NewsJanuary 21, 2020
Hunting for Family Office Technology
Hunting for family office technology was the topic of an article in Family Wealth Report by F2 Strategy, a technology consulting firm to the wealth management industry. While the article was on point in many ways, one thing in particular was completely inaccurate — their claim that a single accounting solution that handles accounting G/L,…
Press Release 2019November 26, 2019
FundCount Wins WealthBriefing MENA Awards for Best Client Accounting Solution and Best Client Communications
BOSTON, MA, November 26, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was named Best Client Accounting Solution and Best Client Communications Solution at the recent WealthBriefing MENA Awards ceremony in Dubai. These annual awards recognize solutions providers in the global private banking, wealth management and trusted advisor communities that were deemed by an independent panel of judges to have demonstrated innovation and excellence during 2019…
More About EventRead Press ReleaseRead morePress Release 2019July 17, 2019
Sanlam Goes Live with FundCount’s Integrated Accounting Software
BOSTON, MA, July 17, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that Mauritius-based Sanlam Trustees International, Ltd., a diversified financial services group, has gone live with FundCount. The company is using FundCount to administer a select number of its global investment portfolios to clients…
More About EventRead Press ReleaseRead morePress Release 2019July 4, 2019
FundCount Wins Best Client Accounting and Best Client Reporting Solution at the WealthBriefingAsia Singapore Awards
BOSTON, MA, June 4, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Client Accounting and Best Client Reporting solution at the WealthBriefingAsia Awards in Singapore. These annual awards showcase best of breed providers in the global private banking, wealth management and trusted advisor communities that were deemed by an independent panel of judges to have demonstrated innovation and excellence during 2019…
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