FundCount
7.6#1 in investment accounting softwareFrom $4,000 a yearAndroidiOSWebAPI
VisitFundCount vs WealthSpectrum
WealthSpectrum
6.3#10 in investment accounting softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | FundCount | WealthSpectrum |
|---|---|---|
| Deployment | FundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment. | The maker describes cloud-ready deployment options including on-premise, private cloud, and managed cloud. |
| Performance reporting | Yes | Yes |
| Product | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. | WealthSpectrum is an integrated wealth management platform covering front, middle, and back office operations. |
| Reporting | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. | It offers investor and client reporting, including structured investment summaries, performance reports, and tax statements. |
| Security | 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. | The maker states that WealthSpectrum is SOC 2 Type II compliant and lists three-tier architecture, SSO, MFA, and IP whitelisting. |
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
WealthSpectrum 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 WealthSpectrum if…
It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and reporting. Its mobile apps and client portal may also suit teams that need to provide clients with portfolio views and updates.