News and Events

Sanlam Goes Live with FundCount’s Integrated Accounting Software

Press Release · Posted on 17 July 2019

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.

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

Press Release · Posted on 25 June 2019

Superior technology and client engagement set FundCount apart

BOSTON, MA, June 25, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it was awarded the title of Best Hedge Fund System by bobsguide, an online platform and global information resource for the financial technology sector.

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

Press Release · Posted on 4 June 2019

Ability to track nested entities and comprehensive report encyclopedia vault FundCount to the top

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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May 22, 2019 - WEBINAR Family Office Focus: Efficiency in Accounting & Investment Analysis

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FundCount Awarded Best Client Accounting Solution at the WealthBriefing European Awards

Press Release · Posted on 17 April 2019

Accounts payable and cash management functionality sets the firm apart

BOSTON, MA, April 17, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it has won Best Client Accounting solution at the WealthBriefing European Awards ceremony held in London. These well-respected annual awards recognize top providers in the private banking, wealth management and trusted advisor communities. This marks the second year in a row that FundCount has received the Best Client Accounting distinction.

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Family Wealth Report and FundCount Release Comprehensive Benchmarking Study on Operational Challenges of Family Offices

Press Release · Posted on 21 March 2019

Too many manual processes top list of firms’ pain points

BOSTON, MA, March 21, 2019 – FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced the release of Family Office Focus: Efficiency in Accounting and Investment Analysis. Produced by Family Wealth Report and sponsored by FundCount, this groundbreaking study provides empirical insight into the key operational and technological challenges of family offices.

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FundCount Named Best Client Accounting and Best Client Reporting Solution at the WealthBriefing Swiss Awards 2019

Press Release · Posted on 14 February 2019

FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced today that it has received awards in two categories, Best Client Accounting and Best Client Reporting, at the 2019 WealthBriefing Swiss Awards. These highly regarded annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities throughout Switzerland.

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