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 · Stock Portfolio Management

Tamarac vs FundCount

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Tamarac #1 in Stock Portfolio Management 8.9/10 Pricing on request ✓ 2 of 4 features Visit Tamarac
FundCount #5 in Stock Portfolio Management 8.6/10 Paid ✓ 1 of 4 features Visit FundCount

Tamarac leads on 0 checks, FundCount on 0, and 3 are even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTamarac · 8.9/10
  • Most featuresTamarac · 2 of 4

Tamarac scores higher on our rubric for stock portfolio management: 8.9 against 8.6 out of 10; our editors rank them #1 and #5.

Tamarac is the better fit for advisors needing comprehensive portfolio operations. FundCount is the better fit for family offices and fund administrators.

  • Tamarac fits best

    Advisors needing comprehensive portfolio operations

  • FundCount fits best

    Family offices and fund administrators

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 Tamarac 8.9/10 Visit ↗ FundCount 8.6/10 Visit ↗
At a glance
Editor score 8.9 8.6
Ranking #1 in Stock Portfolio Management #5 in Stock Portfolio Management
Best for Advisors needing comprehensive portfolio operations 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 SOC 2, 2FA SOC 2, GDPR, 2FA
Integrations 14 integrations 9 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Tamarac 2/4 · FundCount 1/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking ✓ (best) 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
  • Combines performance, allocation, risk, trading, and rebalancing tools
  • Tracks alternatives, committed capital, cost basis, and tax lots
  • Connects with custodians, CRM, planning, and alternative-investment platforms
  • 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 sales-led rather than published by plan
  • Its broad operations scope may exceed needs of firms seeking a narrow tool
  • Portfolio limits are not published
  • 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

Tamarac brings portfolio operations together for registered investment advisors and wealth managers, from reporting and trading to billing, CRM, and client access. Its reporting covers traditional and alternative investments, with views of…

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. TamaracStock Portfolio Management 8.9Pricing on request
  2. FundCountStock Portfolio Management 8.6Paid

Strengths and trade-offs

  • Tamarac — where it wins

    • Combines performance, allocation, risk, trading, and rebalancing tools
    • Tracks alternatives, committed capital, cost basis, and tax lots
    • Connects with custodians, CRM, planning, and alternative-investment platforms

    Where it doesn't

    • Pricing is sales-led rather than published by plan
    • Its broad operations scope may exceed needs of firms seeking a narrow tool
    • Portfolio limits are not published

  • 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