FundCount vs. Private Wealth Systems Comparison


FundCount FundCount Americas	Private Wealth Systems
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FundCount	Private Wealth Systems
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Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website for NaviPlan FAMCare Human Services FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. 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With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. 4.6 out of 5 stars 738 Ratings Visit Website for Datasite Diligence Virtual Data Room CapLinked When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. 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Visit caplinked.com. 4.5 out of 5 stars 248 Ratings Visit Website for CapLinked Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. 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FundCount: About FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.	Private Wealth Systems: About Private Wealth Systems is an award‑winning, cloud‑based platform that delivers ultra‑high‑net‑worth individuals, family offices, RIAs, endowments, foundations, and institutional consultants unparalleled accuracy, transparency, speed, and flexibility in portfolio management and reporting. It features intelligent aggregation across over 400 global data feeds, combining multi‑asset (public, private, fixed income, hedge funds, VC, real estate, derivatives, art/collectibles) and multi‑currency holdings into a single consolidated view. Its proprietary ledger‑backed data model preserves accounting integrity while enabling flexible structuring, grouping, and custom attributes at any level. Users benefit from real‑time performance insights, benchmark tracking, tax‑lot level gains/losses, wash‑sale detection, and full drill‑through analysis.
FundCount: Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Private Wealth Systems: Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
FundCount: Audience Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals	Private Wealth Systems: Audience Institutional advisors needing a tool providing an accounting and reporting system with customizable analytics and secure client access
FundCount: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Private Wealth Systems: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
FundCount: API Offers API Supported	Private Wealth Systems: API Offers API Not Supported
FundCount: Screenshots and Videos View more images or videos	Private Wealth Systems: Screenshots and Videos View more images or videos
FundCount: Pricing $500 FundCount's primary markets are Single- and Multi-Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private equity firms. The annual subscription starts at $500 USD and includes customer support, ongoing maintenance releases and upgrades. Free Version Not Supported Free Trial Not Supported	Private Wealth Systems: Pricing No information available. Free Version Not Supported Free Trial Not Supported
FundCount: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Private Wealth Systems: Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

FundCount: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Private Wealth Systems: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported
FundCount: Company Information FundCount Americas Founded: 2001 United States fundcount.com	Private Wealth Systems: Company Information Private Wealth Systems Founded: 2015 United States privatewealthsystems.com
FundCount: Alternatives Crowdsofts 5.0 out of 5 stars	Private Wealth Systems: Alternatives 1fs Wealth 1fs
FundCount: NAVCalc DYNAM Dynamic Asset Management s.r.o.	Private Wealth Systems: Dasseti
FundCount: Elysys Loans Elysys	Private Wealth Systems: BITA Risk corfinancial
FundCount: Allvue Allvue Systems	Private Wealth Systems: FundCount FundCount Americas
FundCount: The Archway Platform SEI Family Office Services View All	Private Wealth Systems: Greenlock View All
FundCount: Categories Family Office Supported Fund Accounting Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Private Equity Supported Wealth Management Supported	Private Wealth Systems: Categories Family Office Supported Wealth Management Supported
FundCount: Show More Features Fund Accounting Features Accounts Payable Supported Accounts Receivable Supported Activity Tracking Supported Asset Management Supported Bank Reconciliation Supported Budgeting & Forecasting Supported Compliance Management Supported Donor Management Not Supported General Ledger Supported Partnership Accounting Supported Purchasing & Receiving Supported Hedge Fund Features Compliance Management Supported Contact Management Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported
FundCount: Integrations Adobe Acrobat Sign Supported Alfresco Digital Business Platform Supported Atlassian Crowd Supported Bloomberg Tax & Accounting Fixed Assets Supported Docusign Supported Emburse Expense Professional Supported Encompass Supported Formstack Supported HubSpot Customer Platform Supported LSEG Due Diligence Centre Supported LSEG World-Check Supported Laserfiche Supported Microsoft Dynamics 365 Supported Oracle Business Intelligence (OBIEE) Supported Payment Rails Supported Salesforce Supported Tableau Supported Twelve Data Supported UBSplus Supported Wrike Supported Show More Integrations View All 34 Integrations	Private Wealth Systems: Integrations Adobe Acrobat Sign Not Supported Alfresco Digital Business Platform Not Supported Atlassian Crowd Not Supported Bloomberg Tax & Accounting Fixed Assets Not Supported Docusign Not Supported Emburse Expense Professional Not Supported Encompass Not Supported Formstack Not Supported HubSpot Customer Platform Not Supported LSEG Due Diligence Centre Not Supported LSEG World-Check Not Supported Laserfiche Not Supported Microsoft Dynamics 365 Not Supported Oracle Business Intelligence (OBIEE) Not Supported Payment Rails Not Supported Salesforce Not Supported Tableau Not Supported Twelve Data Not Supported UBSplus Not Supported Wrike Not Supported Show More Integrations
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