FundCountFundCount Americas
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Related Products
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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.
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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.
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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
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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
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FundCount:
Audience
Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals
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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
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FundCount:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Strad Pro:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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FundCount:
API
Offers API
Supported
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Strad Pro:
API
Offers API
Not Supported
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FundCount:
Screenshots and Videos |
Strad Pro:
Screenshots and Videos |
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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
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Strad Pro:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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FundCount:
Reviews/
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Strad Pro:
Reviews/
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FundCount:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Strad Pro:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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FundCount:
Company InformationFundCount Americas
Founded: 2001
United States
fundcount.com
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Strad Pro:
Company InformationStrad Pro
United States
strad.com
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FundCount:
Alternatives |
Strad Pro:
Alternatives |
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Strad Pro: | |||||
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FundCount:
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Strad Pro:
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FundCount:
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Strad Pro:
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FundCount:
Categories |
Strad Pro:
Categories |
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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
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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
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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
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FundCount:
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Strad Pro:
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