News and Events

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

Press Release · Posted on 19 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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