FundCount vs WealthSphere
FundCount
fundcount.comWealthSphere
mywealthsphere.comSide by side
| Figure | FundCount | WealthSphere |
|---|---|---|
| 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 | Yes |
| Plans published | 17 | 1 |
| Spec score · Family Office Software | 8.6 (#2) | 6.7 (#24) |
| Audience | FundCount says it serves family offices, fund administrators, hedge funds, and private equity firms. | The maker lists corporate service providers, trust administration and accounting firms, company formation agencies, fiduciary firms, fund administrators, company secretaries, family offices, and law and accountancy firms as audiences. |
| Deployment | FundCount can run on premises, in a private or public cloud, or as a fully managed single-tenant SaaS environment. | WealthSphere is available as cloud SaaS or on-premise software. |
| Founded | 1999 | 2000 |
| Product | FundCount integrates portfolio, partnership, and general ledger accounting on one platform for investment analysis and reporting. | WealthSphere is integrated client management software for trust, corporate, and family office service providers. |
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.
WealthSphere
WealthSphere has no write-up on Specifiction yet; its figures are above.