Equisoft/plan vs. FundCount Comparison


Equisoft/plan Equisoft	FundCount FundCount Americas	+	+
Learn More Update Features	Visit Website	Add To Compare	Add To Compare



Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux SaaS / Web On-Premises iPhone iPad Android Chromebook
Audience Companies wanting a platform to build a comprehensive financial portrait of their client		Audience Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial		Pricing $500 Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Read all reviews
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Equisoft Founded: 1994 Canada www.equisoft.com/products/wealth-planning-plan		Company Information FundCount Americas Founded: 2001 United States fundcount.com
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Aladdin Wealth BlackRock View All		Elysys Wealth Elysys View All
Categories Wealth Management		Categories Fund Accounting General Ledger Hedge Fund Investment Management Private Equity Wealth Management
		Show More Features Fund Accounting Features Accounts Payable Accounts Receivable Activity Tracking Asset Management Bank Reconciliation Budgeting & Forecasting Compliance Management Donor Management General Ledger Partnership Accounting Purchasing & Receiving Hedge Fund Features Compliance Management Contact Management Investor Accounting Investor Reporting P&L Calculation Partnership Accounting Performance Analysis Portfolio Analysis Portfolio Management Investment Management Features Accounting Management Benchmarking Bonds / Stocks Client Management Commodities Compliance Reporting Data Import / Export For Investment Advisors For Investors & Traders Fund Management Modeling & Simulation Payroll & Commissions Performance Metrics Portfolio Management Risk Management
Integrations Alfresco Digital Business Platform BILL Bloomberg Tax & Accounting Fixed Assets Bloomberg Tax & Accounting Leased Assets Encompass Formstack HubSpot CRM LSEG World-Check Microsoft Dynamics 365 Nuxeo Platform OpenText Documentum Oracle Business Intelligence Payment Rails Salesforce Trello UBSplus UiPath Wrike Zapier airSlate SignNow Show More Integrations		Integrations Alfresco Digital Business Platform BILL Bloomberg Tax & Accounting Fixed Assets Bloomberg Tax & Accounting Leased Assets Encompass Formstack HubSpot CRM LSEG World-Check Microsoft Dynamics 365 Nuxeo Platform OpenText Documentum Oracle Business Intelligence Payment Rails Salesforce Trello UBSplus UiPath Wrike Zapier airSlate SignNow Show More Integrations View All 33 Integrations
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