FundCount

FundCount

FundCount Americas
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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.

About

Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals

Audience

Advisory teams looking for a tool offering an integrated, family office–level CRM and portal to clients of all wealth strata for enhanced coordination and elevated service delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FundCount Americas
Founded: 2001
United States
fundcount.com

Company Information

Strad Pro
United States
strad.com

Alternatives

Alternatives

BITA Risk

BITA Risk

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NAVCalc

NAVCalc

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Allvue

Allvue

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The Archway Platform

The Archway Platform

SEI Family Office Services
MoneyWare

MoneyWare

Miles Software (EbixCash)

Categories

Categories

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Atlassian Crowd
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
Emburse Expense Professional
Formstack
HubSpot CRM
HubSpot Customer Platform
LSEG Due Diligence Centre
LSEG World-Check
Laserfiche
Microsoft Dynamics 365
OpenText Documentum
Salesforce
Tableau
UiPath
airSlate SignNow

Integrations

Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Atlassian Crowd
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
Emburse Expense Professional
Formstack
HubSpot CRM
HubSpot Customer Platform
LSEG Due Diligence Centre
LSEG World-Check
Laserfiche
Microsoft Dynamics 365
OpenText Documentum
Salesforce
Tableau
UiPath
airSlate SignNow
Claim FundCount and update features and information
Claim FundCount and update features and information
Claim Strad Pro and update features and information
Claim Strad Pro and update features and information