Flanks vs FundCount

You are looking for alternatives to Flanks. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Flanks

Advisors

Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.

FundCount

Portfolio Management

FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the hedge fund space but today provide fund- and partnership accounting to a wide range of asset- and wealth professionals with offices in Europe, North America, Asia and Australia.

Employees

100-500

Revenue

Founded

2019

Incorporated

Locations

Barcelona
Madrid
Paris

Top 5 Markets

France
Spain
United Kingdom
Sweden
Brazil

Total AUM

39B

Avg. AUM per client

Ownership

Owned by management

50-100

1999

Owned by management

United States of America

Boston
London
Singapore
Sydney
Zurich

Australia
Switzerland
United Kingdom
United States of America

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Client

Focus

Banks

Secondary focus

Banks
Brokerages
Custodians
Exchange platforms
Fund managers
Individual wealth owners
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pension Plan Providers
Single family offices
Software and technology providers

Multi-family offices

Individual wealth owners
Single-family offices
Fund managers

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Product

Main Tasks

Advisors
Artificial Intelligence
Compliance
Data
Data Aggregation
Portfolio Management
Reporting
Security & Risk

Top features

Ability to Whitelabel
AI Powered
Consolidated View
Custom Reports
Data Ingestion
Full Multi-Currency Support

Assets supported

Alternatives
Art & Collectibles
Bankable or Financial Assets & Fund
Cash & Equivalents
Commodities
Cryptocurrency
Developing Markets Fixed Income
Digital Assets & Crypto Currency
Lifestyle Assets & Rare Collectibles
Equities
Direct Private Equity
Real Estate
Hedge Funds
Gold & Precious Metals
Private Debt
Insurance
Private Equity
Fixed Income
Private Equity & Direct Investments
REITS
Venture Capital
Residential
Private Equity Funds
Real Estate

Compliance

Whitelabel

Yes

Accounting
Consolidated reporting
CRM
Portfolio management
Data aggregation

Partnership accounting
Portfolio accounting
Unified general ledger
Consolidated reporting
Investor portal
Data aggregation

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

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Technology

Type of Software

SAAS

Ecosystem

Integrations

We are prepared to integrate with our client systems

Mobile App

SAAS
Fully standalone

Attestation that a formal QA and security review is done on the FundCount software
Proof of internal vulnerability scan of the application
Proof of source code security testing/scans

Java

FundCount Connect is a technology enables the collection of data from disparate data sources (custodians, alternative fund administrators, proprietary data warehouses, market data providers, and other systems) with a powerful Extract-Transform-Load tool.
FundCount AppUniverse is a library of best-of-breed applications and services that seamlessly integrate with FundCount. The AppUniverse includes Zapier, one of the largest integration hubs, expanding FundCount integration capabilities to over 2,000 applications and systems.
FundCount Custom Control is a module that lets you create powerful Excel workbooks to handle unusual fee calculations, custom allocation models, waterfalls, reports, and other custom functions or processes that software can’t reproduce.