LinkedIn
X
Visit WebsiteAcquired robust accounting features, advanced client support, and flexible reporting
Aquilance
Patty Fitzsimmons
Vice President of Accounting
FundCount
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
Beacon Fund Services - Customer Case Study
Beacon Fund Services
Vishal Shah
Director of Accounting and Valuations
Why FINCAP Advisers Chose FundCount Software
Fincap Advisers
Eleanna Papanastasopoulou
Head of Fund Administration Department
Fund Associates - Customer Case Study
Fund Associates
Eric Warshal
President
Gained a consolidated view of investments, efficient data import/export and flexible reporting
Hatcher+
Richard Liong
Head of Fund Services
MBG Capital - Customer Case Study
MBG Capital
Michael Garcia
Chief Executive Officer
New York Based Hedge Fund Company - Customer Case Study
New York Based Hedge Fund Company
Paget Brown Trust Company - Customer Case Study
Paget Brown Trust Company
Rainier Crouse
Senior Manager
Accelerated onboarding of new funds and existing funds with years of history and data
Piedmont Fund Services
Ian Asvakovith
Co-Founder and CEO
Pkf O’Connor Davies - Customer Case Study
Pkf O’Connor Davies
Marc L. Rinaldi
Partner-In-Charge
Achieved efficiency gains and accurate reporting across complex client portfolios
Protege Fund Services
Henry Young
Chief Executive Officer
Singapore Based Private Equity Firm - Customer Case Study
Singapore Based Private Equity Firm
Streamlined fund accounting for digital asset and asset-tokenized funds
Soroban Fund Services
Yuky Yu
Co-Founder
TFO Phoenix - Customer Case Study
TFO Phoenix
David Bloom
Senior Wealth Advisor
The Lupton Company - Customer Case Study
The Lupton Company
Marcie Odum
CFO
Theorem Fund Services - Customer Case Study
Theorem Fund Services
Mikhail Davidyan
co-founder
No matching case studies
