Aplos vs Carta: Which is a better fit?

Don M.: Hi, my name is Don. I'm the pastor in a small-town church. My rating for Aplos would be a four. For more reviews like this, click below. We use Aplos on a day-to-day basis for the financial accounting of the church, but also for membership database and for donations tracking. What I like most about Aplos is that it's easy to use. We were in a situation where, when I arrived at the church, they were still on a paper ledger, had never used a computer at all, had a lot of fear of using a computer. So, when we made that transition, there was some fear, but once they got into it, they found it was easy to use. The only thing I dislike about Aplos is that there's not a hard file backup on our local computers, that it's all cloud-based, which these days is normal, but I'm a little old school. I kind of like to have a hard copy, at least on a drive somewhere of the data.

Sho L.: My name is Sho, I am corporate counsel and I give my Carta rating a four out of five and for more reviews like this, please see below. So currently, I use Carta to help administer equity awards on behalf of the company for our employees. What I like best about Carta, it's definitely a very streamlined process for when I want to administer equity awards for the company's employees. So this includes stock options, R issues and shares of stock. I will also say that they're really good at assisting you if you have any issues. So they have a list of articles for when you need to troubleshoot and those are helpful for the most part but when they're not as helpful, you can always reach out to Carta, their Help Support Center and somebody will either get ahold of you via email or you can talk to them live. And all the representatives that I've worked with have been very helpful if I have any issues or problems that I need to take care of in the Carta platform. What I like least about Carta, it's a very specific issue, is that when we request a repricing of some of the stock options, they actually end up getting canceled and showing up as canceled instead of just amending. And so whenever that happens, we often get a lot of questions from employees saying and wondering, "Oh, why is my stock options canceled?" And so I think that's just a functionality with Carta that I don't know if they're able to change.