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The Top 20 Equity Management Software

Check out this list of the top Equity Management Software products based on user satisfaction. A product's satisfaction score is calculated by a proprietary algorithm that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers.

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G2 Satisfaction Score

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Qapita

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

35%

Computer Software

29%

Financial Services

26%

Marketing and Advertising

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.4

Meets Requirements

Average: 9.3

9.3

Ease of Doing Business With

Average: 8.0

9.5

Ease of Setup

Average: 8.6

9.0

Quality of Support

Average: 9.4

9.6

Ease of Admin

Average: 7.8

9.4

EquityList

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

36%

Information Technology and Services

30%

Computer Software

22%

Health, Wellness and Fitness

12%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.2

Meets Requirements

Average: 9.3

9.1

Ease of Doing Business With

Average: 8.0

9.3

Ease of Setup

Average: 8.6

9.1

Quality of Support

Average: 9.4

9.6

Ease of Admin

Average: 7.8

9.2

J.P.Morgan Workplace Solutions

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

34%

Information Technology and Services

34%

Biotechnology

20%

Hospital & Health Care

12%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.6

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.0

9.9

Ease of Setup

Average: 8.6

9.7

Quality of Support

Average: 9.4

10.0

Ease of Admin

Average: 7.8

9.7

Cake Equity

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

35%

Financial Services

28%

Information Technology and Services

28%

Health, Wellness and Fitness

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

9.2

Ease of Doing Business With

Average: 8.0

9.7

Ease of Setup

Average: 8.6

9.3

Quality of Support

Average: 9.4

9.9

Ease of Admin

Average: 7.8

9.2

Xumane Equity

Overall Satisfaction Score

Top Industries of Reviewers:

Human Resources

40%

Computer Software

40%

Information Technology and Services

13%

Financial Services

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.9

Meets Requirements

Average: 9.3

9.9

Ease of Doing Business With

Average: 8.0

9.9

Ease of Setup

Average: 8.6

9.6

Quality of Support

Average: 9.4

9.8

Ease of Admin

Average: 7.8

9.7

Pulley

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

56%

Information Technology and Services

25%

Financial Services

11%

Biotechnology

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

9.7

Ease of Doing Business With

Average: 8.0

9.6

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.4

9.9

Ease of Admin

Average: 7.8

9.3

ShareForce

Overall Satisfaction Score

Top Industries of Reviewers:

Mining & Metals

35%

Financial Services

35%

Retail

15%

Manufacturing

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.0

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.0

9.7

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.4

9.9

Ease of Admin

Average: 7.8

9.1

Nth Round

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

33%

Real Estate

22%

Insurance

22%

Investment Management

22%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

10.0

Meets Requirements

Average: 9.3

9.4

Ease of Doing Business With

Average: 8.0

10.0

Ease of Setup

Average: 8.6

9.7

Quality of Support

Average: 9.4

10.0

Ease of Admin

Average: 7.8

10.0

Vestd

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

55%

Information Technology and Services

15%

Education Management

15%

Staffing and Recruiting

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.7

Meets Requirements

Average: 9.3

9.9

Ease of Doing Business With

Average: 8.0

10.0

Ease of Setup

Average: 8.6

9.8

Quality of Support

Average: 9.4

10.0

Ease of Admin

Average: 7.8

9.6

#10

OptionTrax By Empower

Overall Satisfaction Score

Top Industries of Reviewers:

Banking

36%

Biotechnology

27%

Accounting

18%

Consumer Services

18%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.4

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.0

9.5

Ease of Setup

Average: 8.6

9.0

Quality of Support

Average: 9.4

10.0

Ease of Admin

Average: 7.8

9.2

#11

Certent Equity Management

Overall Satisfaction Score

Top Industries of Reviewers:

Biotechnology

30%

Banking

28%

Oil & Energy

26%

Financial Services

16%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

9.0

Ease of Doing Business With

Average: 8.0

9.4

Ease of Setup

Average: 8.6

8.2

Quality of Support

Average: 9.4

9.5

Ease of Admin

Average: 7.8

8.9

#12

Ledgy

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

32%

Information Technology and Services

32%

Financial Services

24%

Venture Capital & Private Equity

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

9.0

Ease of Doing Business With

Average: 8.0

9.5

Ease of Setup

Average: 8.6

8.7

Quality of Support

Average: 9.4

9.2

Ease of Admin

Average: 7.8

8.8

#13

Fidelity Private Shares

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

33%

Consumer Services

22%

Biotechnology

22%

Financial Services

22%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.2

Meets Requirements

Average: 9.3

10.0

Ease of Doing Business With

Average: 8.0

10.0

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.4

10.0

Ease of Admin

Average: 7.8

9.0

#14

Eqvista

Overall Satisfaction Score

Top Industries of Reviewers:

Manufacturing

30%

Information Technology and Services

30%

Computer Software

20%

Financial Services

20%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.6

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.0

0.0

Ease of Setup

Average: 8.6

9.7

Quality of Support

Average: 9.4

9.8

Ease of Admin

Average: 7.8

0.0

#15

Astrella

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

46%

Information Technology and Services

27%

Financial Services

19%

Computer & Network Security

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.0

Meets Requirements

Average: 9.3

9.0

Ease of Doing Business With

Average: 8.0

8.8

Ease of Setup

Average: 8.6

8.2

Quality of Support

Average: 9.4

9.3

Ease of Admin

Average: 7.8

8.8

#16

Motilal Oswal

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Management

56%

Accounting

22%

Consumer Services

11%

Investment Banking

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.7

Meets Requirements

Average: 9.3

9.8

Ease of Doing Business With

Average: 8.0

0.0

Ease of Setup

Average: 8.6

9.8

Quality of Support

Average: 9.4

8.6

Ease of Admin

Average: 7.8

0.0

#17

Carta

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

55%

Financial Services

19%

Information Technology and Services

16%

Internet

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

8.7

Meets Requirements

Average: 9.3

8.7

Ease of Doing Business With

Average: 8.0

7.7

Ease of Setup

Average: 8.6

8.0

Quality of Support

Average: 9.4

8.3

Ease of Admin

Average: 7.8

8.7

#18

Equitest

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

56%

Information Technology and Services

22%

Consumer Goods

11%

Environmental Services

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

8.7

Ease of Doing Business With

Average: 8.0

8.6

Ease of Setup

Average: 8.6

8.3

Quality of Support

Average: 9.4

8.1

Ease of Admin

Average: 7.8

8.5

#19

Upstock.io

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

50%

Computer Software

21%

Entertainment

14%

Computer & Network Security

14%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.5

Meets Requirements

Average: 9.3

8.5

Ease of Doing Business With

Average: 8.0

0.0

Ease of Setup

Average: 8.6

0.0

Quality of Support

Average: 9.4

9.5

Ease of Admin

Average: 7.8

0.0

#20

trica equity

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

38%

Computer Software

24%

Consumer Goods

19%

Information Technology and Services

19%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

8.4

Meets Requirements

Average: 9.3

8.8

Ease of Doing Business With

Average: 8.0

8.9

Ease of Setup

Average: 8.6

8.8

Quality of Support

Average: 9.4

7.9

Ease of Admin

Average: 7.8

8.9