# FundCount Reviews
**Vendor:** FundCount  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About FundCount
Award-winning accounting, analysis &amp; reporting software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L FundCount&#39;s portfolio &amp; partnership accounting software tracks, analyzes and reports the value of complex investments across portfolios. An integrated multicurrency G/L and automated workflow tools, including direct feeds with brokers/custodians, improve operational efficiency. The software supports a wide range of asset types and portfolio measurement methodologies. FundCount brings speed, accuracy and analytical insight to your firm.






- [View FundCount pricing details and edition comparison](https://www.g2.com/products/fundcount/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+17%3A59%3A36+-0500&secure%5Bsession_id%5D=a0512116-9ad9-40bc-b9bc-9406c342a342&secure%5Btoken%5D=09dcee14b251865746effb708c0de83e6c706f5a7ba9bf48dac6e9de1a764203&format=llm_user)

## FundCount Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (274 reviews)

