Advisor360° CRM vs FundCount
Advisor360° CRM
advisor360.com
FundCount
fundcount.comSide by side
| Figure | Advisor360° CRM | FundCount |
|---|---|---|
| Price from | — | $333.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 17 |
| Spec score · Wealth Management | 8.4 (#3) | 8.6 (#2) |
| Spec score · Portfolio Management Software | 7.9 (#38) | 8.8 (#6) |
| Headquarters | 400 1st Avenue, Needham, MA 02494, United States | Barbados |
| Legal name | Crunchbase identifies the legal entity as Advisor360°, LLC. | Crunchbase identifies the legal name as FundCount Group Ltd. and lists Alex Ivanov as CEO and founder. |
| Limit: learning curve | Gappsy cautions that the platform’s broad native feature set can create a learning curve for organizations coming from simpler point tools. | A Capterra reviewer reports a learning curve even though training materials are available. |
| Notable news | On August 10, 2026, Advisor360° announced a pilot for native Schwab account opening through its digital onboarding API. | FundCount announced on March 21, 2022 that it added a SaaS option on Amazon infrastructure in Canada alongside on-premises and cloud deployments. |
| Reporting | Practice-level reporting exposes relationship health, pipeline progress and team execution patterns. | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
| Security | Advisor360° says platform access uses unique user IDs and passwords with multi-factor authentication, and communications are encrypted with AES-256. | 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. |
| What it does | Advisor360° CRM is a wealth-management CRM embedded in the Advisor360° platform and organized around households. | FundCount combines portfolio accounting, partnership accounting and a general ledger for family offices, fund administrators, hedge funds and private-equity firms. |
Plans
FundCount
- Single Family Office / Asset Owner$35,899 a year
- Multi-Family Office$26,950 a year
- Fund Admin Incubator$14,450 a year
- Fund Administration$26,950 a year
- Hedge Fund$35,899 a year
- Shadow Hedge Fund$35,899 a year
- Asset Management$35,899 a year
- Private Equity$38,389 a year
- FundCount Sandbox$499 a month
- High-Net-Worth Individual$4,000 a year
In their own words
Advisor360° CRM
Advisor360° CRM is a cloud wealth-management CRM built into the Advisor360° platform. It organizes people, accounts, relationships, and activity around household records, keeping notes, decisions, documents, and next steps together. Prospects move through structured stages from first engagement to conversion and onboarding, with ownership and practice-wide visibility. A searchable timeline combines meetings, email, documents, and tasks, and tasks can trigger subsequent workflow steps. Parrot AI organizes household conversations and documents, links insights across meetings, and surfaces summaries and follow-up actions. Advisors can view and update key records in the Advisor360° Mobile App for Android and iOS, as well as on the web. The CRM names Outlook and Exchange Online integrations and connects with portfolio, planning, and trading tools. Secure messaging, document vault integration, compliance-designed texting, and practice reporting support protected communications and oversight. Advisor360° states that access uses unique credentials, multi-factor authentication, and AES-256 encryption, with SOC 2 and HIPAA certification.
FundCount
FundCount combines portfolio, partnership, and general ledger accounting for investment analysis and reporting. Its portfolio engine covers listed securities, fixed income, OTC derivatives, private equity, real estate, and alternatives; partnership tools handle capital accounts, allocations, waterfalls, fees, and profit splits. Reporting ranges from tables and charts to complex visualizations, and client community members can access sample reports through the Report Encyclopedia. The ETL Importer accepts Excel, CSV, text, and XML, alongside interfaces with banks, brokers, and custodians. Deployment options include on-site, public or private cloud, and fully managed SaaS. The investor portal provides permissioned access, document delivery, and multi-factor authentication. FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. Plans start at $14,450/yr, with digital transformation and hosting fees additional. There is no free plan or trial; the company offers guided proof-of-concept sessions using prospective customers' own data and reports.