Managing most of the Family Office complexities & tasks becomes easier and more effective within one powerful integrated FundCount solution - FC X-Office.

Key system benefits include:

- Manage Family Partnerships, Managed Accounts, Trusts, Member Personal Assets - all in one integrated environment

- Aggregate cross-entities reporting of financials, portfolio and performance items by Family Member(Investor), Family, Generation, Branch, Strategies, Asset Type, Custom Portfolios (include/exclude any item filter), etc.

- produce GIPS-compliant Presentation of Performance Reporting

- Portfolio Attribution, Asset Allocation, Exposure and Net Worth Statements.

- Interfaces with Brokers/Custodians. Automated reconciliation

- Integrated General Ledger, Portfolio and Partnership Accounting

- Client Management (and Billing)

- Check Writing

- Workflow engine, Reports distribution engine

You can rely on FundCount stable software, tested for years on hundreds of pooled investment structures and investment partnerships.