INVESTOR PORTAL PRO vs. FundCount
FundCount is accounting-first software for funds and family offices, with partnership accounting, portfolio analytics and an integrated investor portal. INVESTOR PORTAL PRO is investor portal and fund administration software for PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies, with published pricing and unlimited users and investors on its annual plan. The biggest differences are pricing model, breadth of firm types served, and whether you want fund administration from the same vendor.
The short answer
Which is right for your firm?
Choose INVESTOR PORTAL PRO if your main need is the investor experience: portal, reporting, K-1 delivery, capital calls and CRM, connected to the accounting system or administrator you already use.
Side by side
FundCount and INVESTOR PORTAL PRO at a glance
| INVESTOR PORTAL PRO | FundCount | |
|---|---|---|
| Pricing | Published: Pro $7.99 per user per month; PRO+ Annual $5,000 per year; Enterprise quoted3 | Quote-based; third-party listings show private equity plans starting around $25,900 per year, plus hosting and onboarding fees.2 |
| Price list published | Yes | No |
| Users and investors | Unlimited users and investors on PRO+ Annual | Set by plan or quote |
| Setup fees | $0 setup fees | Ask the vendor |
| Built for | PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies | Private equity, hedge funds, fund administrators and family offices that need fund accounting |
| Core features | Investor portal, LP reporting, K-1 automation, capital calls, waterfalls, CRM, data rooms, e-signature | Partnership and portfolio accounting, analytics and reporting, with an investor portal included in the platform |
| Fund administration | Yes, third-party fund administration services | Software (accounting system); services via partners |
| Support | 24/7/365 support on every plan | Ask the vendor |
Where FundCount stands out
- Integrated partnership and portfolio accounting.
- Strong fit for family offices and multi-entity structures.
- The investor portal reads directly from the accounting records.
Where INVESTOR PORTAL PRO stands out
- Published pricing, with unlimited users and investors on PRO+ Annual ($5,000 a year).
- One platform for PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies.
- K-1 automation, capital calls, waterfalls, CRM and data rooms included, plus optional fund administration services.
- A branded investor portal under your firm's name, with 24/7/365 support on every plan.
See all investor portal comparisons, the full pricing, or try the online demo.
Common questions
INVESTOR PORTAL PRO vs. FundCount, answered
What is the main difference between FundCount and INVESTOR PORTAL PRO?
FundCount is accounting-first software for funds and family offices, with partnership accounting, portfolio analytics and an integrated investor portal. INVESTOR PORTAL PRO focuses on the investor experience across many firm types (PE, VC, real estate, hedge funds, fund administrators, RIAs, banks and public companies) and publishes its pricing, including unlimited users and investors on the $5,000-a-year PRO+ Annual plan.
How much does FundCount cost compared with INVESTOR PORTAL PRO?
Quote-based; third-party listings show private equity plans starting around $25,900 per year, plus hosting and onboarding fees. INVESTOR PORTAL PRO publishes its prices: Pro is $7.99 per user per month, PRO+ Annual is $5,000 per year with unlimited users and investors, and Enterprise is quoted. There are no setup fees.
Who is FundCount best for?
Choose FundCount if your main need is the fund accounting system itself, and the portal is a secondary requirement.
When is INVESTOR PORTAL PRO the better choice?
When your main need is the investor experience: portal, reporting, K-1 delivery, capital calls and CRM, connected to the accounting system or administrator you already use.
Can we move from FundCount to INVESTOR PORTAL PRO?
Yes. Investor, fund and document records can be brought over with INVESTOR PORTAL PRO's data import tools, and the team can help plan the move. Timelines depend on how much data and how many integrations you have.
Rated 4.9 out of 5 by 146 customers
Trusted with 100% client retention4
“Side pocket accounting is handled correctly — which is rare for off-the-shelf portal software. We no longer need a custom spreadsheet workflow to reconcile side pocket allocations for investor statements.”
“NAV strike automation at month-end is the highest-value feature for our operations team. What used to be a two-day manual process involving our admin, prime, and fund accountant is now automated and self-reconciling.”
“The fact that unlimited users means I can give access to my compliance team, operations team, and relationship managers without any incremental cost is something I mention to every peer who's evaluating portals.”
Comparing FundCount and INVESTOR PORTAL PRO? Let's talk.
100% satisfaction
We have never lost a client.4 We take the time to listen to your needs before selling you software. We appreciate your time and look forward to speaking with you about potentially partnering with us. We value your privacy and will never sell or provide your information to third parties.
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Notes and sources
- INVESTOR PORTAL PRO is a trademark of United Production Corp. Other product names are trademarks of their respective owners; this page is not affiliated with or endorsed by them.
- Information about other vendors comes from their public websites and independent software directories, checked November 2026. Directory prices are third-party estimates, not vendor quotes, and may change; ask each vendor for current terms. Spotted something out of date? Email [email protected] and we will correct it.
- INVESTOR PORTAL PRO pricing is published at investorportalpro.com/investor-portal-pricing.html and is subject to change; enterprise and bespoke engagements are quoted individually.
- Client retention figure reflects INVESTOR PORTAL PRO's client history since founding in 2016.