Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard
  • North One Reviews & Ratings
    4.5 out of 5 stars 5,042 Ratings
    Company Website for North One
  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • SMS Storetraffic Reviews & Ratings
    4.8 out of 5 stars 132 Ratings
    Company Website for SMS Storetraffic
  • NewOrg Reviews & Ratings
    4.8 out of 5 stars 125 Ratings
    Company Website for NewOrg
  • FrameworkLTC Reviews & Ratings
    4.4 out of 5 stars 48 Ratings
    Company Website for FrameworkLTC
  • Gravity Software Reviews & Ratings
    4.5 out of 5 stars 45 Ratings
    Company Website for Gravity Software
  • VoucherCart Reviews & Ratings
    4.9 out of 5 stars 67 Ratings
    Company Website for VoucherCart
  • Everstage Reviews & Ratings
    4.8 out of 5 stars 3,823 Ratings
    Company Website for Everstage

What is Q4 Wealth Management System?

The Q4 Wealth Management System (Q4) offers customized modeling, analytical, and reporting solutions that cater specifically to the unique requirements of your organization. It enables reporting at every organizational level, ranging from detailed bank-wide and division officer reports to in-depth analyses of individual accounts. Backed by a wealth of comprehensive data, including the specific assets tied to each account, it ensures the utmost precision in fee modeling and accurate balance assessments in relation to your banking systems. Evaluating profitability allows you to identify both high-value and less profitable relationships, delivering critical insights that aid in strategic negotiations while reducing discounts on accounts that yield lower returns, all while maintaining strong relationships with your most valuable clients. Additionally, the system's capacity to consolidate data across all levels enables a thorough evaluation of revenue in relation to expenses for different products, geographical areas, relationship officers, or individual clients. This extensive capability not only strengthens your decision-making process but also plays a crucial role in propelling favorable business outcomes and fostering long-term growth.

What is FundCount?

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

Media

Media

Integrations Supported

Integrations Supported

Alfresco Digital Business Platform
Atlassian Crowd
Automation Anywhere
Bloomberg Tax & Accounting Leased Assets
Emburse Expense Professional
HubSpot Customer Platform
ICE Crypto Payments
LSEG Due Diligence Centre
Nuxeo
Salesforce
Swift Digital Suite
Task Management Software
Trello
Twelve Data
UBSplus
UiPath
Wrike
Zapier
airSlate SignNow

API Availability

API Availability

Has API

Pricing Information

$5000 per month

Pricing Information

$500
FundCount's primary markets are Single- and Multi-Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private equity firms. The annual subscription starts at $500 USD and includes customer support, ongoing maintenance releases and upgrades.

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Quantifacts

Company Website

www.quantifacts.com/technology-solutions/

Company Facts

Organization Name

FundCount Americas

Date Founded

2001

Company Location

United States

Company Website

fundcount.com

Categories and Features

Banking

Compliance Tracking
Corporate Banking
Private Banking

Wealth Management

Not specified

Categories and Features

Family Office

Not specified

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
General Ledger
Partnership Accounting
Purchasing & Receiving

General Ledger

Not specified

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Private Equity

Not specified

Wealth Management

Not specified

Popular Alternatives

NexJ CRM Reviews & Ratings

NexJ CRM

NexJ Systems Inc.

Popular Alternatives

Crowdsofts Reviews & Ratings

Crowdsofts

5.0 out of 5 stars
NAVCalc Reviews & Ratings

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
SMART Business Suite Reviews & Ratings

SMART Business Suite

Integraal Solutions
SpeciVim Reviews & Ratings

SpeciVim

Specitec
Allvue Reviews & Ratings

Allvue

Allvue Systems