FundCount Reviews - Pros & Cons, Ratings & more - 2025
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FundCount
65%
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  • Financial Management Software
  • FundCount
  • Review

    • FundCount

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    65%

    FundCount is an advanced accounting, analysis, and reporting software tailored for family offices, hedge funds, private equity firms, and fund administrators. It integrates portfolio and partnership accounting with a multicurrency general ledger for streamlined workflows and precise calculations. Supporting diverse asset classes and flexible reporting options, it enhances operational efficiency and delivers actionable insights. FundCount simplifies complex investment management while ensuring accuracy and scalability.

    Overview Reviews Deals Videos Pricing Experience Cancellation FAQ Alternatives

    Subscribed Reviews

    65% Subscribed Score

    Analysis

    FundCount is a comprehensive investment portfolio management software designed for high-net-worth individuals, family offices, hedge funds, private equity, and fund administrators. It offers integrated multicurrency general ledger, automated workflows, advanced reporting, and support for diverse asset classes, enabling accurate and efficient fund management. FundCount surpasses alternatives like Morningstar Direct in multi-entity reporting but is steeply priced for smaller firms. While its robust features benefit financial professionals managing complex portfolios, it lacks appeal for simpler use cases or non-U.S. tax compliance. Pricing starts at $499/month for testing, with annual plans from $4,000. Customer support is responsive and encourages tailored improvements, ensuring long-term value for users.

    Subscribed Score Metrics
    24/36 Metric achieved
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    5/6 Metric Checks
    Security
    Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
    4/6 Metric Checks
    Value of Money
    Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
    4/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
    5/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    3/6 Metric Checks
    MetricsScore
    Customer Support5/6
    Security4/6
    Ease of Use5/6
    Value of Money4/6
    Integration3/6
    Popularity3/6
    Radar Chart Table View
    Pros & Cons
    Comprehensive all-in-one solution for accounting.
    Highly customizable reporting options.
    Efficient customer support and onboarding.
    Handles diverse asset classes effectively.
    Some functionalities are US-centric.
    Occasional software updates cause issues.
    High pricing for smaller companies.
    Manual workarounds needed for incomplete features.

    Reviews of FundCount from other platforms

    4.3
    (13)
    4.3
    (13 Reviews)
    Capterra Review