FundCount B2B Case Studies & Customer Successes

FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting. Investment and accounting professionals who serve institutional investors and ultra-high net worth families have relied on FundCount to help manage their operations for over 10 years. FundCount's integrated system streamlines portfolio and partnership accounting – offering higher levels of efficiency to operations and immediate and actionable information for firms and their clients.

Case Studies

Showing 16 FundCount Customer Success Stories

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Acquired robust accounting features, advanced client support, and flexible reporting

Aquilance logo

Beacon Fund Services - Customer Case Study

Beacon Fund Services logo

Why FINCAP Advisers Chose FundCount Software

Fincap Advisers logo

Fund Associates - Customer Case Study

Fund Associates logo

Gained a consolidated view of investments, efficient data import/export and flexible reporting

Hatcher+ logo

MBG Capital - Customer Case Study

MBG Capital logo

New York Based Hedge Fund Company - Customer Case Study

Paget Brown Trust Company - Customer Case Study

Paget Brown Trust Company logo

Accelerated onboarding of new funds and existing funds with years of history and data

Piedmont Fund Services logo

Pkf O’Connor Davies - Customer Case Study

Pkf O’Connor Davies logo

Achieved efficiency gains and accurate reporting across complex client portfolios

Protege Fund Services logo

Singapore Based Private Equity Firm - Customer Case Study

Streamlined fund accounting for digital asset and asset-tokenized funds

Soroban Fund Services logo

TFO Phoenix - Customer Case Study

TFO Phoenix logo

The Lupton Company - Customer Case Study

Theorem Fund Services - Customer Case Study

Theorem Fund Services logo

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22 Case Studies