[ FundCount Reviews ](https://www.g2.com/products/fundcount/reviews) [ FundCount Reviews ](https://www.g2.com/products/fundcount/reviews) # FundCount Pricing Overview [Editedit](https://my.g2.com/fundcount/pricings) FundCount Sandbox $499.00 Per Month Sandbox allows experienced investment systems users to "try before they buy." - you can reproduce your current operations to test the capabilities of the solution Show More High-Net-Worth Individual $4,000.00 1 user Per Year A professional solution for investment accounting and reporting, designed for High-Net-Worth individuals and small family offices. - Unified real-time General Ledger for investment and partnership accounting and reporting - More than 100 reports available out of the box - Includes Accounts Payable module - Self-starter kit with checklists, training, and consulting - Up to US$30M and up to 3 users Show More Family Office Contact Us The all-in-one solution for single and multi-family offices that aggregates, tracks and reports investment details across family entities. - The all-in-one solution for single and multi-family offices that aggregates, tracks and reports investment details across family entities. - Configure workflows to suit your operating needs - Automate data feeds from Custodians, Brokers, Banks, and Alt Managers - Perform reconciliations in less than 98% of the time a manual processes require - Prepare full financials (P&L, Balance Sheet, Cash Flow, NAV, Capital Statements) 24/7 Show More Asset Management Contact Us Complex investment accounting and reporting made simple with the support of all asset classes and global operations, and data integration. - Partnership accounting with multi-entity reporting and consolidation of master-feeder, nested entity and side pockets in unit, series or equalization structured entities - Available on-premises, in a public or private cloud, or as a fully managed SaaS solution - Any report is ready in seconds, no matter what instrument, vehicle, asset, or legal or economic holding structure you work with Show More Fund Administration Contact Us A fully integrated investment, partnership and general ledger solution for fund administration that brings together accounting and reporting on one easy-to-use platform. - White-labeled Client/Investor reports in any language - Look-through reporting to Fund and Asset Management clients - Self-service for clients’ portfolio reporting needs Show More Hedge Fund Contact Us FundCount for Hedge Fund addresses alternative funds’ needs allowing them to shadow their fund administrators and ensure data and report correctness. - Perfect fit for mid-sized and big hedge funds and alternative funds serviced by fund administrators - Available in the single-client secure cloud (no IT infrastructure is needed) or on-premises - Low-cost, light-implementation Show More Private Equity Contact Us Manage front office fundraising, deal flow, and investor communications in a tool that integrates seamlessly with your portfolio, partnership, and reporting needs. - Deal with equity, loan and convertible and hybrid investment structures - Apportion assets easily across entities on a unit, series, or equalization basis - Calculate waterfalls with the flexibility of Excel Show More Choose the best fit for your business needs or pick FundCount Sandbox to try the solution FundCount has 7 pricing editions. Look at different pricing editions below and see what edition and features meet your budget and needs. Pricing information for FundCount is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase FundCount must be conducted with the seller. Pricing information was last updated on October 10, 2024 Show More [ ![Sharesight](https://images.g2crowd.com/uploads/product/hd_favicon/951a1055a024c01f4fc20a5ac2789642/sharesight.svg "Sharesight") Sponsored Sharesight Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5 (419) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5 (546) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5 (284) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/fundcount/competitors/alternatives) ## FundCount Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png) [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) ##### Essential | $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply\* | An affordable, easy-to-manage 401(k) plan for your employees’ retirement. - Dedicated Onboarding specialist - Simple payroll integrations with Gusto, Trinet, and other providers - 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support - Scheduled phone and email support for plan administrators - Getting started webinars and emails for employees | | ![Koyfin](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png) [Koyfin](https://www.g2.com/products/koyfin/reviews) ##### Free | $0.00 | The ultimate beginner package; everything you need to get started gaining insight on your investments - 2Y financials & 1Y estimates - My Portfolio - Advanced charting - Market & macro dashboards - 2 watchlists & 2 screens - 2 custom dashboards - Limited company snapshots - Limited news [Show More](javascript:void(0);) | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg) [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) ##### Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Invesment Platform - 15% off Any Redtail Plan | Various alternatives pricing & plans Pricing information for the above various FundCount alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ Leading conversation analysis software for small business ](https://www.g2.com/discussions/what-s-the-leading-conversation-analysis-software-for-small-businesses)[ Best AI agents for reducing manual workload in operations ](https://www.g2.com/discussions/what-are-the-best-ai-agents-for-reducing-manual-workload-in-operations)[ Top virtual data room provider with strong security features ](https://www.g2.com/discussions/top-virtual-data-room-provider-with-strong-security-features) [ Best billing software with automated payment reminders ](https://www.g2.com/discussions/best-billing-software-with-automated-payment-reminders)[ Top digital asset management software for small business ](https://www.g2.com/discussions/top-digital-asset-management-software-for-small-businesses)[ What are some encryption key management software solutions with SaaS deployment models to avoid infrastructure management overhead? ](https://www.g2.com/discussions/what-are-some-encryption-key-management-software-solutions-with-saas-deployment-models-to-avoid-infrastructure-management-overhead%20) Show More [ Leading conversation analysis software for small business ](https://www.g2.com/discussions/what-s-the-leading-conversation-analysis-software-for-small-businesses)[ Best AI agents for reducing manual workload in operations ](https://www.g2.com/discussions/what-are-the-best-ai-agents-for-reducing-manual-workload-in-operations)[ Top virtual data room provider with strong security features ](https://www.g2.com/discussions/top-virtual-data-room-provider-with-strong-security-features) [ Best billing software with automated payment reminders ](https://www.g2.com/discussions/best-billing-software-with-automated-payment-reminders)[ Top digital asset management software for small business ](https://www.g2.com/discussions/top-digital-asset-management-software-for-small-businesses)[ What are some encryption key management software solutions with SaaS deployment models to avoid infrastructure management overhead? ](https://www.g2.com/discussions/what-are-some-encryption-key-management-software-solutions-with-saas-deployment-models-to-avoid-infrastructure-management-overhead%20)