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

Aquilance, a multi-family office, achieves streamlined, accurate consolidated reporting and partnership accounting with FundCount

Aquilance

Patty Fitzsimmons

Vice President of Accounting

Beacon Fund Services achieves streamlined multicurrency fund accounting and enhanced client reporting with FundCount

Beacon Fund Services

Vishal Shah

Director of Accounting and Valuations

Fincap Advisers achieves 30% faster, more accurate and compliant fund administration with FundCount

Fincap Advisers

Eleanna Papanastasopoulou

Head of Fund Administration Department

Fund Associates achieves faster reconciliation and automated investor reporting with FundCount

Fund Associates

Eric Warshal

President

Hatcher+ achieves streamlined fund accounting and unified reporting with FundCount

Hatcher+

Richard Liong

Head of Fund Services

MBG Capital achieves streamlined, auditable accounting and faster NAV reporting with FundCount

MBG Capital

Michael Garcia

Chief Executive Officer

New York-Based Hedge Fund achieves streamlined operations and greater accounting control with FundCount

New York Based Hedge Fund Company

Paget Brown Trust Company achieves streamlined, scalable fund administration and flexible reporting with FundCount

Paget Brown Trust Company

Rainier Crouse

Senior Manager

Piedmont Fund Services achieves faster onboarding and streamlined fund-administrator transitions with FundCount

Piedmont Fund Services

Ian Asvakovith

Co-Founder and CEO

PKF O’Connor Davies achieves streamlined fund administration and tax & partnership accounting with FundCount

Pkf O’Connor Davies

Marc L. Rinaldi

Partner-In-Charge

Protege Fund Services achieves faster, more accurate fund administration with FundCount

Protege Fund Services

Henry Young

Chief Executive Officer

Singapore-Based Private Equity Firm achieves cost savings and streamlined in-house accounting with FundCount

Singapore Based Private Equity Firm

Soroban Fund Services achieves 50% reduction in manual work and faster NAV reporting with FundCount

Soroban Fund Services

Yuky Yu

Co-Founder

TFO Phoenix achieves consolidated accounting, streamlined reporting and look-through visibility with FundCount

TFO Phoenix

David Bloom

Senior Wealth Advisor

The Lupton Company achieves faster, integrated multi-entity accounting and reporting with FundCount

The Lupton Company

Marcie Odum

CFO

Theorem Fund Services achieves consolidated accounting, faster tax and audit reporting, and new revenue streams with FundCount

Theorem Fund Services

Mikhail Davidyan

co-founder

No matching case studies