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Hedge funds, fund administrators, family offices, private equity funds, and other investment professionals.
Venture Capital, Private Equity, Real Estate Investment, Private Funds
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.
We tend to have problems such as not being able to get into FundCount around updates.
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.
Software updates occasionally cause unexpected issues. An inconvenience, but the customer team is quick to address and correct problems.
Great Long Term Relationship, like the fellas over at Fundcount, and respect them and what they built immensely.
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.
The overall experience has been fine. It is a system that generates confidence in its calculations and reports due to its precision and internal audits.
FundCount
WealthBlock
Top FeaturesFundCount
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WealthBlock
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