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FundCount vs WealthSphere

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FundCount

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

FactFundCountWealthSphere
AudienceFundCount says it serves family offices, fund administrators, hedge funds, and private equity firms.The maker lists corporate service providers, trust administration and accounting firms, company formation agencies, fiduciary firms, fund administrators, company secretaries, family offices, and law and accountancy firms as audiences.
DeploymentFundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment.WealthSphere is available as cloud SaaS or on-premise software.
Founded19992000
ProductFundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting.WealthSphere is integrated client management software for trust, corporate, and family office service providers.

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

WealthSphere plans

  • Modular pricingPriced on request

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 WealthSphere if…

WealthSphere suits trust, corporate, fiduciary, fund administration, family office, legal, and accountancy organizations managing entities, compliance, documents, accounting, or client portals.

Charts they share