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Über FundCount

Automatisierte Partnerschaft-Buchhaltung, Reporting und Analyse-Software für Hedge-Fonds, Private Equity und Fondsverwalter.

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Nutzerbewertungen filtern (6)

Verifizierter Rezensent
Managing Partner in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

FundCount Review

5 vor 3 Jahren

Vorteile:

The application is the best solution on the market. It is very powerful but simple to deploy and use. The FundCount team provides exceptional customer service if you ever need help.

Nachteile:

This is an excellent product with no real cons.

Nicolaas F.
Head of Operations _ Fund Administration in Südafrika
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Full House

5 vor 3 Jahren

Kommentare: Great Long Term Relationship, like the fellas over at Fundcount, and respect them and what they built immensely.

Vorteile:

As a small Fund Administrator, we built our operational divisions around Fundcount. We operate with a small footprint thanks to the functionality of Fundcount. It offers a very strong portfolio orientated system, it backs that up with a very strong accounting function and rounds off with a strong investor services function. It is the ability to use one system across our divisions, A to Z, that makes it such a powerhouse and valued partner.

Nachteile:

Fundcount is expensive. That being said, Fundcount has startup pricing mechanisms that allow them to partner early on with small operations such as ourselves and grow together. As a small, niche enterprise, we choose not to grow to scale and rather service a small client base at very high service levels. Fundcount is a very good partner to do so, however, after staff costs, Fundcount remains our top expense. That being said, Fundcount is worth the cost and that is why we have been using it for over a decade.

Steven G.
Assistant Professor in USA
Bildungsmanagement, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Losing capabilities

3 vor 3 Jahren

Kommentare: It gets the job done but it is awkward currently to use. In addition, it is rather expensive for what we are getting form it. We are just doing monthly reporting for a small fund that has infrequent trading.

Vorteile:

I know it well and it is fairly easy to use.

Nachteile:

I now have lost all of the electronic pricing ability so I have to manually type in all prices. In addition more reporting capabilities would be great. In addition, exporting and importing capabilities would be helpful. It is also rigid in some workflow processes.

Antwort von FundCount

vor 3 Jahren

Dear Steven, Thank you for your review. We want to bring to your attention that you have not upgraded FundCount since 2012, hence have missed many new features and enhancements. Regarding your comment about ¿pricing ability¿: last year Yahoo Finance announced that they were discontinuing their API for all third-party applications and thus this was out of our control. Yahoo¿s was a free option to download historical prices but we support paid options such as Interactive Data, Bloomberg WS and ThomsonReuters.

David B.
Senior Wealth Advisor in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

FUNDCOUNT

5 vor 3 Jahren

Kommentare: Overall the experience has been good, and I do feel over time the product has continued to move in the right direction, which is it is always adding useful new features and is improving.

Vorteile:

I like that all my client data is in a database and can be reported, sorted and used in a variety of different ways. I like that the entities are connected in the software and information from one partnership or fund flows through nicely to its owners. Easy to run financials and it is nice to see real allocations schedules for my clients.

Nachteile:

We tend to have problems such as not being able to get into FundCount around updates.

Lori J.
Fund Accountant in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Sophisticated yet Easy to Navigate

5 vor 3 Jahren

Vorteile:

I'm very impressed with the versatility and sophistication of the software. It is easily adapted to accommodate the unique nature and reporting requirements of virtually any fund. Customer support is outstanding.

Nachteile:

Software updates occasionally cause unexpected issues. An inconvenience, but the customer team is quick to address and correct problems.

Muhammad F.
Assistant Manager IT in Pakistan
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Software Features

4 vor 7 Jahren

Kommentare: It has great features that are required by any Asset Management Company in order to keep fund portfolios, mutual fund management actually products they offer and enchanced investor relation module.
But unfortunately i did'nt find any free version or trial one.