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FundCount

Read 24 FundCount reviews and testimonials from customers, explore 17 case studies and customer success stories, and watch customer videos to see why companies chose FundCount as their Accounting Software

FundCount offers portfolio managers, accountants and fund administrators powerful tools for investment management and partnership accounting. Investment and accounting professionals who serve institutional investors and ultra-high net worth families have relied on FundCount to help manage their operations for over 10 years. FundCount's integrated system streamlines portfolio and partnership accounting – offering higher levels of efficiency to operations and immediate and actionable information for firms and their clients.

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  • 17 Case Studies View
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Customer Rating Review Score based on 1309 reference ratings
4.8/5.0 (1309)
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24Testimonials

  • “Custom Reports facilitate two-way communication by connecting fund managers and fund administrators so they can share information with a few clicks rather than back-andforth emails.”

  • “FundCount had an excellent product from the start that has only improved over the years.”

  • “We can drill down through complex structures and nested entities to see actual net worth – something that was not possible with spreadsheets.”

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17 Case Studies

  • Streamlined fund accounting for digital asset and asset-tokenized funds

  • Pkf O’Connor Davies - Customer Case Study

  • Achieved efficiency gains and accurate reporting across complex client portfolios

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Additional FundCount Information & Resources

Read FundCount Reviews, Testimonials & Customer References from 24 real FundCount customers.

Browse FundCount Case Studies, Customer Success Stories, & Customer References from 17 businesses that use FundCount.