Software meets family office needs for aggregated data and personalized client experience
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was named Best Consolidated Reporting solution in the 2020 Family Wealth Report awards. These highly regarded annual awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and excellence throughout 2019.
Client reporting is a critical component of accounting solutions. FundCount’s comprehensive software integrates portfolio accounting, partnership accounting, a real-time general ledger and reporting within one system. It provides a consolidated and holistic view of a family’s wealth, taking into account complex entity structures across generations and investments.
Commenting on FundCount’s Consolidated Reporting win, a member of the judging panel said, “With its highly focused approach on the complex data source needs of family offices, FundCount offers a personalized client experience.”
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In addition to understanding the needs of family offices, FundCount’s focus on “a personalized client experience” is supported by a secure online repository, which offers access to hundreds of reports that can be tailored to meet specific requests.
“Given the numerous well-known companies shortlisted in the Best Consolidated Reporting category, FundCount’s win is particularly rewarding,” said Alex Ivanov, CEO and founder of FundCount. “It confirms not only the need for flexible, consolidated client reporting, but our ability to deliver on that need. We are honored to have won this award.”
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