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FundCount description
FundCount is an award-winning software solution for managing investment portfolios. Designed for family offices, hedge funds, and private equity firms, it provides tools for accounting, analysis, and reporting of complex investments across various portfolios. It offers integrated general ledger functionality, automated workflows, and direct data feeds from brokers and custodians to enhance efficiency. FundCount aims to provide a comprehensive solution for tracking, analyzing, and understanding the value of your investments.
Who is FundCount best for
FundCount is an investment management solution designed for family offices, hedge funds, and private equity firms. It offers accounting, analysis, and reporting tools for complex investments. FundCount automates workflows and integrates with data feeds from brokers and custodians. This software streamlines investment tracking and analysis, providing a unified view of portfolio performance.
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Best fit for financial firms of all sizes, especially larger institutions.
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Ideal for the finance, banking, and insurance sector.
FundCount features
Supported FundCount supports workflow automation and uses RPA to automate tasks. |
Supported FundCount automates data feeds from brokers and custodians for streamlined updates and reconciliation. |
Supported FundCount provides tools for tracking performance, analyzing holdings, and generating reports. |
Supported FundCount can integrate with other accounting systems through its unified ledger and APIs. |
Supported FundCount generates comprehensive investment performance reports, including key metrics. |
Supported FundCount tracks historical performance data, including returns and benchmarks, using reports and dashboards. |
FundCount alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Juniper SquareInvestment management platform built for private funds. Simple, scalable, secure.Read more
FundCount FAQ
FundCount is an investment management solution for family offices, hedge funds, and private equity firms. It offers portfolio accounting, performance tracking and reporting, automated workflows, and integrations with data providers. FundCount streamlines investment operations and provides a comprehensive view of portfolio performance.
What is FundCount and what does FundCount do?
FundCount is an investment management solution for family offices, hedge funds, and private equity firms. It offers portfolio accounting, performance tracking and reporting, automated workflows, and integrations with data providers. FundCount streamlines investment operations and provides a comprehensive view of portfolio performance.
FundCount integrates with various accounting systems through its unified ledger and APIs. It also automates data feeds from brokers and custodians, ensuring streamlined data updates and reconciliation for efficient portfolio management.
How does FundCount integrate with other tools?
FundCount integrates with various accounting systems through its unified ledger and APIs. It also automates data feeds from brokers and custodians, ensuring streamlined data updates and reconciliation for efficient portfolio management.
FundCount competes with Aumni, Addepar, and Juniper Square. Aumni caters to venture capitalists, while Addepar focuses on large financial institutions. Juniper Square specializes in private investment partnerships. Other alternatives include S&P Capital IQ Pro and Vyzer.
What the main competitors of FundCount?
FundCount competes with Aumni, Addepar, and Juniper Square. Aumni caters to venture capitalists, while Addepar focuses on large financial institutions. Juniper Square specializes in private investment partnerships. Other alternatives include S&P Capital IQ Pro and Vyzer.
Yes, FundCount is a legitimate software solution for investment portfolio management. It's designed for family offices, hedge funds, and private equity firms, offering tools for accounting, analysis, and reporting. While reviews are limited, it offers features such as automated data feeds and workflow automation.
Is FundCount legit?
Yes, FundCount is a legitimate software solution for investment portfolio management. It's designed for family offices, hedge funds, and private equity firms, offering tools for accounting, analysis, and reporting. While reviews are limited, it offers features such as automated data feeds and workflow automation.
FundCount doesn't publicly disclose its pricing. Contact FundCount directly for a personalized quote based on your specific needs. Consider exploring alternative solutions if transparent product pricing is a priority for you.
How much does FundCount cost?
FundCount doesn't publicly disclose its pricing. Contact FundCount directly for a personalized quote based on your specific needs. Consider exploring alternative solutions if transparent product pricing is a priority for you.
FundCount's customer service receives mixed reviews. While some users praise the support team's responsiveness and helpfulness, others mention occasional delays in email responses. Overall, the support team is generally considered helpful during the onboarding process and for addressing software issues.
Is FundCount customer service good?
FundCount's customer service receives mixed reviews. While some users praise the support team's responsiveness and helpfulness, others mention occasional delays in email responses. Overall, the support team is generally considered helpful during the onboarding process and for addressing software issues.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.