# Fundy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Fundy Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/10027232/Fundy --- # Fundy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on January 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Fundy ## What is Fundy? Fundy is a comprehensive, web-based platform designed for property and private equity fund managers. It simplifies the complexities of fund management, from tracking investor transactions to calculating capital calls, distributions, and fees. With Fundy, managers can easily handle portfolio analysis, generate reports, and monitor payment statuses in real-time, all within a secure, audited environment. Key features include: Automated Calculations: Capital calls, distributions, fund fees, and more Seamless Reporting: Export detailed reports to Excel with embedded formulas Real-Time Payment Tracking: Direct integration with banking and accounting systems Enhanced Security: Includes SSO, audit trails, and multi-user transaction confirmations Fundy is trusted by investment professionals to reduce operational risks and save time on essential fund activities. Request a free demo to see how Fundy can elevate your fund management operations. ## What is Fundy used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Fundy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://exquance.com/&name=Fundy) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Fundy 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 0.0 (0) Customer Service 4.4 (8) ## Fundy alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [WOWS Investment Portal](https://www.capterra.com/p/10011153/WOWS/) [4.7 (97)](https://www.capterra.com/p/10011153/WOWS/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10011153/WOWS/) ## FAQs about Fundy Overview ### What company size and specific industries is Fundy built for? Fundy is designed for property and private equity fund managers, investment firms, and other financial professionals that need secure, automated fund management. It is best suited to organizations in the financial services and investment sectors, especially firms handling fund administration and portfolio operations. Features and Usability ### What are the key features of Fundy? Fundy offers fund management, portfolio management, and investments tracking for managing holdings and performance. It also includes financial management and fee management, along with customizable reports, reporting/analytics, and visual analytics. Additional features include real-time data, audit trail, alerts/notifications, client management, and third-party integrations. Integrations ### Which third-party tools and platforms does Fundy integrate with? Fundy integrates with 3 third-party platforms: Basware, ModelTree, and Procountor. These catalog integrations cover finance and accounting workflows, giving Fundy connectivity to established business systems used for invoice processing, data modeling, and bookkeeping. Getting Started and Support ### What training and onboarding options does Fundy offer? Fundy provides live online training sessions to help teams get started. These sessions support guided instruction in a real-time format, allowing users to review setup steps, ask questions, and learn core features with direct trainer support. Getting Started and Support ### What customer support options does Fundy offer? Fundy provides Email/Help Desk support for customer questions and issue resolution. Support quality feedback is not available here, so no claims can be made about response times, helpfulness, or common frustrations. The catalog lists this as the product’s support channel. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Customizable Reports Alter the layout and content of reports Fundy 17 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Alter the layout and content of reports Import and export data to and from software applications Track collected or paid charges for services performed or access granted Plan, manage, and track the financial activities of an individual or organization Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time View and track pertinent metrics to find patterns and gain insights from data Set up connections to third-party platforms to improve business processes Interact with data visualization elements, such as charts and graphs, to drill down into data ## Pricing ## Integrations [ Basware](https://www.capterra.com/p/431/Basware/)[ ModelTree](https://www.capterra.com/p/10027289/ModelTree/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.