News, Comment & Analysis results for FundCount

Company Profiles
February 26, 2024

How Creating Financial Order Gives UHNW Clients A "Single Point Of Truth"

This news service recently spoke to an award-winning US firm that specializes in accounting, bill

White Papers
December 20, 2022

Webinar: How Family Offices, Advisors Handle Data Challenges, Accelerating Tech

In a recent video panel, this news service was joined by senior industry figures, including the

WM Market Reports
October 26, 2022

New Research: An Update On Family Office Efficiency In Accounting, Investment Analysis

This news service is joining forces again with FundCount to examine how technology is making family

Alt Investments
October 14, 2021

CAIS Taps Demand For Wider Alternative Investment Access

Everyone seems to be talking about private market investing - "alternative investment" - these

Awards
May 10, 2021

Family Wealth Report Awards: Video Interviews - Summitas, FundCount

Here are more video interviews with the firms and individuals who won at our North American awards,

Awards
May 6, 2021

EXCLUSIVE: Winners Of Family Wealth Report 2021 Awards

Here is a list of the firms and people honored in the 2021 Family Wealth Report awards program.

Technology
April 7, 2021

Why Are Family Offices Still Searching For A “Single Source Of Truth”?

Accounting and investment reporting are notorious pain points for family offices, but this

Technology
March 22, 2021

New Research: Wealth Tech Traps, As Told From The Front Line

WealthBriefing/Family Wealth Report and EY have joined forces to offer cutting-edge insights from

Awards
March 19, 2020

EXCLUSIVE: Winners Of Family Wealth Report 2020 Awards

Here are the comments made by judges about the winners and the highly commended organizations and

Technology
March 2, 2020

Preview: Family Office Fintech Summit, March 17

One of the major points in this new organization's conference calendar, and a marquee event for the

Comment & Analysis results for FundCount

Company Profiles
November 25, 2019

Local Partnerships: FundCount's Middle East, Africa Expansion

We talk to the US-headquartered firm about its foray into the MENA region and success it is