List of FundCount Fund Administration Customers
Christ Church, BB19079,
Barbados
Since 2010, our global team of researchers has been studying FundCount Fund Administration customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FundCount Fund Administration for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FundCount Fund Administration for Portfolio and Investment Management include: Piedmont Fund Services, a United States based Banking and Financial Services organisation with 150 employees and revenues of $20.0 million, Aquilance, a United States based Banking and Financial Services organisation with 35 employees and revenues of $5.0 million, Fund Associates, a United States based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using FundCount Fund Administration, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FundCount Fund Administration customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Aquilance | Banking and Financial Services | 35 | $5M | United States | FundCount | FundCount Fund Administration | Portfolio and Investment Management | 2023 | n/a |
In 2023, Aquilance implemented FundCount Fund Administration to consolidate investment reporting, partnership accounting and general ledger processes for its multi-entity family-office clients. FundCount Fund Administration is a Portfolio and Investment Management application deployed to centralize finance and fund administration workflows across North America.
The deployment emphasized functional modules for investment reporting, partnership accounting and general ledger management, with configuration aimed at delivering security level and consolidated views of investment performance. Workstreams included multi-entity consolidation, chart of accounts harmonization and report orchestration to automate reporting and reduce spreadsheet reliance.
Operational coverage focused on finance and fund administration teams supporting multi-entity family office clients in North America, using a centralized application instance to produce consolidated client packages and security scoped performance views. Integrations were centered on consolidating internal accounting and investment data feeds to support automated client report packaging and consolidated performance calculations.
Governance changes restructured reporting workflows away from manual spreadsheet assembly toward automated report generation and faster client report packaging. According to the vendor case study the implementation delivered improved security level and consolidated views of investment performance, automated reporting, reduced spreadsheet reliance and faster client report packaging.
|
|
|
Fund Associates | Banking and Financial Services | 10 | $2M | United States | FundCount | FundCount Fund Administration | Portfolio and Investment Management | 2023 | n/a |
In 2023, Fund Associates implemented FundCount Fund Administration to provide an integrated portfolio, partnership and general ledger solution. The deployment targeted US fund administration and back office operations for emerging managers, with a focus on speeding reconciliations and enabling automated monthly investor reporting.
FundCount Fund Administration, operating within the Portfolio and Investment Management category, was configured to centralize portfolio accounting, partnership accounting and general ledger processes. The implementation established reconciliation workflows and automated investor statement generation to reduce manual distribution and to streamline month end reporting. Operational scope emphasized onboarding and investor reporting workflows in the fund administration and back office function.
Governance and process changes emphasized a standardized reporting cadence and automation of monthly investor reporting, and per the case study the deployment improved onboarding and reporting efficiency and reduced manual distribution of investor statements. The Fund Associates FundCount Fund Administration deployment aligned accounting, reconciliation and investor communication workflows under the Portfolio and Investment Management function.
|
|
|
Piedmont Fund Services | Banking and Financial Services | 150 | $20M | United States | FundCount | FundCount Fund Administration | Portfolio and Investment Management | 2023 | n/a |
In 2023 Piedmont Fund Services implemented FundCount Fund Administration to support Portfolio and Investment Management across its fund administration and finance functions. The rollout focused on accelerating onboarding of new funds and managing historical account-level data for institutional clients within the companys United States operations.
FundCount Fund Administration was configured to speed prior-balance setups, automate investor allocations and to ingest and normalize historical data for legacy client accounts. Configuration emphasized reporting flexibility, reconciliation workflows and automated allocation rules typical of portfolio and investment management systems to reduce manual setup work.
The deployment integrated FundCount with Piedmonts online reporting portal to synchronize investor-level positions, historical balances and performance reporting between the administration system and client-facing reports. Operational coverage centered on fund administration and finance teams in the United States, with the integrated reporting layer used to deliver institutional client deliverables.
Governance changes formalized centralized fund setup workflows and allocation rule management to support faster onboarding and more consistent prior-balance processing. According to published case material the implementation enabled faster prior-balance setups, automated investor allocations and improved reporting flexibility for institutional clients.
|
Buyer Intent: Companies Evaluating FundCount Fund Administration
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||