AtlasFive vs FundCount
AtlasFive
eton-solutions.com
FundCount
fundcount.comSide by side
| Figure | AtlasFive | FundCount |
|---|---|---|
| Price from | — | $333.33/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 17 |
| Spec score · Family Office Software | 7.8 (#6) | 8.6 (#2) |
| Spec score · Investment Accounting Software | 7.8 (#9) | 8.3 (#2) |
| Audience | The platform serves single and multi-family offices, business managers, wealth owners, registered investment advisors, private equity firms and partners. | FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. |
| Data integrations | AtlasFive® provides access to more than 1,500 banks and custodians directly or through partner aggregators, with daily automated data-feed processing and aggregation. | FundCount says it has interfaces with dozens of banks, brokers, and custodians and imports data through its ETL Importer, including Excel, CSV, text, and XML formats. |
| Deployment | AtlasFive® is cloud-native and clients operate on isolated Azure single-tenant instances, with optional customer-managed encryption keys. | FundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment. |
| Founded | Eton Solutions was founded in 2015. | 1999 |
| Headquarters | Morrisville, North Carolina, United States | Barbados |
| Reporting | It offers more than 50 pre-built reports, custom dashboards through reporting APIs, Power BI integration and natural-language analysis with EtonAI™. | Reporting includes financial statements, performance, NAV, look-through analysis, dashboards and on-demand investor outputs. |
| Security | The maker states that data and documents are encrypted at rest and in transit using AES-256 and TLS, with role-based and entity-level access controls. | 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. |
| Support | Eton Solutions says its Global Service Center provides hands-on training, troubleshooting and proactive guidance, with dedicated experts available around the clock. | FundCount says its global offices provide over 16 hours of daily support. |
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
AtlasFive
AtlasFive is a cloud-native wealth-management platform combining entity and portfolio management with general-ledger and fund accounting, transaction processing, and document management. It covers more than 270 workflows across investment management, accounting, tax, document management, bill pay, fund accounting, and trust accounting. Trust features include information management, automated principal-and-income tracking, purpose-built reports, and annual account review. EtonAI extracts data from more than 250 types of financial documents, including capital-call notices, distribution notices, and manager statements. AtlasFive connects directly or through partner aggregators to more than 1,500 banks and custodians, with daily automated data-feed processing. Reporting includes more than 50 pre-built reports, APIs for custom solutions, Power BI integration, and natural-language report analysis through EtonAI. Its mobile app gives family members access to financial information, documents, approvals, bill submission, and secure messaging. AtlasFive runs on isolated Azure single-tenant instances, with optional customer-managed encryption keys; the maker also lists encryption and access controls. Pricing depends on deployment scope and typically starts in the six figures annually. The platform is designed for staffed family offices at $500M+ of wealth.
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.