STP Investment Services vs FundCount

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

Technology provider

USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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FundCount Logo


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.

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  • 100-500




  • 2008




  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA

Top 5 Markets

  • United States of America

Total AUM


Avg. AUM per client



  • Key staff have ownership,
  • External investors (neither clients nor staff)

  • 50-100


  • 1999

  • Owned by management

  • United States of America

  • Boston
  • London
  • Singapore
  • Sydney
  • Zurich

  • Australia
  • Switzerland
  • United Kingdom
  • United States of America


  • Multi-family offices

Secondary focus

  • Banks,
  • Fund managers,
  • Individual wealth owners,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Single-family offices


  • Multi-family offices

  • Individual wealth owners
  • Single-family offices
  • Fund managers

Main Tasks

  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting

Top features

  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support

Assets supported

  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents Commercial
  • Commodities
  • Cryptocurrency
  • Developed Markets
  • Developing Markets
  • Digital Assets & Crypto Currency
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Music Royalty
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • Residential
  • Venture Capital
  • Warehousing & Industrial




  • 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)

  • No

Type Of Software

  • SAAS,
  • Serviced software




  • Salesforce,
  • Microsoft Dynamics,
  • Canoe

Mobile App

  • Yes


  • 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.

  • No