Client Login

+1 617.586.3365

Go Beyond the Numbers

Powerful software for accounting and investment analysis that delivers operational efficiency and insight to investment management professionals.

Integrate Accounting Processes

Integrate Accounting Processes

Get a complete financial picture for accurate and informed decision making.

Learn More
Integrate Accounting Processes

Create Reports in Seconds

Deliver a higher level of customer service to your clients.

Learn More
Integrate Accounting Processes

Improve Operational Efficiency

Optimize operations, not spreadsheets.

Learn More

Why FundCount?

FundCount’s industry expertise and exceptional customer service combined with its powerful accounting and investment analysis software make it the provider of choice for more than 125 family offices, fund administrators, private equity and hedge funds firms around the world.

Learn More

FundCount Benefits

  • Integrates partnership, portfolio and general ledger accounting in one system for improved operations and accuracy
  • Supports an extensive range of asset classes
  • Links with banks, custodians and market data feeds to streamline operations
  • Automated workflow tools improve efficiency and fast-track learning
  • Empowers your team with the tools they need for accounting, performance measurement and risk analysis
  • Tightly integrated with Excel for custom calculations and statements
  • Online access to reports and financial information
  • Easy-to-use flexible reporting

Report Encyclopedia

Convert your reporting ideas into reality with FundCount. Explore a representative sample of reports from our vast compendium to experience the breadth of coverage and unlimited reporting options FundCount offers.

View Reports
encyclopedia icon

Press Releases

  • Sanlam Goes Live with FundCount’s Integrated Accounting Software

    Learn more

  • FundCount Wins ‘Best Hedge Fund System’ in the Bobsguide Technology Awards

    Learn more

  • FundCount Wins Best Client Accounting and Best Client Reporting Solution at the WealthBriefingAsia Singapore Awards

    Learn more

  • FundCount Awarded Best Client Accounting Solution at the WealthBriefing European Awards

    Learn more

Events

  • October 28-30, 2019 - FOX Family Enterprise Forum, Chicago

    Learn more

  • March 17, 2020 - FWR 5th Annual Family Office Fintech Summit, NYC

    Learn more

  • March 18-20, 2020 - Lido Family Office Investment Symposium, Santa Monica

    Learn more

What's New

  • Selecting a Software Vendor: 4 Critical Considerations

    Learn more

  • The Changing Face of Family Office Investing

    Learn more

  • 7 Pitfalls that can Derail Your Technology Project

    Learn more

Sign up for our newsletter