CASE STUDY: ASSET MANAGEMENT MBG CAPITAL The Company Established in 2011, MBG Capital is a boutique investment advisory firm that provides consultancy and financial advisory services to select asset allocators, high net worth individuals, institutional investors and offshore alternative investment funds. The firm serves as investment adviser to a Philippines- focused equity fund domiciled in the Cayman Islands. The Challenge A strong proponent of technology and disciplined accounting, MBG Capital’s CEO, Michael Garcia, was intent on imple- menting a back-office accounting system that could support the firm’s sophisticated products. A preliminary search led to FundCount, whose integrated partnership and portfolio accounting software appeared to be an excellent fit. Although earl

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