FundCount vs Stock Portfolio Organizer

Starting Price

Not provided by vendor

$149.00/one-time

Best For

Hedge funds, fund administrators, family offices, private equity funds, and other investment professionals.

Investment managers, Investment management companies, asset managers, Individual investors

Rating


4.5 / 5
(6)
Read All Reviews

5 / 5
(3)

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.2 / 5

4.7 / 5

Customer Support


4.2 / 5

5 / 5

Features & Functionality


4.4 / 5

4.7 / 5

Value for Money


3.3 / 5

5 / 5

Product Features

  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • check Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • check Portfolio Rebalancing
  • check Real Estate
  • check Risk Management
  • close Accounting Management
  • close Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • check Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

Capterra screenshot placeholder
View 5 screenshots 101676 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of Stock Portfolio Organizer vs FundCount

FundCount vs Stock Portfolio Organizer

Share

share Share Your Comparison of Stock Portfolio Organizer vs FundCount