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Best Equity Management Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Medium-Sized Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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12 Listings in Equity Management Available
(195)4.4 out of 5
Optimized for quick response
14th Easiest To Use in Equity Management software
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Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue secu

    Users
    • CEO
    • CFO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 49% Small-Business
    • 46% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Carta Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    4
    Cap Table Management
    3
    Ease of Use
    3
    Equity Management
    3
    Compliance Automation
    2
    Cons
    Expensive
    5
    Poor Customer Support
    3
    Poor User Interface
    2
    Complex ESOP Management
    1
    Onboarding Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Carta features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Reporting
    Average: 8.7
    8.8
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Carta
    Company Website
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @cartainc
    28,074 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,983 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Carta is the leading, all-in-one equity management platform that drives the venture ecosystem forward. Since 2012, Carta has helped private companies efficiently manage their cap tables and issue secu

Users
  • CEO
  • CFO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 49% Small-Business
  • 46% Mid-Market
Carta Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
4
Cap Table Management
3
Ease of Use
3
Equity Management
3
Compliance Automation
2
Cons
Expensive
5
Poor Customer Support
3
Poor User Interface
2
Complex ESOP Management
1
Onboarding Issues
1
Carta features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.1
8.5
Reporting
Average: 8.7
8.8
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.1
Seller Details
Seller
Carta
Company Website
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@cartainc
28,074 Twitter followers
LinkedIn® Page
www.linkedin.com
1,983 employees on LinkedIn®
(167)4.7 out of 5
Optimized for quick response
2nd Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports ove

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Mid-Market
    • 34% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Qapita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    ESOP Management
    50
    Equity Management
    46
    Ease of Use
    44
    Features
    23
    Customer Support
    21
    Cons
    Lack of Instructions
    11
    Poor User Interface
    9
    Technical Issues
    7
    Limited Customization
    6
    Complex ESOP Management
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Qapita features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Reporting
    Average: 8.7
    9.0
    Equity Governance
    Average: 8.3
    9.0
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Qapita
    Company Website
    Year Founded
    2019
    HQ Location
    Singapore, Singapore
    Twitter
    @qapita
    245 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    380 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports ove

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Mid-Market
  • 34% Small-Business
Qapita Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
ESOP Management
50
Equity Management
46
Ease of Use
44
Features
23
Customer Support
21
Cons
Lack of Instructions
11
Poor User Interface
9
Technical Issues
7
Limited Customization
6
Complex ESOP Management
4
Qapita features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.0
Reporting
Average: 8.7
9.0
Equity Governance
Average: 8.3
9.0
Dashboard
Average: 9.1
Seller Details
Seller
Qapita
Company Website
Year Founded
2019
HQ Location
Singapore, Singapore
Twitter
@qapita
245 Twitter followers
LinkedIn® Page
www.linkedin.com
380 employees on LinkedIn®

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(114)4.4 out of 5
12th Easiest To Use in Equity Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

    Users
    • Controller
    Industries
    • Biotechnology
    • Banking
    Market Segment
    • 53% Mid-Market
    • 36% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Equity Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    22
    Ease of Use
    20
    Reporting
    14
    Reporting Efficiency
    13
    Equity Management
    12
    Cons
    Technical Issues
    5
    Limited Customization
    4
    Poor Customer Support
    4
    Poor User Interface
    4
    Complex Reporting
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Certent Equity Management features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.4
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    785 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,100 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

Users
  • Controller
Industries
  • Biotechnology
  • Banking
Market Segment
  • 53% Mid-Market
  • 36% Enterprise
Certent Equity Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
22
Ease of Use
20
Reporting
14
Reporting Efficiency
13
Equity Management
12
Cons
Technical Issues
5
Limited Customization
4
Poor Customer Support
4
Poor User Interface
4
Complex Reporting
3
Certent Equity Management features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.4
Dashboard
Average: 9.1
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
785 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 employees on LinkedIn®
(107)4.9 out of 5
Optimized for quick response
3rd Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

    Users
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 86% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • J.P.Morgan Workplace Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Cap Table Management
    24
    Customer Support
    18
    Onboarding
    13
    Onboarding Process
    11
    Cons
    Onboarding Issues
    5
    Technical Issues
    5
    Limited Features
    4
    Complex ESOP Management
    1
    Difficult Setup
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    9.3
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    New York, NY
    Twitter
    @jpmorgan
    779,178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    301,278 employees on LinkedIn®
    Ownership
    NYSE:JPM
Product Description
How are these determined?Information
This description is provided by the seller.

Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

Users
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 86% Small-Business
  • 11% Mid-Market
J.P.Morgan Workplace Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Cap Table Management
24
Customer Support
18
Onboarding
13
Onboarding Process
11
Cons
Onboarding Issues
5
Technical Issues
5
Limited Features
4
Complex ESOP Management
1
Difficult Setup
1
J.P.Morgan Workplace Solutions features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.2
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
9.3
Dashboard
Average: 9.1
Seller Details
Company Website
HQ Location
New York, NY
Twitter
@jpmorgan
779,178 Twitter followers
LinkedIn® Page
www.linkedin.com
301,278 employees on LinkedIn®
Ownership
NYSE:JPM
(62)4.7 out of 5
13th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ledgy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    17
    User Interface
    14
    Equity Management
    10
    Onboarding
    8
    Cons
    Technical Issues
    6
    Complex Reporting
    5
    Complex ESOP Management
    4
    Limited Features
    4
    Expensive
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Ledgy features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.1
    Reporting
    Average: 8.7
    8.3
    Equity Governance
    Average: 8.3
    8.7
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ledgy
    Year Founded
    2017
    HQ Location
    Zurich, Zurich
    Twitter
    @Ledgy
    668 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Mid-Market
  • 44% Small-Business
Ledgy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
17
User Interface
14
Equity Management
10
Onboarding
8
Cons
Technical Issues
6
Complex Reporting
5
Complex ESOP Management
4
Limited Features
4
Expensive
3
Ledgy features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.1
8.1
Reporting
Average: 8.7
8.3
Equity Governance
Average: 8.3
8.7
Dashboard
Average: 9.1
Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
668 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
(112)4.7 out of 5
5th Easiest To Use in Equity Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table managemen

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 54% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • EquityList Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Customer Support
    32
    Equity Management
    17
    User Interface
    15
    Features
    14
    Cons
    Poor User Interface
    6
    Manual Operations
    5
    Technical Issues
    5
    Limited Features
    3
    Complex Reporting
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • EquityList features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    8.7
    Equity Governance
    Average: 8.3
    9.2
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2020
    HQ Location
    New Delhi, Delhi
    Twitter
    @EquityListHQ
    904 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    12 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table managemen

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 54% Small-Business
  • 41% Mid-Market
EquityList Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Customer Support
32
Equity Management
17
User Interface
15
Features
14
Cons
Poor User Interface
6
Manual Operations
5
Technical Issues
5
Limited Features
3
Complex Reporting
2
EquityList features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
8.7
Equity Governance
Average: 8.3
9.2
Dashboard
Average: 9.1
Seller Details
Year Founded
2020
HQ Location
New Delhi, Delhi
Twitter
@EquityListHQ
904 Twitter followers
LinkedIn® Page
www.linkedin.com
12 employees on LinkedIn®
(77)4.9 out of 5
4th Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    We are Cake and we're on a mission to empower startups by making simple and fast. Bringing decades of experience from startups, scale-ups, legal partners, entrepreneurs, and Fortune 500 companies, we

    Users
    • CEO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 86% Small-Business
    • 13% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Cake Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Customer Support
    23
    User Interface
    15
    Cap Table Management
    14
    Equity Management
    14
    Cons
    Lack of Instructions
    4
    Limited Features
    3
    Poor Customer Support
    3
    Poor User Interface
    3
    Technical Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Cake Equity features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    9.1
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Palm Beach, AU
    Twitter
    @CakeEquity
    788 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    136 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

We are Cake and we're on a mission to empower startups by making simple and fast. Bringing decades of experience from startups, scale-ups, legal partners, entrepreneurs, and Fortune 500 companies, we

Users
  • CEO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 86% Small-Business
  • 13% Mid-Market
Cake Equity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Customer Support
23
User Interface
15
Cap Table Management
14
Equity Management
14
Cons
Lack of Instructions
4
Limited Features
3
Poor Customer Support
3
Poor User Interface
3
Technical Issues
3
Cake Equity features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.1
8.8
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
9.1
Dashboard
Average: 9.1
Seller Details
Year Founded
2018
HQ Location
Palm Beach, AU
Twitter
@CakeEquity
788 Twitter followers
LinkedIn® Page
www.linkedin.com
136 employees on LinkedIn®
(60)5.0 out of 5
1st Easiest To Use in Equity Management software
Save to My Lists
Entry Level Price:₹25,000.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error

    Users
    No information available
    Industries
    • Human Resources
    • Computer Software
    Market Segment
    • 48% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Xumane Equity Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Customer Support
    21
    Equity Management
    21
    ESOP Management
    21
    Dashboard Visualization
    13
    Cons
    Lack of Instructions
    4
    Technical Issues
    3
    Difficult Setup
    2
    Limited Features
    2
    Slow Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Xumane Equity features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.9
    Reporting
    Average: 8.7
    9.9
    Equity Governance
    Average: 8.3
    9.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Vega HR
    Year Founded
    2019
    HQ Location
    Dover, Delaware
    Twitter
    @VegaHR4
    169 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error

Users
No information available
Industries
  • Human Resources
  • Computer Software
Market Segment
  • 48% Mid-Market
  • 28% Small-Business
Xumane Equity Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Customer Support
21
Equity Management
21
ESOP Management
21
Dashboard Visualization
13
Cons
Lack of Instructions
4
Technical Issues
3
Difficult Setup
2
Limited Features
2
Slow Performance
2
Xumane Equity features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.9
Reporting
Average: 8.7
9.9
Equity Governance
Average: 8.3
9.9
Dashboard
Average: 9.1
Seller Details
Seller
Vega HR
Year Founded
2019
HQ Location
Dover, Delaware
Twitter
@VegaHR4
169 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
(24)4.7 out of 5
11th Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OptionTrax By Empower Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    8
    Ease of Use
    6
    User Interface
    4
    Knowledge
    3
    Simple
    3
    Cons
    Complex Reporting
    2
    Poor Customer Support
    2
    Difficult Setup
    1
    Lack of Instructions
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OptionTrax By Empower features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Reporting
    Average: 8.7
    9.2
    Equity Governance
    Average: 8.3
    8.9
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1992
    HQ Location
    Radnor, PA
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 29% Small-Business
OptionTrax By Empower Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
8
Ease of Use
6
User Interface
4
Knowledge
3
Simple
3
Cons
Complex Reporting
2
Poor Customer Support
2
Difficult Setup
1
Lack of Instructions
1
Poor User Interface
1
OptionTrax By Empower features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.1
Reporting
Average: 8.7
9.2
Equity Governance
Average: 8.3
8.9
Dashboard
Average: 9.1
Seller Details
Year Founded
1992
HQ Location
Radnor, PA
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

    Users
    • CEO
    Industries
    • Financial Services
    • Computer Software
    Market Segment
    • 47% Mid-Market
    • 45% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • trica equity features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.8
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2013
    HQ Location
    Bangalore, IN
    Twitter
    @letsventurein
    17,399 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    96 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing

Users
  • CEO
Industries
  • Financial Services
  • Computer Software
Market Segment
  • 47% Mid-Market
  • 45% Small-Business
trica equity features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.0
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.8
Dashboard
Average: 9.1
Seller Details
Year Founded
2013
HQ Location
Bangalore, IN
Twitter
@letsventurein
17,399 Twitter followers
LinkedIn® Page
www.linkedin.com
96 employees on LinkedIn®
(39)4.7 out of 5
Optimized for quick response
8th Easiest To Use in Equity Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform cat

    Users
    No information available
    Industries
    • Financial Services
    • Mining & Metals
    Market Segment
    • 62% Enterprise
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ShareForce Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    14
    Ease of Use
    10
    Scenario Modeling
    9
    Reporting Efficiency
    8
    Team Helpfulness
    5
    Cons
    Complex Reporting
    3
    Limited Customization
    2
    Poor Customer Support
    2
    Lack of Mobile Accessibility
    1
    Poor User Interface
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ShareForce features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Reporting
    Average: 8.7
    9.3
    Equity Governance
    Average: 8.3
    9.0
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    London, England
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform cat

Users
No information available
Industries
  • Financial Services
  • Mining & Metals
Market Segment
  • 62% Enterprise
  • 28% Mid-Market
ShareForce Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
14
Ease of Use
10
Scenario Modeling
9
Reporting Efficiency
8
Team Helpfulness
5
Cons
Complex Reporting
3
Limited Customization
2
Poor Customer Support
2
Lack of Mobile Accessibility
1
Poor User Interface
1
ShareForce features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
8.9
Reporting
Average: 8.7
9.3
Equity Governance
Average: 8.3
9.0
Dashboard
Average: 9.1
Seller Details
Company Website
Year Founded
2015
HQ Location
London, England
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Shareworks by Morgan Stanley Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Equity Management
    2
    Process Simplification
    1
    Real-time Updates
    1
    Cons
    Poor User Interface
    3
    Lack of Mobile Accessibility
    1
    Poor Customer Support
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.1
    7.8
    Reporting
    Average: 8.7
    8.5
    Equity Governance
    Average: 8.3
    8.3
    Dashboard
    Average: 9.1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1935
    HQ Location
    New York, NY
    Twitter
    @MorganStanley
    716,574 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88,497 employees on LinkedIn®
    Ownership
    NYSE: MS
Product Description
How are these determined?Information
This description is provided by the seller.

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
Shareworks by Morgan Stanley Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Equity Management
2
Process Simplification
1
Real-time Updates
1
Cons
Poor User Interface
3
Lack of Mobile Accessibility
1
Poor Customer Support
1
Shareworks by Morgan Stanley features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.1
7.8
Reporting
Average: 8.7
8.5
Equity Governance
Average: 8.3
8.3
Dashboard
Average: 9.1
Seller Details
Year Founded
1935
HQ Location
New York, NY
Twitter
@MorganStanley
716,574 Twitter followers
LinkedIn® Page
www.linkedin.com
88,497 employees on LinkedIn®
Ownership
NYSE: MS