Side by side
FundCount vs SEI Wealth Platform
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Choose FundCount if your organization needs investment accounting across portfolios, partnerships, and general ledgers, with multiple deployment choices. Look elsewhere if you need a free plan or trial, or if additional transformation and hosting fees do not suit your budget.
Visit FundCountSEI Wealth Platform combines operational outsourcing, asset management, portfolio tools, dashboards, and integration features in one system. Its broad institutional scope and multi-custody support are aimed at organizations managing complex wealth operations.
Visit SEI Wealth PlatformThe facts
| FundCount | SEI Wealth Platform | |
|---|---|---|
| Free plan | No | No |
| Open source | No | Not published |
| Runs on | Android, API, iPhone, Linux, Mac, Self-hosted, Web, Windows | API, Web |
| Lowest paid plan | High-Net-Worth Individual: $4,000 a year | Free or on request |
| Plans published | 13 | 1 |
| Maker | FundCount | Not published |
| Website | fundcount.com | seic.com |
| On portfolio management software | #24 of 81 | #64 of 81 |
FundCount: what it does well
- Combines portfolio, partnership, and general ledger accounting.
- Covers listed securities, derivatives, private equity, real estate, and alternatives.
- Imports Excel, CSV, text, and XML files.
- Offers on-site, cloud, and fully managed SaaS deployment.
- Investor portal includes permission controls and multi-factor authentication.
What to know first
- No free plan or free trial.
- Plans add digital transformation and hosting fees.
- Fund Admin Incubator includes one user and up to five funds.
SEI Wealth Platform: what it does well
- Covers front-, middle-, and back-office services
- Supports multi-custody assets and reconciliation
- Provides automated trade and workflow processing
- Offers configurable client and executive dashboards
- Includes APIs, SFTP, and SAML single sign-on
What to know first
- No free plan is listed
- Pricing requires contacting SEI
- Platform supports API and web access only
Alternatives to FundCount Alternatives to SEI Wealth Platform The whole list