Average Ratings 13 Ratings
Average Ratings 0 Ratings
Description
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
Description
Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.
API Access
Has API
API Access
Has API
Integrations
Docusign
Salesforce Sales Cloud
Alfresco Digital Business Platform
Bloomberg Tax & Accounting Fixed Assets
Bloomberg Tax & Accounting Leased Assets
Emburse Expense Professional
Formstack
HubSpot CRM
HubSpot Customer Platform
ICE Crypto Payments
Integrations
Docusign
Salesforce Sales Cloud
Alfresco Digital Business Platform
Bloomberg Tax & Accounting Fixed Assets
Bloomberg Tax & Accounting Leased Assets
Emburse Expense Professional
Formstack
HubSpot CRM
HubSpot Customer Platform
ICE Crypto Payments
Pricing Details
$500
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FundCount Americas
Founded
2001
Country
United States
Website
fundcount.com
Vendor Details
Company Name
InvestorFlow
Founded
2009
Country
United States
Website
www.investorflow.com
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
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
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
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