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The Top 17 Easiest To Use Equity Management Software

See the top Equity Management Software products based on usability ratings. A product’s usability score is calculated by a proprietary algorithm that factors in real user satisfaction ratings of how easy the product is to administer, as well as how well the product meets business requirements, among other ratings. Compare products according to their usability scores to streamline the buying process and quickly identify the best products based on real user experiences.

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Usability Score

Compare

Xumane Equity

9.3

Overall Usability Score

9.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.7

Ease of Use

Average: 8.9

9.8

Meets Requirements

Average: 9.0

9.9

Customer Segment Breakdown

Small Business

28%

Mid Market

48%

Enterprise

23%

Qapita

9.2

Overall Usability Score

9.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.3

Ease of Use

Average: 8.9

9.3

Meets Requirements

Average: 9.0

9.2

Customer Segment Breakdown

Small Business

34%

Mid Market

46%

Enterprise

20%

J.P.Morgan Workplace Solutions

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.7

Ease of Use

Average: 8.9

9.5

Meets Requirements

Average: 9.0

9.4

Customer Segment Breakdown

Small Business

86%

Mid Market

11%

Enterprise

Cake Equity

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.0

9.1

Customer Segment Breakdown

Small Business

87%

Mid Market

13%

EquityList

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.0

8.9

Customer Segment Breakdown

Small Business

54%

Mid Market

41%

Enterprise

Vestd

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.6

Ease of Use

Average: 8.9

9.6

Meets Requirements

Average: 9.0

9.8

Customer Segment Breakdown

Small Business

85%

Mid Market

15%

Pulley

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 8.9

8.9

Meets Requirements

Average: 9.0

9.7

Customer Segment Breakdown

Small Business

95%

Mid Market

Enterprise

ShareForce

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 8.9

8.9

Meets Requirements

Average: 9.0

9.4

Customer Segment Breakdown

Small Business

10%

Mid Market

28%

Enterprise

62%

Nth Round

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

10.0

Ease of Use

Average: 8.9

10.0

Meets Requirements

Average: 9.0

9.3

Customer Segment Breakdown

Small Business

67%

Mid Market

17%

Enterprise

17%

#10

Fidelity Private Shares

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 8.9

9.1

Meets Requirements

Average: 9.0

10.0

Customer Segment Breakdown

Small Business

91%

Mid Market

#11

OptionTrax By Empower

8.5

Overall Usability Score

8.5

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 8.9

9.3

Meets Requirements

Average: 9.0

9.4

Customer Segment Breakdown

Small Business

29%

Mid Market

46%

Enterprise

25%

#12

Certent Equity Management

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 8.9

8.9

Meets Requirements

Average: 9.0

8.8

Customer Segment Breakdown

Small Business

11%

Mid Market

53%

Enterprise

36%

#13

Ledgy

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.6

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.0

8.8

Customer Segment Breakdown

Small Business

44%

Mid Market

53%

Enterprise

#14

Carta

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.5

Ease of Use

Average: 8.9

8.5

Meets Requirements

Average: 9.0

8.5

Customer Segment Breakdown

Small Business

49%

Mid Market

46%

Enterprise

#15

Astrella

7.9

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.6

Ease of Use

Average: 8.9

8.8

Meets Requirements

Average: 9.0

8.8

Customer Segment Breakdown

Small Business

75%

Mid Market

17%

Enterprise

#16

trica equity

7.6

Overall Usability Score

7.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 8.9

8.1

Meets Requirements

Average: 9.0

8.6

Customer Segment Breakdown

Small Business

46%

Mid Market

48%

Enterprise

#17

Shareworks by Morgan Stanley

6.1

Overall Usability Score

6.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 8.9

4.7

Meets Requirements

Average: 9.0

5.3

Customer Segment Breakdown

Small Business

22%

Mid Market

41%

Enterprise

38%