A multi-family office in Boston chose FundCount for its flexible reporting, strong integrated general ledger, competitive cost, and robust partnership accounting. The firm will initially use FundCount to support at least 10 high net worth families, but anticipates that the software’s flexible reporting and general ledger tools will enable them to attract new clients going forward.
A Chicago-based hedge fund with more than $400m in assets needed an efficient way to ‘slice and dice’ investment data into reports for senior management and investors. With over 40 investors and 20 different funds across different asset types, including public and private equities, long-term structured notes and options, consolidation was challenging. FundCount enables all of their entities to talk to each other so information can be aggregated quickly and accurately.