SS&C Family Office Services vs. FundCount

SS&C Technologies' Family Office Services offers a powerful cloud-based solution designed to enhance and automate numerous family office operations. This innovative platform integrates multi-currency portfolio management, financial and partnership accounting, tax and transaction assistance, reconciliation, and reporting into a unified system that significantly reduces risk, lowers costs, and minimizes manual labor. It is tailored to handle complex asset classes, intricate ownership structures, sophisticated investment approaches, and regulatory standards, guaranteeing accurate, audit-ready financial statements, performance indicators, and thorough transaction transparency. With the support of a dedicated team of professionals, this service enables comprehensive automation, covering everything from daily data gathering to the month-end closing process, which in turn increases oversight, separates duties effectively, and boosts operational efficiency. The platform's flexibility and scalability make it suitable for both single-family and multi-family offices, and it seamlessly incorporates various leading SS&C technologies, offering a versatile solution for a wide range of family office needs. Moreover, its intuitive interface and accessibility empower families to manage their wealth with unprecedented effectiveness, ultimately fostering more informed decision-making and strategic financial planning. This ensures that families can navigate the complexities of wealth management with confidence and clarity.

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.