# Cogency Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Cogency Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/32114/Cogency

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# 

 Cogency Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[Features](#features)[Pricing](#pricing)[Support](#support)

Cogency

## What is Cogency?

Cogency Software is an industry leader in automated accounting and operations solutions for Multi-Manager Funds (FOHF, FoPE Funds, Pensions, Endowments). Through extensive experience working with clients, Cogency Software has gained an intimate understanding of alternative investment operations and applies this industry insight to the creation of its integrated product suite which includes fund and partnership accounting, portfolio management, IRM and CRM.

## What is Cogency used for?

[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$1

Per User, Per Month

Free trial  
not available

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Do you work for Cogency?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.cogencysoft.com&name=Cogency)

## 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.

### Cogency

0.0

VS.

[4.7 (15)](https://www.capterra.com/p/110568/FundCount/reviews/)

Starting Price

$1

Per User, Per Month

Starting Price

$24000

Flat Rate, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (251)

Value For Money

0.0 (0)

Value For Money

4.1 (241)

Customer Service

0.0 (0)

Customer Service

4.5 (247)

## Cogency alternatives

Highest Rated

[5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews)

Starting price

Contact vendor for pricing

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting price

$3000.00

Per User, Per Month

[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

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[Dynamo Software](https://www.capterra.com/p/67068/Dynamo/)

[4.6 (34)](https://www.capterra.com/p/67068/Dynamo/reviews/)

Starting price

$1.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/67068/Dynamo/)

## 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.

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Contact Management

Manage, organize, and store contact information

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Document Management

Store, manage, and track all electronic documents in a centralized location

For Hedge Funds

Designed for Hedge Funds

Cogency 15 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store, manage, and track all electronic documents in a centralized location

Designed for Hedge Funds

Centralized accounting record which tracks all financial transactions

Automated payments and reporting for investors

Compile and report on all investor activities

Monitor and analyze the performance and status of a server or system/application

Tracking and logging the performance, risks, gains and losses of investments

Measure and assess the performance of investments

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Active reporting of data and metrics

## Pricing

Basic

$1.00

Per User,Per Month

## 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

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