FundCount - software for your family office
Software for family office management
Contact us to discuss your investment partnership accounting and portfolio management needs.
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When setting up FundCount for the first time, a customer service representative can help you through the process and walk you through the setup of your situation in the software. You will first add accounting transactions and generate reports together and all questions during the setup process will be answered. You may enable the consultant to view the same screens & software menus on his monitor as you do, thanks to the latest web conferencing technology.

To read more about FundCount system implementation please click here.


We will make sure that conversion from your current accounting system or Excel to FundCount passes successfully. We will work with you to convert your transactional data, master profiles and contacts and will develop custom reports and functions per your requirements. Please contact us with your software customization requirements and feature requests. Whether you were using an accounting package from Advent® or an Excel sheet before to operate your business, or FundCount is your first accounting & web reporting solution, our engineers can customize the software to meet your needs.


Our engineers will develop necessary custom interfaces if you want our products to exchange data with other systems/programs. FundCount systems have a powerful Web Services API, also we use packages like Talend, Jitterbit, etc. for integration.

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