Clearwater Analytics vs FundCount
Clearwater Analytics
cwan.com
FundCount
fundcount.comSide by side
| Figure | Clearwater Analytics | 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 | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 17 |
| Spec score · Investment Accounting Software | 7.5 (#17) | 8.3 (#2) |
| Spec score · Portfolio Management Software | 7.5 (#59) | 8.8 (#6) |
| Founded | 2004 | 1999 |
| Headquarters | Boise, Idaho, United States | Barbados |
| Performance reporting | Yes | Yes |
| Security | The platform page lists encryption in transit and at rest, role-based access management, automated patching, redundancy and disaster recovery, monitoring, and audit logging. | 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 | The support page links technical help for Clearwater, Enfusion, and Beacon products. | FundCount says its global offices provide over 16 hours of daily support. |
| What it does | Clearwater connects investment data and workflows across public and private markets in a front-to-back investment management platform. | 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
Clearwater Analytics
Clearwater Analytics has no write-up on Specifiction yet; its figures are above.
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.