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Disclaimer: Lido Consulting Inc. is affiliated with Lido Advisors, LLC and Oakhurst Advisors, LLC and provides and promotes educational and professional networking events and forums. Lido Consulting Inc. does not offer advice on investments, and nothing reflected herein is a recommendation of or offer to sell or buy securities

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FundCount

FundCount offers family office directors, accountants and portfolio managers a powerful software solution for managing and reporting on all financial aspects of family office investments and operations. FundCount's integrated investment, partnership and general ledger accounting software – coupled with automation tools and customizable on-demand reports – brings a higher level of efficiency to family office operations and provides immediate, actionable insights for family members and clients.

 

FundCount supports virtually all security types, trusts, partnerships, holding companies, real estate and hard assets on one integrated platform. As a result, it offers a single source of investment truth for informed planning and decision making. In addition, by aggregating data across multiple family entities and custodians, FundCount facilitates consolidated financial, tax and performance analysis reporting.

 

FundCount’s “look through” visualization shows nested entities by individual or group exposure, and offers instant reporting on asset allocation, performance or income/expense assignment. Automated download of investment activity directly from custodians, brokers and investment managers – together with reconciliation tools – reduces manual input to improve efficiency and accuracy.

 

Founded in 1999, FundCount supports over 125 single and multi-family offices, fund administrators, hedge funds and private equity firms with assets totaling more than US $150 billion from its U.S. headquarters and four additional international locations.

Mike Slemmer

COO - Americas

As COO-Americas, Mike Slemmer is responsible for FundCount operations in the Americas. Since joining FundCount in late 2015, Mike has led the company to record growth both in new clients and revenue. Mike has over 30 years of experience in investment, treasury and financial technology. His broad expertise includes sales and sales management roles as well as marketing & product director and general management for Thomson Financial (now ThomsonReuters), DST and SS&C.

Mike holds a BA from the University of Delaware, an MBA in finance from the University of Houston and an executive degree from the Columbia University Graduate Business School. He is a CFA (Chartered Financial Analyst) charter holder and a member of the CFA Institute and the Boston Security Analysts Society. Mike regularly speaks at industry events and contributes thought leadership articles to industry publications such as Family Wealth Report, Family Office Elite, HFM and Bob’s Guide.