Best Investment Accounting Software in 2026
Updated
In short: Enfusion is ranked #1 of 28 as of 4 October 2026, ahead of FundCount and FIS Data Integrity Manager. The lowest first paid tier on this page is CrossVal at AED 550/mo.
Tracking investment activity involves choices about the assets, transactions, and reports your team needs to handle. Compare asset coverage and tax-lot accounting with the transaction limit and multi-currency support. Investor reporting and performance reporting can help you assess the reporting capabilities listed, while the free plan and “Paid from” details provide cost points to consider. The ranking begins with FundCount, Enfusion, and WealthSpectrum, followed by Archway Platform and SS&C Advent Geneva. Use the listed features and order to compare how each option aligns with the accounting activity you want to manage.
28 investment accounting software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 Enfusion Top pick · 6.8 
#2 FundCount Runner-up · 6.5 $1204.17/mo
#3 FIS Data Integrity Manager Also great · 6.4 - iOSLinuxmacOSWebWindows
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - apiLinuxmacOSself-hostedWebWindows
- Free plan
- No
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
- Tax-lot accounting
- Yes
RecognisedDocumentedFree planPlatforms$1204.17/mofirst paid tier About FundCountVisit site - Web
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSWebRecognisedDocumentedFree planPlatforms
- AndroidapiiOSself-hostedWeb
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
- Tax-lot accounting
- Yes
RecognisedDocumentedFree planPlatforms - extensionWeb
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - AndroidapiiOSWebRecognisedDocumentedFree planPlatforms
- Web
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
- Tax-lot accounting
- Yes
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- AndroidapiiOSWeb
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms$1083.33/mofirst paid tier About Orion Portfolio AccountingVisit site - Windows
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Asset coverage
- both
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - WebiOSAndroid
- Free plan
- No
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - self-hosted
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Asset coverage
- private
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - WebiOSAndroid
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Free trial Web
- Free plan
- No
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms - WebiOSAndroid
- Free plan
- No
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Free trial Web
- Free plan
- No
RecognisedDocumentedFree planPlatformsAED 550/mofirst paid tier About CrossValVisit site - Web
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Asset coverage
- public
- Performance reporting
- Yes
- Investor reporting
- Yes
RecognisedDocumentedFree planPlatforms -
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms -
- Asset coverage
- both
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 395 /mo
- Asset coverage
- public
- Performance reporting
- Yes
RecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which investment accounting software is ranked first on Everything Xiaomi?
Enfusion is ranked #1 of 28 with a score of 6.8. FundCount is second and FIS Data Integrity Manager third.
How many of these have a free plan?
0 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, CrossVal has the lowest first paid tier we found: AED 550/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.