Manage all of your portfolio, accounting, reporting, and client related tasks within one powerful investment management solution - FC Portfolio.
- Produce GIPS-compliant Presentation of Performance Reporting
- Wide Range of Securities Covered
- Interfaces with Brokers/Custodians
- Automated Broker/Custodians Reconciliation
- Client Management and Billing. Check Writing.
- Workflow engine, Reports distribution engine
- Integrated General Ledger
- Lower cost vs. competitors (with comparable functionality)
Tested for years on hundreds of investment firms worldwide, FundCount software serves as a robust foundation for your business, providing effective operational scalability as your company grows. We offer a proactive customer support from day one of the system implementation, putting you in a user-friendly environment of the great system and a great support team.
Specifically designed to meet the needs of investment management companies, FundCount' products have been developed using the latest technology, strong industry experience and focus on cost effectiveness.
System customizability, integrations with data feeds, open architecture and constant updates keep our solutions up to date for years to come.
FC Portfolio can be adapted quickly to the requirements you face using built-in customization functions, or we will customize for you at a reasonable cost.
Our trained staff members can easily develop the necessary custom interfaces, if our products must exchange data with the other systems/programs used by you, by leveraging FundCount's powerful built-in integration capabilities.
