Easefolio® vs FundCount
A serious ledger shouldn't feel like legacy software.
FundCount is a respected multi-asset general ledger for family offices and fund administrators, with real accounting depth. It also shows its age: an interface built for dedicated accountants and an LP experience that's an afterthought. Easefolio pairs a real-time ledger with a live LP portal anyone on your team can run.
Choose Easefolio if...
- You want a system your whole team can use, not just trained accountants
- Your LPs deserve a live portal, not an afterthought
- You hold crypto and digital assets alongside traditional holdings
- You want to be operational in days with published pricing
FundCount is the right call if...
- You're a family office with dedicated accountants who live in the general ledger
- Deep partnership accounting and K-1 reporting is your single biggest need
- You prefer an accountant-driven workflow over self-serve software
Head to head
The capabilities that decide it.
| Easefolio® | FundCount | |
|---|---|---|
| Built for | YesModern multi-asset funds of any size | PartialFamily offices & fund administrators |
| Self-serve sign-up | YesCreate an account and go | NoSales-led process |
| Onboarding time | YesOperational in days | NoWeeks to months |
| Accounting engine | YesModern, real-time multi-asset ledger | YesMature double-entry engine, decades in production |
| Real-time NAV & positions | YesLive, any cadence you set | PartialOn-demand via the general ledger |
| Live LP portal | YesIncluded, real-time holdings & performance | PartialLimited, LP experience is secondary |
| Usable without dedicated accountants | YesGPs, ops, and LPs get views they can use | NoAssumes accountants operate it |
| Modern interface | YesWeb-native, built this decade | NoDated interface reported by users |
| Crypto & digital assets | YesNative, alongside every other asset class | PartialLimited |
| K-1 & partnership tax reporting | PartialContinuous K-1 data prep, delivered through your CPA | YesA long-standing FundCount strength |
| Transparent pricing | YesPublished, predictable | NoCustom quotes |
Comparison based on publicly available information and user reviews as of July 2026. Capabilities may change; verify details with each vendor. FundCount is a trademark of FundCount, LLC.
Why managers switch
Three reasons funds choose Easefolio over FundCount.
01
Built for humans, not just accountants
FundCount assumes a dedicated accountant drives it. Easefolio automates the bookkeeping underneath and gives GPs, ops, and LPs live views they can actually use, with no specialist required to answer a simple question about your own fund.
02
Your LPs get a real portal
In accountant-first systems the investor experience is bolted on. Easefolio ships a live LP portal as a first-class feature: real-time holdings, performance, and documents, connected directly to the same ledger you run.
03
Modern from the ground up
Easefolio is web-native, self-serve, and priced in the open. You can create an account today and be reconciling real data this week, instead of scheduling a sales call to see the product.
Switching is the easy part
From signed to fully operational in days, not quarters.
Step 1
Import your history
We migrate investor records, ownership history, and transaction data from your current platform's exports and spreadsheets.
Step 2
Run in parallel
Reconcile Easefolio against your current books for one cycle. You cut over only when the numbers match.
Step 3
Invite your LPs
Your investors get a live portal from day one: holdings, documents, and performance, always current.
Get started
See your fund in Easefolio.
Bring your fund structure to a 30-minute demo. We'll show you exactly how it maps, and where the time goes back into your week.