Best Equity Management Software

Seeking Alpha is an intuitive stock portfolio management software designed for investors seeking to optimize their portfolios. It provides tools to track investments, monitor stock performance, and receive real-time alerts on market changes. The platform offers deep analysis, including earnings reports, market trends, and expert insights, enabling users to make informed decisions. With its portfol... Read more about Seeking Alpha

IR.Manager is an innovative financial services software designed to optimize investor relations and enhance communication between companies and their shareholders. This platform offers a suite of tools for managing investor communications, tracking shareholder engagement, and ensuring compliance with regulatory requirements. With IR.Manager, users can access real-time data on stock performance, ma... Read more about IR.Manager

Sage 300 People is a comprehensive human resource management software that streamlines HR processes for mid-sized to large enterprises. It is designed to simplify complex HR tasks such as payroll, recruitment, employee benefits management, performance reviews, and more. The platform allows HR professionals to manage employee data, automate administrative tasks, and improve employee engagement. One... Read more about Sage 300 People

Gust is a comprehensive equity management software designed to simplify and optimize the management of company equity, cap tables, and shareholder relations for startups and growing businesses. The platform offers a range of tools to handle equity planning, issuance, and tracking, ensuring that businesses can manage their ownership structures with accuracy and transparency. Gust’s intuitive inte... Read more about Gust

EquatePlus is a powerful equity management software solution designed to streamline the administration of equity plans for organizations of all sizes. This platform simplifies complex equity processes, making it easier for companies to manage employee stock options, restricted stock units, and other equity compensation plans. With features like real-time reporting, comprehensive dashboards, and us... Read more about EquatePlus

Certent Equity Management is an investment management software designed to help businesses manage their employee equity plans and ensure compliance with regulations. The platform offers a comprehensive suite of tools for tracking and reporting on stock options, restricted stock units (RSUs), and other equity compensation plans. Certent simplifies the process of grant management, vesting, and exerc... Read more about Certent Equity Management

EQS IR COCKPIT is an equity management software platform designed to help companies manage investor relations, shareholder communications, and equity-related activities. It offers a comprehensive set of tools for managing shareholder data, tracking stock performance, and organizing investor communications. With EQS IR COCKPIT, businesses can efficiently communicate with shareholders, analysts, and... Read more about EQS IR COCKPIT

Deel is a future-ready platform that simplifies global hiring and payroll processes. With a user-friendly interface, it enables businesses to effortlessly onboard and pay remote international talent. Deel can handle compliance and legal intricacies to ensure seamless operations across borders. The platform offers customizable contracts and automates payments in multiple currencies to eliminate com... Read more about Deel

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software p... Read more about Diligent Equity

Fidessa is a comprehensive equity management software designed to help financial institutions manage their trading, compliance, and risk management needs. The software provides real-time market data, trade execution, and portfolio management tools, making it a valuable resource for traders, asset managers, and brokers. Fidessa's intuitive interface and robust analytics allow users to make informed... Read more about Fidessa

Shareworks is a comprehensive equity management software designed to help organizations effectively manage their employee equity plans and stock options. With its userfriendly interface, Shareworks simplifies the administration of complex equity compensation programs, ensuring compliance with regulatory requirements and enhancing transparency. The software provides powerful reporting and analytics... Read more about Shareworks

Securitize is a leading equity management software that simplifies the management of equity ownership, compliance, and capital markets. This platform is designed to help businesses manage complex equity transactions, including stock issuance, transfers, and cap table management. With its intuitive dashboard, Securitize enables users to track ownership, generate reports, and automate key processes ... Read more about Securitize

Trade Ideas is an advanced investment management software that helps investors and traders make smarter, data-driven decisions. With its powerful AI-powered algorithms, Trade Ideas provides real-time market analysis, predictive trading signals, and automated strategies to identify high-potential investment opportunities. The platform is suitable for both individual investors and institutional trad... Read more about Trade Ideas

LTSE Equity is an equity management software designed to simplify the management of company shares, cap tables, and investor relations. The platform helps startups and growing businesses track ownership and shareholder details while ensuring compliance with regulatory standards. LTSE Equity’s intuitive interface enables easy management of stock options, employee grants, and cap table modeling, m... Read more about LTSE Equity

AppFolio Investment Manager is a comprehensive investment management software designed to streamline the management of real estate investments. This platform provides tools for tracking property performance, managing tenant relationships, and handling financial reporting. With its user-friendly interface, AppFolio enables investors to access key metrics, generate reports, and monitor cash flow sea... Read more about AppFolio Investment Manager

Papaya Global is a robust payroll software designed to simplify payroll processing and ensure compliance for businesses operating in multiple countries. The platform offers comprehensive tools for managing payroll, tax calculations, and employee benefits, enabling organizations to streamline their payroll operations efficiently. With Papaya Global, users can automate payroll processes, track emplo... Read more about Papaya Global

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Juniper Square is an innovative investment management platform tailored for real estate professionals to streamline asset management, investor relations, and compliance tracking. The software supports investment portfolio organization, fund administration, and performance reporting, allowing firms to efficiently manage and communicate with investors. Juniper Square’s intuitive dashboard provides... Read more about Juniper Square

SeedLegals is an innovative contract management software designed to simplify the process of creating, managing, and storing legal documents for startups and businesses. This platform provides tools for generating legally compliant contracts, enabling organizations to streamline their legal operations and reduce reliance on external legal counsel. SeedLegals features an intuitive interface that al... Read more about SeedLegals

Figure Equity Solutions is an advanced financial reporting software designed to help businesses streamline the creation, analysis, and management of financial reports. Ideal for accounting teams, CFOs, and financial analysts, the software enables users to easily generate accurate financial statements, track key performance indicators (KPIs), and assess business performance in real time. Figure Equ... Read more about Figure Equity Solutions

Katipult is an innovative investment management software designed to help businesses manage and streamline the process of raising capital. It is particularly useful for private equity firms, venture capitalists, and real estate investment companies. Katipult provides a digital platform for investment offerings, enabling firms to attract, engage, and manage investors through an online portal. The s... Read more about Katipult

J.P. Morgan Workplace Solutions offers a robust equity management software designed to assist businesses in managing their equity portfolios efficiently. Tailored to meet the needs of financial professionals, the platform provides comprehensive tools for tracking equity holdings, analyzing performance, and ensuring compliance with regulatory standards. Features include real-time data analytics, cu... Read more about J.P. Morgan Workplace Solutions

Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd

HRSoft Long-Term Incentive Management is an equity management software specifically designed to simplify the administration and tracking of long-term incentive plans (LTIPs) for organizations. This platform provides HR and finance teams with tools to manage equity-based rewards, such as stock options, performance shares, and restricted stock units, ensuring alignment with corporate objectives. HRS... Read more about HRSoft Long-Term Incentive Management