Case Study: PKF O’Connor Davies improves reporting and manages diverse investments with FundCount

PKF O’Connor Davies wins Best Reporting Solution with FundCount for 50+ professionals

PKF O’Connor Davies, a rapidly expanding accounting and advisory firm, faced the challenge of finding an affordable and comprehensive software solution when it launched its fund administration business. They needed partnership and portfolio accounting software adept at handling the intricacies of tax and investment cost accounting for their diverse clients. They turned to the vendor FundCount for a solution.

FundCount provided a seamless integration of all investment and partnership accounting. The implementation resulted in more than 50 professionals efficiently handling complex clients with diverse investments. This enhanced reporting capability led to the firm winning the Best Reporting Solution at the 2016 Private Asset Management Awards.

Pkf O’Connor Davies