FundCount vs Windham Portfolio Advisor vs emX

Starting Price

Not provided by vendor Not provided by vendor Not provided by vendor

Best For

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

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Our target market is financial advisors, planners and assistants in the RIA and Broker Dealer space.

Rating


4.5 / 5
(6)


5 / 5
(6)


4 / 5
(9)

Ideal number of Users

1 - 1000+

1 - 99

1000+

Ease of Use


4 / 5

4.5 / 5

3.5 / 5

Customer Support


4 / 5

5 / 5

4 / 5

Features & Functionality


4.5 / 5

5 / 5

4.5 / 5

Value for Money


3.5 / 5

4.5 / 5

3.5 / 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
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • check Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

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Capterra screenshot placeholder
View 5 screenshots 2366 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 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
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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FundCount vs Windham Portfolio Advisor vs emX

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