--- title: "FundWare Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about FundWare Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/150138/FundWare/" page_type: "product" language: "en" --- # FundWare 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)[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://www.g2.com/products/fundware/claim_requests/new?auto=true) ## 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 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/) [InvestorFlow](https://www.capterra.com/p/169405/InvestorFlow/) [0.0](https://www.capterra.com/p/169405/InvestorFlow/#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/169405/InvestorFlow/) [Akkuro Investments](https://www.capterra.com/p/10185118/Akkuro-Investments/) [0.0](https://www.capterra.com/p/10185118/Akkuro-Investments/#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/10185118/Akkuro-Investments/) [Nasdaq IR Insight](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/) [4.0 (1)](https://www.capterra.com/p/211550/Nasdaq-IR-Insight/#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/211550/Nasdaq-IR-Insight/) ## 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 description does not specify company size, but the product is clearly aimed at specialized financial firms operating in fund management and related services. Features and Usability ### What are the key features of FundWare? FundWare offers fund management, risk management, compliance tracking, and alerts/notifications for monitoring portfolio activity and regulatory requirements. It also includes support for bonds/stocks and commodity futures, giving the platform coverage across multiple asset classes used in investment and trading workflows. 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 instruction, live online sessions allow guided remote setup, and webinars offer scheduled group learning for product overview and training. Getting Started and Support ### What customer support options does FundWare offer? FundWare provides chat support for users who need help. No reviewer feedback about support experience is available, so support quality, response times, and common frustrations cannot be assessed from user comments. ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers point to these as the features buyers value most when comparing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) FundWare is positioned around other investment management capabilities in its feature set. Its available tools are geared toward supporting day-to-day financial administration and operational oversight, helping businesses manage core processes, maintain organized records, and give teams a clearer view of ongoing fund activity. 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 ### All Features - 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 - Fund Management: Manage allocation and performance of financial assets - Risk Management: 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.