FundCount

FundCount

FundCount Americas
FundCount Strad Pro

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FundCount:

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.
Strad Pro:

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.
FundCount:

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
Strad Pro:

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
FundCount:

Audience

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

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
FundCount:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Strad Pro:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
FundCount:

API

Offers API Supported
Strad Pro:

API

Offers API Not Supported
FundCount:

Screenshots and Videos

Strad Pro:

Screenshots and Videos

FundCount:

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
Strad Pro:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
FundCount:

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
Strad Pro:

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
FundCount:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Strad Pro:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
FundCount:

Company Information

FundCount Americas
Founded: 2001
United States
fundcount.com
Strad Pro:

Company Information

Strad Pro
United States
strad.com
FundCount:

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Strad Pro:

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FundCount:
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FundCount:
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Strad Pro:
FundCount:

Categories

Family Office Supported
Fund Accounting Supported
General Ledger Supported
Hedge Fund Supported
Private Equity Supported
Wealth Management Supported
Strad Pro:

Categories

Family Office Supported
Financial CRM Supported
Wealth Management Supported
FundCount:

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
FundCount:

Integrations

Adobe Acrobat Sign Supported
Alfresco Digital Business Platform Supported
Atlassian Crowd Supported
Automation Anywhere Supported
Docusign Supported
Encompass Supported
Formstack Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
LSEG Due Diligence Centre Supported
LSEG World-Check Supported
Microsoft Dynamics 365 Supported
Nuxeo Supported
Oracle Business Intelligence (OBIEE) Supported
Payment Rails Supported
Tableau Supported
UBSplus Supported
UiPath Supported
Zapier Supported
airSlate SignNow Supported
Strad Pro:

Integrations

Adobe Acrobat Sign Not Supported
Alfresco Digital Business Platform Not Supported
Atlassian Crowd Not Supported
Automation Anywhere Not Supported
Docusign Not Supported
Encompass Not Supported
Formstack Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
LSEG Due Diligence Centre Not Supported
LSEG World-Check Not Supported
Microsoft Dynamics 365 Not Supported
Nuxeo Not Supported
Oracle Business Intelligence (OBIEE) Not Supported
Payment Rails Not Supported
Tableau Not Supported
UBSplus Not Supported
UiPath Not Supported
Zapier Not Supported
airSlate SignNow Not Supported
FundCount:
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Claim FundCount and update features and information
Strad Pro:
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Claim Strad Pro and update features and information