FundCount vs RightCapital
FundCount
fundcount.com
RightCapital
rightcapital.comSide by side
| Figure | FundCount | RightCapital |
|---|---|---|
| Price from | $333.33/mo | $12.50/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 17 | 4 |
| Spec score · Wealth Management | 8.6 (#2) | 7.7 (#7) |
| Headquarters | Barbados | 2 Enterprise Dr Ste 508, Shelton, CT 06484-4640, United States |
| Security | 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. | RightCapital says personally identifiable information and uploaded documents are encrypted at rest using AES-256, and data transmissions use HTTPS. |
| Support | FundCount says its global offices provide over 16 hours of daily support. | Advisor support is available by chat, phone, email, and scheduled case reviews Monday through Friday, 9:00 am to 6:00 pm Eastern Time. |
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
RightCapital
- Basic$149.95 a year
- Premium$209.95 a year
- Platinum$254.95 a year
- EnterprisePriced on request
In their own words
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.
RightCapital
RightCapital is financial planning software for financial advisors, with tools for retirement projections, tax planning, and client communication. Advisors can compare retirement scenarios using Monte Carlo simulations and stress tests, and analyze tax-return data to model Roth conversions, equity allocation, and tax-efficient withdrawals. Snapshot creates personalized plan summaries for sharing as a PDF or through the secure client portal. Clients can use the portal and mobile app to view net worth, track budgets, edit transactions, and upload documents to the Vault. The software supports cash-flow, goal, insurance, investment, and scenario planning, and integrates with custodians, CRMs, portfolio analytics providers, and other software. Listed partners include Schwab, Fidelity, Redtail, Wealthbox, and Morningstar Advisor Workstation. RightCapital says personal information and uploaded documents are encrypted at rest with AES-256 and transmissions use HTTPS; account access is read-only, and banking credentials are managed by Envestnet | Yodlee. Plans start at $149.95 per advisor per month, billed annually, with a first-year annual commitment. A 14-day free trial is offered; there is no free plan.