Fundwave Portfolio alternatives
Fundwave Portfolio alternatives for NZ and Australian businesses
Fundwave Portfolio: $1,200 a month, or $14,400 over twelve months, before onboarding and annual discounts
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Fundwave Portfolio with
$1,200 a month is Fundwave Portfolio Enterprise's displayed quarterly rate, or $14,400 over twelve months before onboarding and annual discounts, with the dollar currency to confirm. You may be looking for an alternative if you want your own records, rules and reporting setup rather than a subscription priced around funds.
Yours to own
Portfolio Monitoring for Claude Code
The open-source portfolio monitoring desk that is just a database and Claude Code. Built around your business, with your Fundwave Portfolio data brought across.
See how it worksHow to choose
How to choose a Fundwave Portfolio alternative
- 1
What drives the bill
Fundwave's displayed pricing is tied to funds: Portfolio Enterprise includes one fund, and extra funds start at the same rate. Compare that recurring charge, any onboarding and separately quoted support with the monitoring work you actually need.
- 2
Who owns your records
Check where company figures, sources, approvals and reporting history sit, and whether you can keep using them if you change tools. The owned option keeps your records in a database your business owns, rather than making access depend on a per-seat plan.
- 3
Can it follow your rules
List the metrics, reporting dates, currencies, review steps and pack requirements your team uses. A fit should reflect your fields and process, including how missing, corrected and approved figures are handled, rather than forcing your team into a generic setup.
- 4
What does switching involve
Fundwave documents KPI export to Excel. Moving saved spreadsheet data requires column mapping and agreed company and metric definitions. Ask what happens to attachments, permissions, messages and investment transactions, since these need separate migration work, then reconcile the agreed records before switching.
The option that fits
Own a version shaped around your business
Enterprise DNA builds your own monitoring version around how your business collects, checks and reviews company figures. It brings across the agreed Fundwave records and runs the system for you, with one setup fee followed by a monthly retainer. Your records sit in a database your business owns, without per-seat plans. If you prefer to manage it yourself, a free version is available.
- check Keep your records in a database your business owns.
- check Set the fields, review steps and reporting packs around your process.
- check Choose managed operation or the free version you run yourself.
Make it yours
Design your own Fundwave Portfolio replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Fundwave Portfolio. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Fundwave Portfolio data across and run it for you.
Questions
Fundwave Portfolio alternatives, answered
What does Fundwave Portfolio cost before onboarding? expand_more
Portfolio Seed starts at $500 a month, Growth at $800 a month and Enterprise at $1,200 a month on displayed quarterly rates. Enterprise onboarding starts at $4,000. Fundwave's displayed dollar currency is unspecified, so confirm the currency and your contract before comparing.
Can you move our company figures across? expand_more
Fundwave documents exporting portfolio metrics to Excel. The free version can import a saved spreadsheet once its columns are mapped and company and metric definitions are set up. Attachments, permissions, messages and investment transactions need separate migration work. The agreed records are reconciled before switching.
Will an alternative replace every Fundwave module? expand_more
The free version covers an internal monitoring desk for company figures, collection deadlines, reviews, actions and reporting packs. It does not calculate valuations, investment returns, tax or payment instructions. Wider connections and screens need to be scoped, and regulated fund administration remains with the responsible professionals.
How does Enterprise DNA charge for an owned version? expand_more
Enterprise DNA charges one setup fee, then a monthly retainer. The work is scoped around your migration, reporting rules, access controls and ongoing operation. If you want to manage the system yourself, there is also a free version you can run.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Fundwave Portfolio costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Fundwave Portfolio?
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