Review on Fundwave by Jason Paige

I can always count to 4 with our CCO/CAO! He's extremely knowledgeable about all aspects of managing investments in both public equity funds as well as private investment vehicles like venture capital firms or PE Funds - which are really different beasts from each other. While he did not come into existence until after my time here at FW but has been an invaluable asset working closely alongside him for over 10 years now. We have never had any issues whatsoever that were caused by his diligent attention & involvement around keeping everything up-to date / accurate within our system (which is key). There isn't much there dislike wise although if you're looking specifically for more user friendly software options then we couldn’t recommend them enough! All our compliance requirements regarding financial information such as quarterly reports etc., along with portfolio performance statements, general ledger posting etc. Our CPAs need I like that it is very user friendly for non-tech savvy people to use as well! It's not perfect but we are working with their support team in order make changes/additions so our experience has been great thus far!! We have had some issues getting reports out of them (not sure if this was due too us or what) - however they were quick at fixing things once notified about an issue.- Overall good product which makes managing funds easy.