Main Family Office

Single Family Office

Optimize family office operations with our all-in-one solution. Automate processes and consolidate wealth using a unified general ledger for enhanced efficiency

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

One integrated view of wealth

Aggregate all portfolio and partnership accounting activity through a real-time general ledger. Access to a consolidated view of wealth is instantly available for accurate investment analysis and reporting.

Transparency in complex family entity structures

Auto-reconcile nested entities, eliminating manual errors and saving time. Automated P&L and cash flows ensure fast book closing and accurate look-through reporting.

Automated data feeds

Seamlessly integrate and manage information with automated data feeds from various sources, saving time and ensuring accuracy. Easily import data from multiple sources, reducing the risk of error.

No system ping-pong

Eliminate error-prone spreadsheets and siloed data with an integrated platform for accounting, analysis, and reporting on a broad range of asset types. Streamline your financial processes and improve the accuracy of your data.

All asset classes supported

Take full control of your investment management with a comprehensive single system that handles any type of marketable and alternative assets seamlessly.

Flexible Accounts Payable

Track, approve, and pay family expenses, monitor bank and credit card accounts, and manage cash with fast, accurate support for the complete payment lifecycle.

Upgraded communication

Enable family members to self-serve their portfolio reporting needs through look-through reporting, enhancing communication efficiency. Improve transparency and foster better relationships within the family.

Top safety and security

Choose the best deployment option to comply with your data security policy. Deploy the solution in a public cloud, your private cloud, or on your hardware with limited access from the outside Net.

Request a Live Demo

See FundCount’s integrated accounting and reporting solution in action!