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Head-to-head · Fund Administration Software

aama.io vs Relevant EquityWorks

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score aama.io #5 in Fund Administration Software 9.0/10 Paid ✓ 5 of 5 features Visit aama.io
Relevant EquityWorks #9 in Fund Administration Software 8.6/10 Pricing on request ✓ 5 of 5 features Visit site

aama.io leads on 0 checks, Relevant EquityWorks on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreaama.io · 9.0/10

aama.io scores higher on our rubric for fund administration software: 9.0 against 8.6 out of 10; our editors rank them #5 and #9.

aama.io is the better fit for mobile-first fund managers and administrators. Relevant EquityWorks is the better fit for funds needing broad accounting integrations.

  • aama.io fits best

    Mobile-first fund managers and administrators

  • Relevant EquityWorks fits best

    Funds needing broad accounting integrations

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature aama.io 9.0/10 Visit ↗ Relevant EquityWorks 8.6/10 Visit ↗
At a glance
Editor score 9.0 8.6
Ranking #5 in Fund Administration Software #9 in Fund Administration Software
Best for Mobile-first fund managers and administrators Funds needing broad accounting integrations
Pricing model Paid Paid
Starting price $625/mo —
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Docs · 24/7 Email, Phone
Compliance 2FA 2FA
Integrations 5 integrations 6 integrations
Built for Small business, Mid-market Small business, Mid-market, Enterprise
Features aama.io 5/5 · Relevant EquityWorks 5/5
Investor portal ✓ ✓
Capital account tracking ✓ ✓
NAV workflows ✓ ✓
Allocation waterfalls ✓ ✓
Capital call workflows ✓ ✓
Specs
Investor limit Not checked yet Not checked yet
Our review
Pros
  • Covers NAV, reconciliations, waterfalls, capital calls, and investor reporting
  • Web, API, iOS, and Android access supports distributed teams and investors
  • White-labeled portals and API access support administrator and SPV workflows
  • Covers capital accounts, calls, distributions, fees, and waterfalls
  • Investor portal supports reporting, performance, and document access
  • Integrates with QuickBooks, NetSuite, Sage, and other ledgers
Cons
  • Fund manager pricing varies by fund type and AUM
  • The investor portal is optional for the accounting-only administrator plan
  • Advanced platform capabilities are tied to the Platform plan
  • Pricing requires contacting sales
  • Web access is the listed platform option
  • Its broad feature set may exceed smaller fund needs
Our verdict

aama.io is cloud software for fund managers, fund administrators, family offices, SPV leads, and private-capital teams. It brings together fund administration, double-entry accounting, investor communications, compliance workflows, and a…

Read the review →

Relevant EquityWorks is a web-based private-equity platform combining fund administration, fund accounting, investor management, portfolio management, waterfall calculations, reporting, capital raising, and an investor portal. It is…

Read the review →
  1. aama.ioFund Administration Software 9.0Paid
  2. Relevant EquityWorksFund Administration Software 8.6Pricing on request

Strengths and trade-offs

  • aama.io — where it wins

    • Covers NAV, reconciliations, waterfalls, capital calls, and investor reporting
    • Web, API, iOS, and Android access supports distributed teams and investors
    • White-labeled portals and API access support administrator and SPV workflows

    Where it doesn't

    • Fund manager pricing varies by fund type and AUM
    • The investor portal is optional for the accounting-only administrator plan
    • Advanced platform capabilities are tied to the Platform plan
  • Relevant EquityWorks — where it wins

    • Covers capital accounts, calls, distributions, fees, and waterfalls
    • Investor portal supports reporting, performance, and document access
    • Integrates with QuickBooks, NetSuite, Sage, and other ledgers

    Where it doesn't

    • Pricing requires contacting sales
    • Web access is the listed platform option
    • Its broad feature set may exceed smaller fund needs
  • aama.io9.0/10 · Paid

    A mobile-first platform covering fund accounting, investor workflows, NAV, and SPV administration.

    Visit aama.ioFull verdict →
  • Relevant EquityWorks8.6/10 · Pricing on request

    A broad private-equity administration platform with accounting integrations and sales-led pricing.

    Visit siteFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update