--- title: "Fundy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Fundy Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10027232/Fundy/" page_type: "product" language: "en" --- # Fundy Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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 Free version not included 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://www.g2.com/products/fundy/claim_requests/new?auto=true) ## Fundy Overview Updated September 2026 AI summary Fundy is a cloud-based investment management solution for small businesses, midsize companies, and enterprises seeking to track investments, manage portfolios, and monitor performance metrics. It features client and fund management, customizable reporting, benchmarking, and accounting tools, along with real-time data, third-party integrations, and an API, supporting financial operations and decision-making for investment-focused teams. ## 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 (108) Value For Money 0.0 (0) Value For Money 4.0 (84) Customer Service 0.0 (0) Customer Service 4.4 (91) ## Fundy alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars Highest Rated [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) ## 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 financial professionals that need secure, automated fund management. It is best suited to organizations in the investment and fund administration sectors, especially teams handling property funds or private equity operations. Features and Usability ### What are the key features of Fundy? Fundy offers fund management, portfolio management, investments tracking, and financial management for investment operations. It includes accounting, fee management, and client management, along with reporting and analytics through customizable reports, visual analytics, performance metrics, benchmarking, and an activity dashboard. Additional features include API access, alerts, audit trail, data import/export, real-time data, and third-party integrations. Integrations ### Which third-party tools and platforms does Fundy integrate with? Fundy integrates with Basware, ModelTree, and Procountor for accounting and financial workflow connections. These native integrations cover invoicing and related business processes across a small set of third-party platforms. Getting Started and Support ### What training and onboarding options does Fundy offer? Fundy provides live online training for teams that need guided setup and instruction in a virtual format. This option lets users ask questions during sessions and review product features with an instructor in real time. Getting Started and Support ### What customer support options does Fundy offer? Fundy provides Email/Help Desk support for customers who need assistance. Support is handled through a direct ticketing or email-based channel, which suits users seeking written help and follow-up. No reviewer feedback is available to describe response speed, usefulness, or common support frustrations. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Fundy supports all three features that reviewers rate as most important: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities help businesses monitor portfolio results, review investment data more clearly, and keep track of holdings and activity in one place, allowing teams to make more informed financial decisions. 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 ### All Features - 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 - Data Import/Export: Import and export data to and from software applications - Fee Management: Track collected or paid charges for services performed or access granted - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Real-Time Data: Receive data and information in real time - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: 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.