Case Study: Aquilance enhances reporting and accounting flexibility with FundCount

Aquilance streamlines reporting for multiple entities with FundCount

Aquilance, a financial administration firm serving high net worth families, sought a solution to meet expanding client demands for consolidated investment reporting and partnership accounting across diverse asset classes. Their challenge was to find an out-of-the-box software that could integrate these functions with their general ledger while offering the flexibility for customized reports. They selected FundCount to address this need.

By implementing FundCount, Aquilance acquired robust accounting features and advanced client support. The solution provided automated processes that reduced manual work and eliminated error-prone spreadsheets. Key results included enhanced reporting capabilities with security-level, entity-level, and consolidated views of investment performance, and the streamlined creation of customizable report packages for multiple entities. FundCount delivered the integrated and flexible system Aquilance required.

Aquilance