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Head-to-head · Wealth Management

FundCount vs Avaloq

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score FundCount #5 in Wealth Management 8.5/10 Paid ✓ 0 of 6 features Visit FundCount
Avaloq #7 in Wealth Management 8.3/10 Pricing on request ✓ 0 of 6 features Contact Avaloq

FundCount leads on 0 checks, Avaloq on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFundCount · 8.5/10

FundCount scores higher on our rubric for wealth management: 8.5 against 8.3 out of 10; our editors rank them #5 and #7.

FundCount is the better fit for family offices and fund administrators needing accounting. Avaloq is the better fit for large institutions needing wealth and core banking.

  • FundCount fits best

    Family offices and fund administrators needing accounting

  • Avaloq fits best

    Large institutions needing wealth and core banking

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 8.5/10 Visit ↗ Avaloq 8.3/10 Visit ↗
At a glance
Editor score 8.5 8.3
Ranking #5 in Wealth Management #7 in Wealth Management
Best for Family offices and fund administrators needing accounting Large institutions needing wealth and core banking
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, Self-hosted
Platforms Web, Windows, macOS, Linux Web
Integrations 9 integrations 2 integrations
Built for Small business, Mid-market, Enterprise Mid-market, Enterprise
Features FundCount 0/6 · Avaloq 0/6
Portfolio management Not checked yet Not checked yet
Financial planning Not checked yet Not checked yet
Client portal Not checked yet Not checked yet
Portfolio reporting Not checked yet Not checked yet
Custodian integrations Not checked yet Not checked yet
Mobile access Not checked yet Not checked yet
Our review
Pros
  • Combines portfolio, partnership, and general-ledger accounting.
  • Supports multi-entity, multi-currency accounting and varied tax-lot methods.
  • Investor portal includes capital statements, K-1 delivery, and MFA.
  • Covers core banking processes from front to back office
  • Supports lending, payments, treasury, risk and regulatory reporting
  • Multi-entity, single-instance deployment supports multiple booking centres
Cons
  • Annual plans start at $14,450, with hosting fees applying to many solutions.
  • The Fund Admin Incubator includes one user and up to five funds.
  • Plan capabilities and prices vary by use case, so selection requires care.
  • Pricing requires contacting sales
  • The available description is less specific on portfolio management
  • Deployment and implementation choices may require institutional planning
Our verdict

FundCount brings investment accounting and back-office workflows together for family offices, fund administrators, hedge funds, private equity firms, and asset managers. Its scope spans listed securities, fixed income, derivatives, real…

Read the review →

Avaloq brings core banking and wealth management capabilities together for banks, wealth managers, investment managers, retail banks and neobanks. Its scope runs from client management and investment management through trading, lending,…

Read the review →
  1. FundCountWealth Management 8.5Paid
  2. AvaloqWealth Management 8.3Pricing on request

Strengths and trade-offs

  • FundCount — where it wins

    • Combines portfolio, partnership, and general-ledger accounting.
    • Supports multi-entity, multi-currency accounting and varied tax-lot methods.
    • Investor portal includes capital statements, K-1 delivery, and MFA.

    Where it doesn't

    • Annual plans start at $14,450, with hosting fees applying to many solutions.
    • The Fund Admin Incubator includes one user and up to five funds.
    • Plan capabilities and prices vary by use case, so selection requires care.

  • Avaloq — where it wins

    • Covers core banking processes from front to back office
    • Supports lending, payments, treasury, risk and regulatory reporting
    • Multi-entity, single-instance deployment supports multiple booking centres

    Where it doesn't

    • Pricing requires contacting sales
    • The available description is less specific on portfolio management
    • Deployment and implementation choices may require institutional planning

More comparisons

All wealth management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update