Case Study: Beacon Fund Services achieves advanced multi-currency fund administration and reporting with FundCount

Beacon Fund Services boosts fund reporting efficiency with FundCount and one-day workflows

Beacon Fund Services, a comprehensive fund administrator, faced challenges managing its growing number of funds with disparate accounting systems and spreadsheets by 2008. They needed a more integrated and flexible solution to handle intricate multi-currency accounting for various investment structures. To address this, they turned to FundCount for its versatile software.

FundCount implemented its integrated multi-currency general ledger, which provided dynamic data handling and enhanced, customizable reporting. A key result was the introduction of the FundCount Online Portal, which gave clients immediate online access to documents. This solution strengthened client relationships by meeting the tech-savvy expectations of modern investors and enriched Beacon's service offerings.

Beacon Fund Services