Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Family Office Software

FundCount vs AtlasFive

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score FundCount #1 in Family Office Software 9.4/10 Paid ✓ 0 of 5 features Visit FundCount
AtlasFive #4 in Family Office Software 9.0/10 Pricing on request ✓ 5 of 5 features Visit AtlasFive

FundCount leads on 0 checks, AtlasFive 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 scoreFundCount · 9.4/10
  • Most featuresAtlasFive · 5 of 5

FundCount scores higher on our rubric for family office software: 9.4 against 9.0 out of 10; our editors rank them #1 and #4.

FundCount is the better fit for complex family offices needing full accounting. AtlasFive is the better fit for offices needing accounting and operational workflows.

  • FundCount fits best

    Complex family offices needing full accounting

  • AtlasFive fits best

    Offices needing accounting and operational workflows

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 FundCount 9.4/10 Visit ↗ AtlasFive 9.0/10 Visit ↗
At a glance
Editor score 9.4 9.0
Ranking #1 in Family Office Software #4 in Family Office Software
Best for Complex family offices needing full accounting Offices needing accounting and operational workflows
Pricing model Paid Paid
Starting price $14,450/yr Pricing on request
Free plan — Not checked yet
Free trial — —
Deployment Cloud, Self-hosted, Desktop Cloud, Mobile
Platforms Web, Windows, macOS, Linux Web
Compliance SOC 2, GDPR, 2FA SOC 2, ISO 27001, GDPR, 2FA
Integrations 9 integrations 2 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features FundCount 0/5 · AtlasFive 5/5
Consolidated reporting Not checked yet ✓ (best)
Investment accounting Not checked yet ✓ (best)
Entity management Not checked yet ✓ (best)
Document management Not checked yet ✓ (best)
Workflow automation Not checked yet ✓ (best)
Specs
Data import methods Not checked yet Automated
Our review
Pros
  • Covers public, private, real estate, derivative, and alternative assets
  • Combines portfolio, partnership, and multi-currency general ledger accounting
  • Offers automated feeds and investor reporting with MFA
  • Combines general-ledger, trust, partnership, and tax accounting
  • Connects entity management, documents, bill pay, and workflow automation
  • Consolidates reporting across entities, accounts, and investments
Cons
  • Annual pricing starts at $14,450 and many solutions add fees
  • The broad feature set may exceed the needs of smaller offices
  • No free plan is available
  • Pricing uses a contact-sales model
  • Web is the listed platform
  • Integration coverage includes BILL and Power BI
Our verdict

FundCount is investment accounting and back-office software for family offices, fund administrators, hedge funds, private equity firms, and asset managers. Its platform combines portfolio accounting, partnership accounting, a general…

Read the review →

AtlasFive is a cloud-native wealth management platform for single-family offices, multi-family offices, wealth owners, registered investment advisors, and related wealth-management firms. Its scope spans general-ledger, trust, partnership,…

Read the review →
  1. FundCountFamily Office Software 9.4Paid
  2. AtlasFiveFamily Office Software 9.0Pricing on request

Strengths and trade-offs

  • FundCount — where it wins

    • Covers public, private, real estate, derivative, and alternative assets
    • Combines portfolio, partnership, and multi-currency general ledger accounting
    • Offers automated feeds and investor reporting with MFA

    Where it doesn't

    • Annual pricing starts at $14,450 and many solutions add fees
    • The broad feature set may exceed the needs of smaller offices
    • No free plan is available

  • AtlasFive — where it wins

    • Combines general-ledger, trust, partnership, and tax accounting
    • Connects entity management, documents, bill pay, and workflow automation
    • Consolidates reporting across entities, accounts, and investments

    Where it doesn't

    • Pricing uses a contact-sales model
    • Web is the listed platform
    • Integration coverage includes BILL and Power BI

More comparisons

All family office software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update