The Top 19 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

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.0

9.5

Meets Requirements

Average: 9.1

9.5

Customer Segment Breakdown

Small Business

21%

Mid Market

49%

Enterprise

30%

Cake Equity

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

85%

Mid Market

15%

Xumane Equity

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.9

Ease of Use

Average: 9.0

9.9

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

34%

Mid Market

45%

Enterprise

22%

Eqvista

9.1

Overall Usability Score

9.1

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

9.9

Meets Requirements

Average: 9.1

9.8

Customer Segment Breakdown

Small Business

43%

Mid Market

51%

Enterprise

J.P.Morgan Workplace Solutions

9.0

Overall Usability Score

9.0

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.3

Ease of Use

Average: 9.0

9.4

Meets Requirements

Average: 9.1

9.4

Customer Segment Breakdown

Small Business

88%

Mid Market

10%

Enterprise

Qapita

8.9

Overall Usability Score

8.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

25%

Mid Market

48%

Enterprise

27%

Carta

8.8

Overall Usability Score

8.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

47%

Mid Market

48%

Enterprise

Nth Round

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

10.0

Ease of Use

Average: 9.0

10.0

Meets Requirements

Average: 9.1

9.6

Customer Segment Breakdown

Small Business

60%

Mid Market

20%

Enterprise

20%

Vestd

8.7

Overall Usability Score

8.7

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.7

Ease of Use

Average: 9.0

9.1

Meets Requirements

Average: 9.1

9.9

Customer Segment Breakdown

Small Business

86%

Mid Market

14%

#10

EquityList

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.1

Customer Segment Breakdown

Small Business

53%

Mid Market

43%

Enterprise

#11

ShareForce

8.6

Overall Usability Score

8.6

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.1

Ease of Use

Average: 9.0

8.9

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

Mid Market

33%

Enterprise

60%

#12

Fidelity Private Shares

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

86%

Mid Market

14%

#13

Pulley

8.4

Overall Usability Score

8.4

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.8

Meets Requirements

Average: 9.1

9.0

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: 9.1

8.8

Ease of Use

Average: 9.0

8.7

Meets Requirements

Average: 9.1

8.9

Customer Segment Breakdown

Small Business

11%

Mid Market

53%

Enterprise

36%

#15

OptionTrax By Empower

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

9.0

Ease of Use

Average: 9.0

9.1

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

29%

Mid Market

46%

Enterprise

25%

#16

Ledgy

8.2

Overall Usability Score

8.2

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.9

Ease of Use

Average: 9.0

9.0

Meets Requirements

Average: 9.1

9.0

Customer Segment Breakdown

Small Business

43%

Mid Market

54%

Enterprise

#17

trica equity

7.9

Overall Usability Score

7.9

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

8.7

Meets Requirements

Average: 9.1

8.7

Customer Segment Breakdown

Small Business

46%

Mid Market

48%

Enterprise

#18

Astrella

7.8

Overall Usability Score

7.8

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.8

Ease of Use

Average: 9.0

9.2

Meets Requirements

Average: 9.1

9.3

Customer Segment Breakdown

Small Business

76%

Mid Market

16%

Enterprise

#19

Shareworks by Morgan Stanley

6.3

Overall Usability Score

6.3

Usability Score Breakdown

Ease of Admin

Average: 9.1

8.7

Ease of Use

Average: 9.0

5.2

Meets Requirements

Average: 9.1

5.8

Customer Segment Breakdown

Small Business

22%

Mid Market

41%

Enterprise

38%