FundCount vs Temenos Wealth Front Office
FundCount
fundcount.comTemenos Wealth Front Office
temenos.comSide by side
| Figure | FundCount | Temenos Wealth Front Office |
|---|---|---|
| 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 | Yes |
| Plans published | 17 | 0 |
| Spec score · Portfolio Management Software | 8.8 (#6) | 7.9 (#34) |
| Spec score · Wealth Management | 8.6 (#2) | 7.2 (#12) |
| Deployment | FundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment. | Temenos says Wealth Front Office is available on multiple clouds, as SaaS, or on-premise. |
| Founded | 1999 | 1993 |
| Headquarters | Barbados | Geneva, Switzerland |
| Performance reporting | Yes | Yes |
| Support | FundCount says its global offices provide over 16 hours of daily support. | Temenos describes standard support as including 24/7 access to its critical call center and a customer support portal for incidents and software updates. |
| What it does | FundCount combines portfolio accounting, partnership accounting and a general ledger for family offices, fund administrators, hedge funds and private-equity firms. | Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers, covering profiling, modeling, performance reporting, risk, and compliance. |
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
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.
Temenos Wealth Front Office
Temenos Wealth Front Office is a portfolio management system for advisors and portfolio managers. It brings together client profiling, portfolio modeling, performance reporting, risk analysis and compliance, with coverage for cash, equities, fixed income, derivatives and structured products. Advisors can build tailored asset allocations and model portfolios for advisory or discretionary services. The system supports complex, multi-layered rebalancing and execution-mode client relationships, and automates investments, order generation and compliance checks while allowing human involvement in relationship optimization. Dashboards and alerts surface actions for portfolio and relationship managers. Ready-to-use workflows can be altered and extended to meet an institution’s needs. Open APIs, pre-integrated services and adaptors support connections with Temenos products, bank applications and fintech solutions. Deployment options include SaaS, multiple clouds and on-premise. The product is described as serving clients from ultra-high-net-worth individuals to mass affluent segments across geographies. Pricing is paid and available on request, with a tailored cost model described.