FundCountFundCount Americas
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Related Products
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About
Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Be confident that you are ensuring investment suitability for your clients through engaging financial plans. Dynamic Planner takes what can be hours of work for an investment review and reduces it to less than 45 minutes. Easy to onboard and use. Insightful reporting in Dynamic Planner helps firms grow client relationships and provide greater value. We’d love to talk to you about how our end-to-end financial planning process can help your firm, and how we make implementation and onboarding a breeze. Using Dynamic Planner’s award-winning psychometric risk profiling questionnaires you can ensure nothing is lost in translation throughout your financial planning process with one definition of risk. Accurately risk profiling your client has never been so vital.
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About
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth managers seeking a tool to ensure investment suitability, increase efficiency and demonstrate value to their clients
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Audience
Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$198.30 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$500
FundCount's primary markets are Single- and Multi-Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private equity firms. The annual subscription starts at $500 USD and includes customer support, ongoing maintenance releases and upgrades.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationDynamic Planner
Founded: 2010
United Kingdom
www.dynamicplanner.com
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Company InformationFundCount Americas
Founded: 2001
United States
fundcount.com
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Alternatives |
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Categories |
Categories |
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Fund Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Activity Tracking
Supported
Asset Management
Supported
Bank Reconciliation
Supported
Budgeting & Forecasting
Supported
Compliance Management
Supported
Donor Management
Not Supported
General Ledger
Supported
Partnership Accounting
Supported
Purchasing & Receiving
Supported
Hedge Fund Features
Compliance Management
Supported
Contact Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Investment Management Features
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
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Integrations
Adobe Acrobat Sign
Not Supported
Atlassian Crowd
Not Supported
Docusign
Not Supported
Emburse Expense Professional
Not Supported
Encompass
Not Supported
Formstack
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Iress
Supported
LSEG Due Diligence Centre
Not Supported
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Integrations
Adobe Acrobat Sign
Supported
Atlassian Crowd
Supported
Docusign
Supported
Emburse Expense Professional
Supported
Encompass
Supported
Formstack
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Iress
Not Supported
LSEG Due Diligence Centre
Supported
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