FC Portfolio Review - why 3.3 stars?

FC Portfolio Review
ITQlick Score: 55/100
ITQlick Rating:
Pricing: 3.6/10 - low cost
Category: Accounting & Finance -> FC Portfolio review
Ranking:Ranked 379 out of 419 Accounting & Finance systems
Company: FundCount
Typical customers: SMBs
Platforms: Desktop
Links: FC Portfolio pricing, FC Portfolio alternatives
Shlomi LaviShlomi Lavi / updated: Oct 12, 2019

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What is FC Portfolio?

FC Portfolio is an investment management software solution for businesses of all sizes. It offers such capabilities as account management, benchmarking, fund management, stocks management, and others. The software was designed and launched by FundCount LLC headquartered in New York, United States.

Who is it best for?

The software is a viable product for businesses of all sizes and has clients all over the world. Major industries where it can be deployed include financial services, fund administration, investment advising, real estate, legal services, and others.

Main features and functionalities

The software offers comprehensive investment tracking services along with flexible tools for strategy implementation. Data can be organized to easily manage the reporting tasks. Reporting services of the software cover diverse aspects such as asset allocation management, performance tracking, P&L item identification, schedule D preparation, comparison to industry benchmarks, and NAV calculation. It automates master transactions, creates workflows, and offers an integrated general ledger.

FC Portfolio facilitates fast and accurate completion of portfolio accounting, management, and reporting tasks. It comes with a custom report writer with Excel as a report layout designer. Other important capabilities include stocks management, risk management, performance metrics, mutual funds, fixed-income products management, equities and bonds, client management, multi-currency support, and others.

What is the actual cost?

ITQlick pricing score is 3.6 out of 10 (10 is most expensive). Access ITQlick pricing guide for FC Portfolio.

How it stacks up?

Access a head to head analysis of FC Portfolio vs alternative software solutions.
ITQlick rating
Score
Pricing
License pricing
Functionality
Review
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FC Portf...
ITQlick rating
3.3/5
Score
55/100
Pricing
3.6/10
License pricing
Pricing not available
Functionality
3
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Denali B...
ITQlick rating
4.1/5
Score
93/100
Pricing
2.6/10
License pricing
$1,999 per license
Functionality
16
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MoneyDesktop
ITQlick rating
4.7/5
Score
92/100
Pricing
5.2/10
License pricing
Pricing not available
Functionality
4
MultiCHAX
ITQlick rating
3.4/5
Score
92/100
Pricing
7/10
License pricing
$99 per license
Functionality
5
Intuit G...
ITQlick rating
3.2/5
Score
92/100
Pricing
6/10
License pricing
$12.50 per user/month
Functionality
3
Compare

Frequently Asked Questions (FAQs)

Is it the best Accounting & Finance system?

FC Portfolio is ranked 379 out of 419 software in their category (Accounting & Finance systems).

How they are rated on ITQlick?

The rating of FC Portfolio is 3.3 stars out of 5 and the total score is 55 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, FC Portfolio makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

No, the software in not cloud based so you would need to install it locally and connect it directly to a server.

Can it be used on mobile?

No, currently FC Portfolio can't be accessed on mobile, you would need to access it from your computer.

What should we ask during a demo session?

Differences between FC Portfolio and alternatives?

The most popular alternatives to FC Portfolio in 2024: Denali Business, MoneyDesktop, MultiCHAX, Intuit GoPayment, Alight Planning Enterprise. Access the complete competitors analysis here - FC Portfolio VS Accounting & Finance Software alternatives.

List of categories

Core Accounting

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of ITQlick.com. He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.