Retrieved on:
Wednesday, November 29, 2023
The Fund Administration Incubator offers a special pricing package tailored to the needs of both new fund administration startups and established firms looking to seamlessly onboard new clients.
Key Points:
- The Fund Administration Incubator offers a special pricing package tailored to the needs of both new fund administration startups and established firms looking to seamlessly onboard new clients.
- "We understand the importance to fund administrators in being able to provide exceptional service and value to their clients," said Alex Ivanov, CEO of FundCount.
- "That's why we've developed the FundCount Fund Administration Incubator, providing a streamlined approach to onboarding new clients and unlocking the power of our software to give fund administrators the tools they need to elevate their client service."
- Key benefits of the FundCount Fund Administration Incubator include:
By leveraging the FundCount Fund Administration Incubator, administrators can equip their clients with everything they need to:
The FundCount Fund Administration Incubator is ideal for:
Established fund administrators looking to streamline onboarding and enhance client service for new clients, ensuring a seamless transition and a positive experience
The program is available for up to 5 funds with up to $50 million in assets under administration (AUA) and includes hosting for one user.
CHRIST CHURCH, Barbados, June 7, 2023 /PRNewswire/ -- FundCount, a leading and global provider of accounting and investment analysis software, today announced the release of its Family Office Key Performance Indicators (KPI) assessment methodology and online tool. The free report offers a personalized experience with detailed information about each firm's performance and allows it to move away from the subjective into the realm of the objective.
Key Points:
- Free online tool allows family members, family office and asset management executives to benchmark the effectiveness and efficiency of their organization in critical areas of reporting, financial control, and operational excellence
CHRIST CHURCH, Barbados, June 7, 2023 /PRNewswire/ -- FundCount , a leading and global provider of accounting and investment analysis software, today announced the release of its Family Office Key Performance Indicators (KPI) assessment methodology and online tool.
- The KPI assessment benefits families and family offices by measuring the quality of their work and services.
- "We strive to continue providing our clients with valuable resources to help improve functionality and efficiency of their family office, and this program adds another layer to their overall success."
- To learn more about FundCount, visit the site at fundcount.com , or to complete the Family Office KPI assessment, visit kpi.fundcount.com .
Retrieved on:
Wednesday, February 16, 2022
Growth,
EMEA,
CEO,
Intelligence,
Goal,
Risk,
Acquisition,
LLC,
Renewable energy,
Risk management,
Asia-Pacific Last year, the company set itself a target of doubling in size over the next three years.
Key Points:
- Last year, the company set itself a target of doubling in size over the next three years.
- Strong expansion continued in the AsiaPacific region and also in the Americas, where sales were up over 150% compared to company historical norms.
- A contributing factor to success over the year was the introduction of a fully-operational cloud-based version available through the FundCount Sandbox.
- FundCount is a global organization headquartered in the U.S. with five offices on four continents.
CEO,
Accounting,
Software,
Intelligence,
Partnership,
LLC,
Investment,
Efficiency,
Achievement,
Data visualization,
Cryptocurrency BOSTON, Oct. 5, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has won three categories in the 2021 WealthTechAsia Awards: Client Accounting, Client Reporting and Family Office Solution.
Key Points:
- BOSTON, Oct. 5, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has won three categories in the 2021 WealthTechAsia Awards: Client Accounting, Client Reporting and Family Office Solution.
- The awards solidify the company's position as a preeminent provider of accounting software for the wealth management sector.
- The WealthTechAsia Awards showcase 'best of breed' companies in the region that have demonstrated innovation and excellence during the past year.
- "Taking top honors for Best Accounting, Best Reporting, and Best Family Office Solution validates how seamlessly integrated all operations and data are with FundCount software," said Alex Ivanov, CEO and founder of FundCount.
b'BOSTON, May 20, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Client Reporting at the Ninth Annual WealthBriefing European Awards 2021.\nThese well-regarded annual awards recognize outstanding organizations in the private banking, wealth management and trusted advisor communities.
Key Points:
- b'BOSTON, May 20, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Client Reporting at the Ninth Annual WealthBriefing European Awards 2021.\nThese well-regarded annual awards recognize outstanding organizations in the private banking, wealth management and trusted advisor communities.
- "FundCount stood out with visualization tools that enliven the accounting and communications workflows.
- "\nAs an integrated, unified solution, FundCount brings together partnership and portfolio accounting, a real-time general ledger, and reporting on a single platform.
- "After winning Best Client Accounting in the WealthBriefing European awards for the last three years, we are delighted to add Best Client Reporting to our repertoire of accomplishments.
b'BOSTON, May 11, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named Best Accounting solution at the 8th Family Wealth Report awards.
Key Points:
- b'BOSTON, May 11, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named Best Accounting solution at the 8th Family Wealth Report awards.
- These annual awards recognize the most innovative and exceptional firms serving the family office, family wealth management and trusted advisor communities in North America.\nA judging panel comprising industry experts from family offices, private banks, consulting firms and other service providers selected the category winners based on qualitative benchmarks and quantitative supporting metrics.
- It tracks complex entity relationships across generations and investments to provide a holistic view of a family\'s wealth.
- "Winning Best Accounting is indicative of our success in delivering tangible benefits to this diverse industry sector.
b'BOSTON, May 5, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has earned a spot on the 2021 WealthTech100, a premier list of the most influential technology companies transforming the global wealth and asset management industries.\nThe annual WealthTech100, which is compiled by research firm FinTech Global, is regarded as a bellwether of the future direction of the industry.
Key Points:
- b'BOSTON, May 5, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has earned a spot on the 2021 WealthTech100, a premier list of the most influential technology companies transforming the global wealth and asset management industries.\nThe annual WealthTech100, which is compiled by research firm FinTech Global, is regarded as a bellwether of the future direction of the industry.
- Companies are awarded a place on the WealthTech100 after a thorough review by a panel of analysts and industry experts.
- We are incredibly proud to be recognized as an industry innovator and included on the WealthTech100.
- FundCount is headquartered in the U.S. with five offices on four continents.
Retrieved on:
Thursday, February 18, 2021
BOSTON, Feb. 18, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it won Best Partnership Accounting System for the second year in a row at the 2021 Private Asset Management Awards.
Key Points:
- BOSTON, Feb. 18, 2021 /PRNewswire/ --FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it won Best Partnership Accounting System for the second year in a row at the 2021 Private Asset Management Awards.
- The highly regarded PAM Awards recognize the achievements of leading investment professionals, wealth advisors, consultants and service providers operating in the U.S. private asset management sector.
- FundCount is unique in its ability to support all asset classes and private investment structures within one unified accounting, general ledger and reporting system.
- "Beingrecognized as Best Partnership Accounting System for the second consecutive year reflects our commitment to innovation and continually advancing the functionality of FundCount to meet the broad and complex needs of this market."
Retrieved on:
Tuesday, February 9, 2021
BOSTON, Feb. 9, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as "Best Client Accounting System" at the 2021 WealthBriefing Swiss Awards.
Key Points:
- BOSTON, Feb. 9, 2021 /PRNewswire/ -- FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as "Best Client Accounting System" at the 2021 WealthBriefing Swiss Awards.
- This marks the fourth consecutive year that FundCount has won the accounting system award.
- Now in its 8th year, the WealthBriefing Swiss Awards recognize best-of-breed providers in the global private banking, wealth management and trusted advisor communities.
- Winning companies were those deemed by an independent judging panel to have demonstrated innovation and excellence in their chosen category.
Retrieved on:
Thursday, February 4, 2021
The company saw strong growthin both the Americas (up 378 percent) and AsiaPacific (up 762 percent), which more than offset a slowdown in European sales.
Key Points:
- The company saw strong growthin both the Americas (up 378 percent) and AsiaPacific (up 762 percent), which more than offset a slowdown in European sales.
- "Our solid performance reflects the innovation that FundCount brings to the market not only in technology, but also in our flexible commercial approach and deployment options," said Ashley Whittaker, President, Global Sales at FundCount.
- In addition, FundCount's new pricing structure delivers greater flexibility and provides clients with a cost-effective way to scale to accommodate growth.
- Founded in 1999, FundCount provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients.
