The Top 20 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

Optio Incentives

9.2

Overall Usability Score

9.2

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.0

Ease of Use

Average: 8.9

9.5

Meets Requirements

Average: 9.1

9.5

Customer Segment Breakdown

Small Business

21%

Mid Market

49%

Enterprise

30%

Eqvista

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.0

Ease of Use

Average: 8.9

9.9

Meets Requirements

Average: 9.1

9.8

Customer Segment Breakdown

Small Business

48%

Mid Market

45%

Enterprise

Cake Equity

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.1

Ease of Use

Average: 8.9

9.2

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

85%

Mid Market

15%

Xumane Equity

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 8.9

10.0

Ease of Use

Average: 8.9

9.9

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

34%

Mid Market

45%

Enterprise

22%

Slice Global Equity

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.4

Ease of Use

Average: 8.9

9.8

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

Mid Market

87%

Enterprise

Qapita

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.9

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

25%

Mid Market

49%

Enterprise

26%

Carta

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.7

Ease of Use

Average: 8.9

8.7

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

46%

Mid Market

48%

Enterprise

J.P.Morgan Workplace Solutions

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.2

Ease of Use

Average: 8.9

9.3

Meets Requirements

Average: 9.1

9.4

Customer Segment Breakdown

Small Business

88%

Mid Market

10%

Enterprise

Nth Round

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 8.9

10.0

Ease of Use

Average: 8.9

9.5

Meets Requirements

Average: 9.1

9.8

Customer Segment Breakdown

Small Business

62%

Mid Market

19%

Enterprise

19%

#10

Vestd

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.5

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.1

9.8

Customer Segment Breakdown

Small Business

86%

Mid Market

14%

#11

ShareForce

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.0

Ease of Use

Average: 8.9

8.8

Meets Requirements

Average: 9.1

9.2

Customer Segment Breakdown

Small Business

Mid Market

36%

Enterprise

58%

#12

EquityList

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 8.9

9.1

Ease of Use

Average: 8.9

9.3

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

53%

Mid Market

43%

Enterprise

#13

Pulley

8.3

Overall Usability Score

8.3

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.7

Ease of Use

Average: 8.9

9.0

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

93%

Mid Market

Enterprise

#14

Certent Equity Management

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.8

Ease of Use

Average: 8.9

8.6

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

11%

Mid Market

53%

Enterprise

36%

#15

Ledgy

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.9

Ease of Use

Average: 8.9

9.2

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

42%

Mid Market

54%

Enterprise

#16

Fidelity Private Shares

8.1

Overall Usability Score

8.1

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.4

Ease of Use

Average: 8.9

8.5

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

83%

Mid Market

17%

#17

Empower Stock Plan Services

8.1

Overall Usability Score

8.1

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.9

Ease of Use

Average: 8.9

9.1

Meets Requirements

Average: 9.1

9.2

Customer Segment Breakdown

Small Business

29%

Mid Market

46%

Enterprise

25%

#18

trica equity

7.9

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.7

Ease of Use

Average: 8.9

8.7

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

46%

Mid Market

48%

Enterprise

#19

Astrella

6.9

Overall Usability Score

6.9

Usability Score Breakdown

Ease of Admin

Average: 8.9

6.3

Ease of Use

Average: 8.9

7.3

Meets Requirements

Average: 9.1

9.5

Customer Segment Breakdown

Small Business

76%

Mid Market

16%

Enterprise

#20

Shareworks by Morgan Stanley

6.6

Overall Usability Score

6.6

Usability Score Breakdown

Ease of Admin

Average: 8.9

8.7

Ease of Use

Average: 8.9

5.8

Meets Requirements

Average: 9.1

6.4

Customer Segment Breakdown

Small Business

22%

Mid Market

41%

Enterprise

38%