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Multi-Family Office
Simplify complex investment accounting and reporting. Aggregate, track, and report across family entities quickly and easily
Family Office KPI report
Resolve the historical difference in the Family’s and Family Office’s views on the significance of the Family Office’s operational excellence and budget constraints.
Learn more about Family Office KPI
Learn more about Family Office KPI
Benefits
Multi-asset class support
Benefit from comprehensive support for all financial instruments, including marketable and non-marketable securities and investments.Manage your diverse portfolios with a robust solution and enhance your financial strategy.
Integration with market sources
Seamlessly integrate data from custodians and brokers to access crucial information about ownership of marketable securities. Ensure accurate tracking of securities ownership.
Automatic reconciliation
Efficiently search for inconsistencies, effortlessly make corrections in automatic or manual mode, and ensure accurate financial data integrity for reliable reporting and analysis.
Improved efficiency
Enhance operational efficiency by supporting workflows for confirming payments based on various parameters such as payer, payee, amount, and more. Save time and maintain better focus.
Any report at any time
Enjoy the convenience of preparing fully flexible reporting 24/7 without any requirement to close the books, empowering you to make informed decisions at any time.
Multilingual support
Expand your global reach and cater to diverse clients by effortlessly generating reports in any language, ensuring seamless communication and understanding across borders.
Freedom in deployment model
Install the solution on premises or in a public or private cloud to ensure client’s data safety and ease of access to the software for employees and family members.
Easy scaling
It doesn’t matter how many families you serve or the reports you prepare. FundCount operates the largest family offices with no downtime or performance degradation during the reporting period.
Request a Live Demo
See FundCount’s integrated accounting and reporting solution in action!