Advisor360° CRM vs FundCount

Advisor360° CRM

5.2 #66 in Portfolio Management Software

About Advisor360° CRM

FundCount

7.9 #6 in Portfolio Management Software

About FundCount
Advisor360° CRMFundCount
Free planNoNo
Free trialNoNo
Paid from—$1204.17/mo
Open sourceNoNo
PlatformsWebapi, Linux, macOS, self-hosted, Web, Windows
Free plan—No
Performance reporting—Yes

Both are listed in Best Portfolio Management Software. On Inferse, FundCount scores higher on our published basis.