Case Study: MBG Capital boosts growth and streamlines back-office accounting with FundCount

MBG Capital streamlines NAV publication and end-of-day valuation with FundCount

MBG Capital, a boutique investment advisory firm, faced challenges with its reliance on an external fund administrator and spreadsheets for back-office accounting and reporting. As the firm grew, it needed a more robust and scalable software solution from a vendor like FundCount to handle sophisticated products and complex fee calculations.

By implementing FundCount's back-office accounting software, MBG Capital streamlined its operations. The solution enabled efficient end-of-day processes, quick mutual fund valuations, and enhanced customized reporting. This resulted in a smooth implementation with no legacy integration issues and successfully managed fee sharing with its sales force, providing the scalable platform needed for future growth.

MBG Capital