Broadridge Investment Accounting
5.7#19 in investment accounting softwareWeb
VisitBroadridge Investment Accounting vs FundCount
What both publish
| Fact | Broadridge Investment Accounting | FundCount |
|---|---|---|
| Founded | 2007 | 1999 |
| Headquarters | Lake Success, New York, United States | Barbados |
| Investor portal | The optional iPAS extension provides online access to balances, statements, confirmations and withdrawal requests. | The investor portal offers permissioned access, document delivery, multifactor authentication and activity controls. |
| Reporting | It provides real-time business intelligence reporting and analytics for investment organizations. | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
| Security | The iPAS participant portal uses multiple layers of security and is fully integrated with Broadridge Investment Accounting in real time. | FundCount provides a security and compliance center covering access, incident response, change management, subprocessors, penetration-test materials and audit reports, with some documents potentially requiring an NDA. |
Broadridge Investment Accounting plans
- Broadridge Investment AccountingPriced on request
FundCount plans
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Shadow Hedge Fund$35,899 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
Pick Broadridge Investment Accounting if…
It is aimed at public finance organizations, including treasuries, retirement plans, and operating funds, as well as institutional investment organizations managing public funds. The optional iPAS portal is relevant to organizations that need participants to view account information and handle authorized cash transactions online.
Pick FundCount if…
FundCount is aimed at family offices, fund administrators, hedge funds, and private equity firms. Its accounting and reporting features suit organizations handling multiple asset classes or partnership structures.