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Head-to-head · Stock Portfolio Management

Masttro vs FundCount

  • Updated Oct 2026
  • Both researched from official sources
  • 2 checks side by side
Higher score Masttro #4 in Stock Portfolio Management 8.7/10 Pricing on request ✓ 1 of 4 features Visit Masttro
FundCount #5 in Stock Portfolio Management 8.6/10 Paid ✓ 1 of 4 features Visit FundCount

Masttro leads on 0 checks, FundCount on 0, and 2 are even. Who comes out ahead on the 2 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreMasttro · 8.7/10

Masttro scores higher on our rubric for stock portfolio management: 8.7 against 8.6 out of 10; our editors rank them #4 and #5.

Masttro is the better fit for wealth firms needing custodian and alternatives coverage. FundCount is the better fit for family offices and fund administrators.

  • Masttro fits best

    Wealth firms needing custodian and alternatives coverage

  • FundCount fits best

    Family offices and fund administrators

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Side by side

Feature Masttro 8.7/10 Visit ↗ FundCount 8.6/10 Visit ↗
At a glance
Editor score 8.7 8.6
Ranking #4 in Stock Portfolio Management #5 in Stock Portfolio Management
Best for Wealth firms needing custodian and alternatives coverage Family offices and fund administrators
Pricing model Paid Paid
Starting price Pricing on request $14,450/yr
Free plan Not checked yet —
Free trial — —
Deployment Cloud, Mobile Cloud, Self-hosted, Desktop
Platforms Web, iOS, Android Web, Windows, macOS, Linux
Compliance ISO 27001, GDPR, 2FA SOC 2, GDPR, 2FA
Integrations 700+ integrations 9 integrations
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Masttro 1/4 · FundCount 1/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking Not checked yet Not checked yet
Mobile app Not checked yet Not checked yet
Specs
Asset coverage Not checked yet Not checked yet
Portfolio limit Not checked yet Not checked yet
Our review
Pros
  • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
  • Supports alternative investment valuations, capital calls, and distributions
  • Combines performance analysis, investment policies, and custom reporting
  • Accounts for public securities, private equity, real estate, and alternatives
  • Combines multi-entity, multi-currency and partnership accounting
  • Automates data feeds and supports detailed investor reporting
Cons
  • Pricing is custom and requires contacting sales
  • Its broad feature set may exceed the needs of simpler portfolio tracking
  • The published platform scope targets mid-market and enterprise organizations
  • Annual starting prices range from $14,450 to $38,389 by plan
  • Many solutions may add digital transformation and hosting fees
  • Not suited to buyers seeking a free plan or 24/7 support
Our verdict

Masttro brings portfolio oversight and wealth-management workflows together for ultra-high-net-worth families, family offices, wealth advisors, private banks, institutions, and professional service firms. It aggregates public, private,…

Read the review →

FundCount brings investment accounting, partnership accounting, a general ledger, reporting, data aggregation, and an investor portal together for family offices, fund administrators, hedge funds, private equity firms, and asset managers.…

Read the review →
  1. MasttroStock Portfolio Management 8.7Pricing on request
  2. FundCountStock Portfolio Management 8.6Paid

Strengths and trade-offs

  • Masttro — where it wins

    • Aggregates assets across 700+ direct custodian feeds and multiple asset classes
    • Supports alternative investment valuations, capital calls, and distributions
    • Combines performance analysis, investment policies, and custom reporting

    Where it doesn't

    • Pricing is custom and requires contacting sales
    • Its broad feature set may exceed the needs of simpler portfolio tracking
    • The published platform scope targets mid-market and enterprise organizations

  • FundCount — where it wins

    • Accounts for public securities, private equity, real estate, and alternatives
    • Combines multi-entity, multi-currency and partnership accounting
    • Automates data feeds and supports detailed investor reporting

    Where it doesn't

    • Annual starting prices range from $14,450 to $38,389 by plan
    • Many solutions may add digital transformation and hosting fees
    • Not suited to buyers seeking a free plan or 24/7 support

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update