Enrich client service with online access to investor-related reports, documents and
communications via FundCount Investor Portal, a secure site branded
with your firm's colors and logo.
Real-time access to critical information
FundCount Investor Portal provides a secure, centralized hub to create, share and manage client related data. All types of information from documents and reports to tax forms and correspondence are readily available to satisfy information-hungry clients. Interactive dashboards deliver meaningful visual insight on client assets for in-depth analysis of opportunities and more informed investing decisions.