Thompson & Associates vs. FundCount

Through a customized approach to estate planning, we enable nonprofits to strengthen their relationships with donors more profoundly. This journey allows individuals and families to articulate their fundamental beliefs and clear any doubts, thereby crafting a lasting legacy for their loved ones, their communities, and beyond. Our free, private, and stress-free estate planning service provides individuals with reassurance while helping them connect their interests with their potential contributions. Furthermore, we enhance the ties between nonprofits and their patrons, ultimately contributing to the advancement of their missions and the cultivation of meaningful change. By collaborating with a network of seasoned advisors, we utilize their expertise to assist individuals in effectively bringing their plans to fruition. After participating in several complimentary sessions that involved no obligations and guaranteed confidentiality, we now possess a renewed and motivating outlook on our family values and the legacy we can establish for our children and the charitable initiatives we support. This enlightening experience not only enriches personal insight but also emphasizes the crucial importance of community engagement in creating a better future for all. Ultimately, this process serves as a catalyst for both personal growth and broader societal transformation.

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.