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Fund Accounting Software

Last updated: April 2026

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3 software options

MoneyMinder logo

Simple accounting software for volunteers.

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Simple nonprofit accounting software for volunteer-based groups (PTAs, PTOs, Booster Clubs, Sports Teams, Scouts, Service Clubs, etc.)

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Rundit logo

A single source of truth to stay on top of investments.

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One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

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Carta logo

Equity management solution for public & private firms

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Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

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