Case Study: TFO Phoenix achieves streamlined partnership accounting and reporting with FundCount

TFO Phoenix manages $2.4 billion in assets with FundCount

TFO Phoenix, an Arizona-based family office managing over $2.4 billion in assets, faced challenges with its reliance on spreadsheets for complex partnership accounting. This manual process was time-consuming, prone to errors, and unable to provide a consolidated view of their intricate client structures. Seeking a more efficient solution, they turned to the vendor FundCount for its integrated accounting and reporting software.

FundCount implemented its comprehensive system to replace the spreadsheets, providing TFO Phoenix with a single consolidated database. The solution streamlined their workflow, offered powerful reporting capabilities, and allowed them to drill down through complex nested entities. As a result, the family office achieved improved operational efficiency and expanded its use of FundCount beyond partnership accounting to include detailed family balance sheets and income statements.

TFO Phoenix