Asora vs FundCount
Asora
asora.com
FundCount
fundcount.comSide by side
| Figure | Asora | FundCount |
|---|---|---|
| Price from | $300/mo | $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 |
| Self-hosted | — | Yes |
| Plans published | 7 | 17 |
| Spec score · Family Office Software | 8.2 (#4) | 8.6 (#2) |
| Spec score · Portfolio Management Software | 8.2 (#18) | 8.8 (#6) |
| Data aggregation | It automatically aggregates, maps, cleanses, and standardises data from banks and custodians. | FundCount advertises more than 50 native custodian and broker connectors plus Bloomberg and Refinitiv pricing and foreign-exchange feeds. |
| Founded | 2021 | 1999 |
| Free plan | No | No |
| Headquarters | Dublin, Ireland | Barbados |
| Performance reporting | Yes | Yes |
| Security | Asora states it uses end-to-end encryption, two-factor authentication or on-device biometrics, role-based permissions, and is ISO 27001 certified and GDPR compliant. | 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. |
Plans
Asora
- Entry tier$900 a month
- Data aggregation add-on$3,600 a year
- Alternative fund holdings add-on$3,600 a year
- Private cloud add-on$4,000 a year
- Onboarding fee$3,900, paid once
- Asora — $50–100M bracket (3 of 9)$15,600 a year
- EnterprisePriced on request
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
Asora
Asora is a family-office operating platform for aggregating financial data, managing portfolios, and producing reports. It automatically collects, maps, cleans, and standardizes data from banks and custodians with available feeds; its pricing page says it aggregates data from more than 200 custodians. The platform covers multiple asset classes and includes performance reporting, risk analysis, and tax-lot tracking. Performance monitoring provides a consolidated portfolio view, updated daily with consistent calculation methods across assets. An integration with Canoe Intelligence structures private-fund information such as capital calls, distributions, and investor statements. Asora runs on the web, iOS, and Android; its mobile app provides portfolio performance, balances, documents, and reports. The entry tier costs $900 a month, billed annually, with unlimited users and bank connections plus 20 custodian accounts. Pricing is tiered by net worth under management, with the full platform included at each tier. Additional investment-account packs cost $3,600 a year for 20 accounts. There is no free plan or trial.
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.