FundCount Pricing Overview

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FundCount Pricing Key Insights

Last updated on Apr 09, 2026

FundCount offers 7 pricing editions, starting at $499. FundCount pricing tiers are designed to support different usage levels and team sizes. FundCount does not offer a free trial. Higher-tier plans are available via direct consultation with the vendor. Compare the FundCount pricing table below to figure out the best fit for your needs.

FundCount Sandbox — $499 / Per Month
High-Net-Worth Individual — $4,000 / 1 user Per Year
Family Office — Contact Us
Asset Management — Contact Us
Fund Administration — Contact Us
Hedge Fund — Contact Us
Private Equity — Contact Us

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

FundCount Sandbox
$499.00
Per Month

Sandbox allows experienced investment systems users to "try before they buy."

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.

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.

Asset Management
Contact Us

Complex investment accounting and reporting made simple with the support of all asset classes and global operations, and data integration.

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.

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.

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.

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FundCount Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Product Price Features
Betterment at Work
Betterment at Work
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
Koyfin
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
Orion Advisor Technology
Orion Advisor Technology
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.
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