Implementation

Get started on the right foot

Each project begins with a thorough assessment of your business requirements and workflow processes. System parameters, feeds, account structures, operational requirements and custom needs are all taken into consideration. An implementation plan is derived from this analysis, and we work closely with you to stay on schedule toward your “live” date.

Our rigorous implementation process keeps the project on track so you’ll be up and running quickly with minimal disruption to business operations. We work with you to:

• Move investor, investment and accounting data to FundCount
• Identify and recreate key reports
• Create import templates to facilitate addition of new information
• Integrate with third-party data providers and in-house systems

We train you along the way, using your data for fastest learning. With active FundCount usage and training from the start, you’ll be reaping the benefits of FundCount’s comprehensive functionality and wide range of flexible reports in no time.

Support

Raising the bar on service to help you succeed

With FundCount, the relationship doesn’t end once you purchase and install software.

Our knowledgeable support team are there when you need them. As trained problem solvers, they think outside the box to deliver a timely response to any issues – whether functional or technical – so that you can move forward without missing a beat.

Outstanding service and support is our hallmark. FundCount’s network of global offices cover four continents and multiple time zones, providing support 16 out of 24 hours per day. Hosted and managed solutions benefit from 24/7 technical support.

Contact Us

[email protected]

Americas: +1 617-586-3356
Europe: +41 43-215-57-80
Australia: +61 2-8320-0830
Asia, Middle East, Africa: +65 6813-2470

Managed Services

Outsource with confidence

While many firms choose to deploy and maintain FundCount software themselves, two managed service options are available for clients that prefer to outsource support.

FundCount Hosted is a good choice for firms that do not have the IT resources, time or expertise to manage FundCount in-house. It delivers superior service, secure off-site hosting, full disaster recovery and support at a fraction of the cost of purchasing and maintaining on-premises technology.

FundCount Managed is appropriate for firms that want to operate FundCount themselves, but need varying levels of support to manage systems and application-level servers. You determine the level of support that is right for your firm.

Support services are provided by Digital Edge, a leader in managed cloud solutions and a FundCount partner.