Side by side
Fundwave vs MyVest Strategic Portfolio System
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 Fundwave if your fund needs administration, portfolio tracking, and dealflow tools in one platform, with investor workflows and business integrations. Look elsewhere if you need a free plan or the listed AUM and seat limits do not fit; All Products plans also require one-time onboarding fees.
Visit FundwaveSPS covers portfolio construction, tax management, trading, oversight, reporting, and billing in one configurable platform. Its integrations and investor portal extend the system across institutional workflows.
Visit MyVest Strategic Portfolio SystemThe facts
| Fundwave | MyVest Strategic Portfolio System | |
|---|---|---|
| Free plan | No | Not published |
| Open source | Not published | Not published |
| Runs on | Android, API, iPhone, Web | Android, API, iPhone, Web |
| Lowest paid plan | See the plans | Not published |
| Plans published | 6 | None |
| Maker | Fundwave | MyVest Strategic Portfolio System |
| Website | fundwave.com | myvest.com |
| On portfolio management software | #46 of 81 | #50 of 81 |
Fundwave: what it does well
- Tracks investments, valuations, custom KPIs, cashflows, IRRs, and MOICs.
- Automates journals, trial balances, and financial statements.
- Includes dealflow tasks, pipeline analytics, forecasts, and custom filters.
- Offers an investor portal and capital call workflows.
- Available on web, iOS, and Android, with an API.
What to know first
- There is no free plan.
- Fund Admin Seed is limited to $50 million AUM per fund.
- All Products Seed and Growth require one-time onboarding fees.
- All Products plans list three dealflow seats and one fund.
MyVest Strategic Portfolio System: what it does well
- Tax-aware automated rebalancing
- Unlimited-portfolio order management
- Configurable workflows and reporting
- API and custodian integrations
- Mobile investor reporting
What to know first
- Pricing is available on request
- Enterprise platform may require configuration
- SaaS access depends on implementation
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