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FundCount vs Global WealthES™

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FundCount

7.6#1 in investment accounting softwareFrom $4,000 a year
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What both publish

FactFundCountGlobal WealthES™
HeadquartersBarbadosEdison, New Jersey, USA
ProductFundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting.Global WealthES is an integrated wealth management solution for medium and large financial institutions.
ReportingReporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs.Global WealthES offers more than 150 reports and client statements.

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

Global WealthES™ plans

No prices published.

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.

Pick Global WealthES™ if…

Global WealthES suits medium and large financial institutions, including private banks, trust banks, wealth managers, broker-dealers, family offices, and RIAs. It is aimed at organizations needing investment, accounting, securities-processing, and reporting capabilities in one platform.

Charts they share