# FundWare Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about FundWare Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/150138/FundWare/ --- # FundWare Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on January 6, 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)[Support](#support)[Reviews](#reviews) FundWare ## What is FundWare? Funds-Axis provides highly efficient, secure, multi-modular technology backed up by the highest levels of regulatory expertise. It is used by leading global fund managers and it's functionality includes: - Investment Compliance: UCITS & Non-UCITS Rules, US 1940 Act, Shareholder Disclosures - Regulatory Reporting: Annex IV, Form PF, 13F, Assessment of Value - Risk: Liquidity, Leverage, Counterparty, VaR - Depositaries: Cashflow Monitoring, NAV & Custody Oversight - Fund Factsheets and KIIDs ## What is FundWare used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 1 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 FundWare?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.funds-axis.com&name=FundWare) ## 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. ### FundWare 1.0 (1) VS. [### AJ HYIP](https://www.capterra.com/p/181072/AJ-HYIP/) [4.0 (1)](https://www.capterra.com/p/181072/AJ-HYIP/#reviews) Starting Price Contact vendor Starting Price $249 Per Feature, One Time Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 1.0 (1) Ease Of Use 4.0 (1) Value For Money 1.0 (1) Value For Money 4.0 (1) Customer Service 1.0 (1) Customer Service 4.0 (1) ## FundWare alternatives [SamCIO: AI Chief Investment Officer](https://www.capterra.com/p/10052347/SamCIO-AI-Chief-Investment-Officer/) [0.0](https://www.capterra.com/p/10052347/SamCIO-AI-Chief-Investment-Officer/#reviews) Starting price $1990.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052347/SamCIO-AI-Chief-Investment-Officer/) [Tyrian Trade](https://www.capterra.com/p/10052527/Tyrian-Trade/) [0.0](https://www.capterra.com/p/10052527/Tyrian-Trade/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052527/Tyrian-Trade/) [Avex AI](https://www.capterra.com/p/10052450/Avex-AI/) [0.0](https://www.capterra.com/p/10052450/Avex-AI/#reviews) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052450/Avex-AI/) Highest Rated [Intellibonds](https://www.capterra.com/p/217116/Portfolio-Assist/) [4.5 (2)](https://www.capterra.com/p/217116/Portfolio-Assist/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/217116/Portfolio-Assist/) ## FAQs about FundWare Overview ### What company size and specific industries is FundWare built for? FundWare is designed for organizations in the global funds industry, including asset management companies, fund management companies, fund administrators, hedge funds, and depositary institutions. The vendor description does not specify a particular company size, so the product appears aimed at firms operating in these financial services sectors. Features and Usability ### What are the key features of FundWare? FundWare offers fund management, risk management, and compliance tracking as its core features. It also includes alerts and notifications for event updates, along with support for bonds and stocks and commodity futures, covering investment monitoring and portfolio-related tracking across multiple asset types. Getting Started and Support ### What training and onboarding options does FundWare offer? FundWare provides in person training, live online sessions, and webinars to help teams get started. In person training supports direct, face-to-face instruction, live online sessions allow guided remote setup, and webinars offer scheduled group learning and product walkthroughs. Getting Started and Support ### What customer support options does FundWare offer? FundWare provides chat support for customer assistance. No reviewer feedback is available to describe response times, helpfulness, or common support frustrations, so the support experience cannot be assessed further from the catalog data. ## Features AI summary Based on 825 Investment Management reviews Capterra reviewers point to the following as the features buyers focus on most when comparing investment management software: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) FundWare is positioned around other investment management capabilities in its feature set. Its available tools give teams a way to manage day-to-day operational and financial workflows within a single system, helping businesses maintain organized records, support internal oversight, and keep core processes moving efficiently. Fund Management 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage allocation and performance of financial assets Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties FundWare 6 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Purchase and track both bonds and stocks in the portfolio Track and trade contracts to transact in tangible goods at a certain price in the future Track and report regulatory data to either internal management or external stakeholders Manage allocation and performance of financial assets Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Features 1.0 (1) 1.0 Based on 1 reviews ## Pricing Value for money 1.0 (1) Value for money 1.0 (1) 1.0 Based on 1 reviews ## Support, customer service and training options Customer Service 1.0 (1) 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 Customer Service 1.0 (1) 1.0 Based on 1 reviews ## User reviews Overall rating 1.0 Based on 1 reviews Filter by rating 5(0) 4(0) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent GA Grant A. Owner Accounting ### "Atrocious software by modern standards" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 19, 2023 Working with this software has been an absolute nightmare and we cannot wait to upgrade. Pros I genuinely have next to nothing positive to say about this software as an accountant. Cons \- Fundware does not print to Excel or PDF, only Notepad. Everything needs to be printed on paper and it takes a lot of effort and manipulation to get data in a usable format.- Extremely archaic software design- Very cumbersome reporting- Unintelligible closing process- No longer supported, so any issues you have with the software will need to be figured out on your own- Not very record-retention-friendly Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.