Last updated on
Company health
Ratings
FundCount description
FundCount is an award-winning software solution for managing investment portfolios. Designed for family offices, hedge funds, and private equity firms, it provides tools for accounting, analysis, and reporting of complex investments across various portfolios. It offers integrated general ledger functionality, automated workflows, and direct data feeds from brokers and custodians to enhance efficiency. FundCount aims to provide a comprehensive solution for tracking, analyzing, and understanding the value of your investments.
Who is FundCount best for
FundCount is an investment management solution designed for family offices, hedge funds, and private equity firms. It offers accounting, analysis, and reporting tools for complex investments. FundCount automates workflows and integrates with data feeds from brokers and custodians. This software streamlines investment tracking and analysis, providing a unified view of portfolio performance.
-
Best fit for financial firms of all sizes, especially larger institutions.
-
Ideal for the finance, banking, and insurance sector.
FundCount features
| Supported FundCount supports workflow automation and uses RPA to automate tasks. |
| Supported FundCount automates data feeds from brokers and custodians for streamlined updates and reconciliation. |
| Supported FundCount provides tools for tracking performance, analyzing holdings, and generating reports. |
| Supported FundCount can integrate with other accounting systems through its unified ledger and APIs. |
| Supported FundCount generates comprehensive investment performance reports, including key metrics. |
| Supported FundCount tracks historical performance data, including returns and benchmarks, using reports and dashboards. |
FundCount alternatives
AumniBetter fit for venture capital firms. Focuses on automating document analysis and reporting. Has garnered more user reviews and positive feedback regarding customer support and insights.Read more
AddeparBetter suited for larger firms and institutions dealing with high-net-worth individuals and complex investments. FundCount is growing slower. It has more ratings and reviews available.Read more
S&P Capital IQ ProBetter for users focused on publicly traded company research. A strong S&P Capital IQ Pro alternative for private investments is FundCount. S&P Capital IQ Pro has higher ratings.Read more
NMI MRMBetter for payment processors needing merchant management. Higher G2 rating. Strong customer support and centralized merchant information are appreciated by users, but some dislike the new UI and limited mobile app.Read more
Juniper SquareBetter for investor relations and fundraising, with streamlined fund administration. Focuses on private investment partnerships for real estate, private equity, and venture capital firms. It is growing faster and has higher ratings.Read more
VyzerBetter for individuals and families managing diverse investments. Has more momentum based on employee growth.Read more
FundCount FAQ
What is FundCount and what does FundCount do?
FundCount is an investment management solution for family offices, hedge funds, and private equity firms. It offers portfolio accounting, performance tracking and reporting, automated workflows, and integrations with data providers. FundCount streamlines investment operations and provides a comprehensive view of portfolio performance.
How does FundCount integrate with other tools?
FundCount integrates with various accounting systems through its unified ledger and APIs. It also automates data feeds from brokers and custodians, ensuring streamlined data updates and reconciliation for efficient portfolio management.
What the main competitors of FundCount?
FundCount competes with Aumni, Addepar, and Juniper Square. Aumni caters to venture capitalists, while Addepar focuses on large financial institutions. Juniper Square specializes in private investment partnerships. Other alternatives include S&P Capital IQ Pro and Vyzer.
Is FundCount legit?
Yes, FundCount is a legitimate software solution for investment portfolio management. It's designed for family offices, hedge funds, and private equity firms, offering tools for accounting, analysis, and reporting. While reviews are limited, it offers features such as automated data feeds and workflow automation.
How much does FundCount cost?
FundCount doesn't publicly disclose its pricing. Contact FundCount directly for a personalized quote based on your specific needs. Consider exploring alternative solutions if transparent product pricing is a priority for you.
Is FundCount customer service good?
FundCount's customer service receives mixed reviews. While some users praise the support team's responsiveness and helpfulness, others mention occasional delays in email responses. Overall, the support team is generally considered helpful during the onboarding process and for addressing software issues.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.