--- title: "Best Equity Management Software 2026 | Capterra" description: "Find the top Equity Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://www.capterra.com/equity-management-software/" page_type: "category" language: "en" --- # Best Equity Management Software ## J.P. Morgan Workplace Solutions Rating: 4.7 out of 5 (9 reviews) Profile: [J.P. Morgan Workplace Solutions](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? J.P. Morgan Workplace Solutions is a technology offering created to empower teams to navigate their workplace incentives. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Document Storage: 4.5 rating - Private Equity: 5.0 rating - Cap Table Management: 3.0 rating ### Gallery tab Ease of use: 4.8 out of 5 (9 reviews) --- ## HRSoft Long-Term Incentive Management Rating: 4.0 out of 5 (1 reviews) Profile: [HRSoft Long-Term Incentive Management](https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? HRSoft's LTI Management solution helps you manage award allocation, deferrals, tracking, documents, reporting, & more. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.0 out of 5 - Features: 5.0 out of 5 - Value for Money: 3.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Cap Table Management: 5.0 rating - Private Equity: 5.0 rating - Valuation Management: 5.0 rating - Vesting Management: 5.0 rating #### Lowest rated features - Client Portal: 4.0 rating - Deal Management: 4.0 rating - Document Management: 4.0 rating - Investor Reporting: 4.0 rating ### Gallery tab Ease of use: 4.0 out of 5 (1 reviews) --- ## AppFolio Investment Manager Rating: 4.7 out of 5 (100 reviews) Profile: [AppFolio Investment Manager](https://www.capterra.com/p/186948/AppFolio-Investment-Management/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? AppFolio Investment Manager is a real estate software partner that streamlines your investor experiences and investment operations. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $650.00 Pricing details: Other, Per Month Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Client Portal: 4.6 rating - Deal Management: 4.8 rating - Document Storage: 4.6 rating - Performance Metrics: 4.4 rating #### Lowest rated features - Document Management: 4.8 rating - Alerts/Notifications: 5.0 rating #### Feature-related review snippet Reviewer: Juan V. Reviewer details: Real Estate, 1-10 employees Published: May 20, 2021 > "What I like most about the platform is that it's simple to use and it's appealing to the eye compared to other platforms." ### Gallery tab Ease of use: 4.7 out of 5 (100 reviews) #### Related review snippet Reviewer: Sally V. Reviewer details: Real Estate, 51-200 employees Published: November 11, 2022 > "IM allows us to have information about our investors and their history with us at our fingertips. And the Portal puts information at our investors fingertips! " ### Integrations tab AppFolio Investment Manager connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/186948/AppFolio-Investment-Management/#integrations) #### Most popular integrations - Homebase: 4.6 rating - Happy Property: 4.6 rating - Knock CRM: 4.8 rating - ShowMojo: 3.6 rating - Conservice ESG: 4.7 rating - Opiniion: 4.3 rating #### Integrations-related review snippet Reviewer: Morgan E. Reviewer details: Real Estate, 11-50 employees Published: March 31, 2021 > "The seamless integration with AppFolio Property Manager has saved us countless hours and headaches." --- ## Deel Rating: 4.9 out of 5 (4,299 reviews) Profile: [Deel](https://www.capterra.com/p/205015/Deel/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Deel Equity simplifies global equity management, ensuring compliance across 110+ countries. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Pros: - Intuitive platform navigation - Streamlined remote work processes Cons: - Cumbersome verification and login - Sluggish mobile and web performance #### Starting price Starting price: $5.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - API: 5.0 rating - Reporting & Statistics: 5.0 rating #### Feature-related review snippet Reviewer: Jose manuel G. Reviewer details: Information Technology and Services, 501-1,000 employees Published: February 20, 2026 > "Their interactive and easy-to-use platform displays everything with clear graphics and images......." ### Gallery tab Ease of use: 4.8 out of 5 (4,299 reviews) #### Related review snippet Reviewer: NIROB K. Reviewer details: Internet, Self-employed Published: April 23, 2026 > "The platform simplifies hiring remote employees and freelancers from different countries without worrying about legal complexities.i really liked the clean interface, fast onboarding process, and how everything from contracts to payments is handled in one place." ### Integrations tab Deel connects with 59+ software tools. [See all integrations](https://www.capterra.com/p/205015/Deel/#integrations) #### Most popular integrations - PayPal: 4.6 rating - BambooHR: 4.6 rating - Xero: 4.0 rating - NetSuite: 4.2 rating - Okta: 4.7 rating - Payoneer: 4.5 rating #### Integrations-related review snippet Reviewer: Franklin F. Reviewer details: Information Technology and Services, 201-500 employees Published: March 9, 2026 > "Seamless banking integration: Easy integration with JP Morgan Infinity enables fast and smooth transfers with minimal setup, reducing dependency on manual banking workflows." --- ## Vestd Rating: 4.9 out of 5 (99 reviews) Profile: [Vestd](https://www.capterra.com/p/207791/Vestd/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? The sharetech platform for equity management, share schemes and investments. FCA regulated + B Corp and ISO 27001. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £25.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Vesting Management: 4.7 rating - Cap Table Management: 4.7 rating - Document Management: 4.9 rating - Document Storage: 4.5 rating #### Lowest rated features - Performance Metrics: 2.0 rating - Investor Reporting: 4.4 rating - Reporting & Statistics: 4.0 rating - Valuation Management: 4.5 rating #### Feature-related review snippet Reviewer: Geoffrey D. Reviewer details: Import and Export, 11-50 employees Published: June 24, 2024 > "Such a pleasure to work with [sensitive content hidden] and his colleagues." ### Gallery tab Ease of use: 4.7 out of 5 (99 reviews) #### Related review snippet Reviewer: Carla F. Reviewer details: Computer Software, 51-200 employees Published: September 9, 2024 > "Vestd also helps the company stay compliant by sending reminders and facilitating statutory declarations." --- ## WOWS Equity Rating: 4.8 out of 5 (88 reviews) Profile: [WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Equity management solution that helps businesses run deal scenarios, calculate dilution impact, monitor stock awards and more. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Investor Reporting: 4.7 rating - Private Equity: 4.6 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Information Technology and Services, 10,001+ employees Published: November 22, 2023 > "By prioritizing accessibility and simplicity, the tool ensures that even individuals with limited financial acumen can swiftly integrate it into their workflow, promoting widespread and efficient utilization across the organizational spectrum." ### Gallery tab Ease of use: 4.7 out of 5 (88 reviews) #### Related review snippet Reviewer: Yatunyi B. Reviewer details: Information Technology and Services, 1-10 employees Published: September 3, 2024 > "I like how it simplifies ESOP management,plus it provides us with real time updates regarding investments which is very crucial for maintaining accurate records." --- ## Certent Equity Management Rating: 4.6 out of 5 (85 reviews) Profile: [Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Reporting & Statistics: 4.7 rating - Vesting Management: 4.6 rating - Real-Time Data: 4.8 rating - Real-Time Analytics: 4.6 rating #### Lowest rated features - Private Equity: 3.8 rating - Deal Management: 4.0 rating - Investor Reporting: 4.4 rating - Audit Trail: 4.6 rating #### Feature-related review snippet Reviewer: Zach B. Reviewer details: Alternative Medicine, 51-200 employees Published: May 9, 2024 > "Certent equity management is fairly intuitive and doesn't take long to get used to." ### Gallery tab Ease of use: 4.5 out of 5 (85 reviews) #### Related review snippet Reviewer: Lynne W. Reviewer details: Pharmaceuticals, 501-1,000 employees Published: September 18, 2025 > "sensitive content hidden] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right questions if needed and provide for seamless transactions." ### Integrations tab Certent Equity Management connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/236476/Certent-Equity-Management/#integrations) #### Most popular integrations - Microsoft Excel: 5.0 rating #### Integrations-related review snippet Reviewer: Peter W. Reviewer details: Wholesale, 501-1,000 employees Published: January 20, 2025 > "The software makes it easier to stay compliant with SOX requirements, reports are fast and easy to generate, integrates well with Workday and brokerage firm." --- ## A1 Tracker Rating: 4.9 out of 5 (80 reviews) Profile: [A1 Tracker](https://www.capterra.com/p/166909/A1-Tracker/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Enterprise Risk Management (ERM) combining CRM, claims, incidents, contracts, litigation, insurance, assets w/Analytics and Workflow. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $200.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Vesting Management: Available - Cap Table Management: Not available - Investor Reporting: Available - Reporting & Statistics: Available - Client Portal: Available - Valuation Management: Not available - Document Storage: Available - Private Equity: Available - Public Equity: Available - Deal Management: Not available - Compliance Management: Available - Portfolio Management: Available #### Feature-related review snippet Reviewer: Steven R. Reviewer details: Construction, 201-500 employees Published: September 15, 2023 > "Sandbox design and endless customization is where A1 truly shines. While we may not be the primary demographic for A1, they still worked with us to satisfy all of the needs of our business." ### Gallery tab Ease of use: 4.8 out of 5 (80 reviews) #### Related review snippet Reviewer: Shay S. Reviewer details: Banking, 1-10 employees Published: September 4, 2025 > "We used the program for claims management, and we liked the ability to customize the fields and pages to our liking." ### Integrations tab A1 Tracker connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/166909/A1-Tracker/#integrations) #### Most popular integrations - Cisco Duo: 4.7 rating - SAP Business One: 4.3 rating - SYSPRO: 5.0 rating - Microsoft Entra ID: 4.7 rating - Azure Active Directory External Identities: 4.0 rating --- ## Carta Rating: 4.2 out of 5 (64 reviews) Profile: [Carta](https://www.capterra.com/p/220278/Carta/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Carta is an equity management platform for companies, investors, and employees. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 3.8 out of 5 - Features: 4.2 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Vesting Management: 4.3 rating - Cap Table Management: 3.6 rating - Document Management: 4.3 rating - Investor Reporting: 5.0 rating #### Lowest rated features - Portfolio Management: 2.0 rating - Financial Modeling: 2.7 rating - Valuation Management: 3.0 rating - Deal Management: 2.5 rating #### Feature-related review snippet Reviewer: Verified Reviewer Reviewer details: Computer Software, 501-1,000 employees Published: March 1, 2021 > "I've used Carta through multiple companies and I love how it takes complex legal language and breaks it down for you to simply understand and visualize in its predictive outcomes." ### Gallery tab Ease of use: 4.0 out of 5 (64 reviews) #### Related review snippet Reviewer: Aleah H. Reviewer details: Food & Beverages, 501-1,000 employees Published: July 9, 2026 > "The interface was clean, user-friendly, and made what can sometimes feel like a complicated process much more approachable." ### Integrations tab Carta connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/220278/Carta/#integrations) #### Most popular integrations - Rippling: 3.0 rating - Deel: 4.9 rating - Xero: 4.4 rating - QuickBooks Online Advanced: 4.4 rating --- ## Juniper Square Rating: 4.9 out of 5 (61 reviews) Profile: [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Juniper Square is the leading provider of innovative fund software and administration solutions for the private markets. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $18000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 5.0 rating #### Feature-related review snippet Reviewer: Esti A. Reviewer details: Investment Management, 1-10 employees Published: August 25, 2022 > "The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement." ### Gallery tab Ease of use: 4.8 out of 5 (61 reviews) #### Related review snippet Reviewer: Esti A. Reviewer details: Investment Management, 1-10 employees Published: August 25, 2022 > "The platform is clean, easy to view and use, intuitive and fulfills all the functions we require for investor engagement." ### Integrations tab Juniper Square connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/171269/Juniper-Square/#integrations) #### Most popular integrations - Gmail: 4.8 rating - Docusign: 4.7 rating - Google Analytics 360: 4.7 rating - Wistia: 4.7 rating - Lob: 4.4 rating --- ## Backstop Rating: 4.3 out of 5 (46 reviews) Profile: [Backstop](https://www.capterra.com/p/169054/Backstop/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Backstop, by ION Analytics is an investment management software for institutional investment firms and alternative asset managers. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3000.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Most popular features - Vesting Management: Not available - Cap Table Management: Not available - Investor Reporting: Available - Reporting & Statistics: Available - Client Portal: Available - Valuation Management: Available - Document Storage: Available - Private Equity: Available - Public Equity: Not available - Deal Management: Available - Compliance Management: Available - Portfolio Management: Available #### Feature-related review snippet Reviewer: Idjaz B. Reviewer details: Financial Services, 11-50 employees Published: February 22, 2023 > "One of the best friendly user (UI/UX) interface in the space" ### Gallery tab Ease of use: 4.2 out of 5 (46 reviews) #### Related review snippet Reviewer: Ajay S. Reviewer details: Investment Management, 51-200 employees Published: April 13, 2023 > "Very easy to use product and transition from legacy applications has been quite easy for all our Advisors and Admins." --- ## Papaya Global Rating: 4.5 out of 5 (43 reviews) Profile: [Papaya Global](https://www.capterra.com/p/167640/Papaya-Platform/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Papaya’s global equity management lets companies use equity to motivate teams, reward outstanding performance, and recruit top talent. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $5.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Vesting Management: Available - Cap Table Management: Available - Investor Reporting: Not available - Reporting & Statistics: Not available - Client Portal: Not available - Valuation Management: Available - Document Storage: Available - Private Equity: Available - Public Equity: Available - Deal Management: Not available - Compliance Management: Available - Portfolio Management: Available ### Gallery tab Ease of use: 4.5 out of 5 (43 reviews) #### Related review snippet Reviewer: Antoine M. Reviewer details: Banking, 1,001-5,000 employees Published: April 29, 2026 > "What I liked most about Papaya Global is how well it supports managing global payroll, contractors, workforce data, payments and cross-country cost reporting." ### Integrations tab Papaya Global connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/167640/Papaya-Platform/#integrations) #### Most popular integrations - BambooHR: 4.0 rating - SAP Concur: 4.3 rating - NetSuite: 4.0 rating - Expensify: 4.5 rating - Namely: 4.2 rating - SAP Business One: 4.3 rating - Personio: 4.3 rating - SAP SuccessFactors HCM: 4.0 rating - HiBob: 5.0 rating --- ## Eqvista Rating: 4.9 out of 5 (31 reviews) Profile: [Eqvista](https://www.capterra.com/p/184325/Eqvista/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? G2's #1 Equity Management Platform. 409A valuations, Real-Time Company Valuation® , and complete cap table management. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $2.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Cap Table Management: 5.0 rating - Valuation Management: 4.9 rating - Deal Management: 5.0 rating - Investor Reporting: 5.0 rating #### Lowest rated features - Vesting Management: 4.8 rating - Reporting & Statistics: 5.0 rating - Document Storage: 5.0 rating - Document Management: 5.0 rating ### Gallery tab Ease of use: 4.9 out of 5 (31 reviews) #### Related review snippet Reviewer: Raymond T. Reviewer details: Consumer Electronics, 51-200 employees Published: February 11, 2026 > "The Cap Table software ensures that everything is organized and no crazy spreadsheets are needed to summarize everything even when more investors and new employees are involved." --- ## Capdesk Rating: 4.8 out of 5 (30 reviews) Profile: [Capdesk ](https://www.capterra.com/p/179920/Capdesk/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Capdesk enables high-growth European companies to keep track of their cap tables as they scale, with greater accuracy and efficiency. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: £119.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Deal Management: 5.0 rating - Financial Modeling: 5.0 rating - Portfolio Management: 5.0 rating - Valuation Management: 5.0 rating #### Lowest rated features - Cap Table Management: 4.0 rating - Vesting Management: 5.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (30 reviews) #### Related review snippet Reviewer: Reka V. Reviewer details: Computer Software, 11-50 employees Published: November 22, 2022 > "I have still so much to explore as well, the features and integrations are highly versatile." ### Integrations tab Capdesk connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/179920/Capdesk/#integrations) #### Most popular integrations - BambooHR: 4.6 rating - Personio: 4.3 rating #### Integrations-related review snippet Reviewer: Reka V. Reviewer details: Computer Software, 11-50 employees Published: November 22, 2022 > "I have still so much to explore as well, the features and integrations are highly versatile." --- ## Ledgy Rating: 4.9 out of 5 (29 reviews) Profile: [Ledgy](https://www.capterra.com/p/173939/Ledgy/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Ledgy is trusted by high-growth companies to manage their equity: cap tables, ESOPs, HRIS integrations, scenario modelling and more #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €3.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Vesting Management: 5.0 rating - Cap Table Management: 5.0 rating - Valuation Management: 5.0 rating - Client Portal: 5.0 rating #### Lowest rated features - Document Management: 4.0 rating - Portfolio Management: 4.0 rating - Financial Modeling: 5.0 rating - Investor Reporting: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (29 reviews) #### Related review snippet Reviewer: Max G. Reviewer details: Aviation & Aerospace, 51-200 employees Published: September 4, 2023 > "Love it. Once you get to know it, it is easy to use, saves you heaps of time, increases transparency with shareholders and employees, and quickly became non-replaceable." ### Integrations tab Ledgy connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/173939/Ledgy/#integrations) #### Most popular integrations - Docusign: 4.7 rating - BambooHR: 5.0 rating - Okta: 4.7 rating - Personio: 5.0 rating - OneLogin: 4.6 rating - Microsoft Entra ID: 4.7 rating --- ## Corporify Rating: 4.6 out of 5 (29 reviews) Profile: [Corporify](https://www.capterra.com/p/215775/Corporify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Corporify simplifies your legal entity & shareholder management. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €1.00 Pricing details: Usage Based, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Cap Table Management: 4.7 rating - Document Management: 4.0 rating - Document Storage: 3.8 rating - Client Portal: 4.0 rating #### Lowest rated features - Activity Dashboard: 3.0 rating - Alerts/Notifications: 3.5 rating - Transaction History: 4.0 rating - Investor Reporting: 4.0 rating #### Feature-related review snippet Reviewer: Barend V. Reviewer details: Management Consulting, 201-500 employees Published: June 25, 2024 > "Not all our users are regular users, and corporify is one of the few solutions that are intuitive enough to put in front of incidental users who just want a quick and correct answer to their question." ### Gallery tab Ease of use: 4.6 out of 5 (29 reviews) #### Related review snippet Reviewer: Barend V. Reviewer details: Management Consulting, 201-500 employees Published: June 25, 2024 > "Not all our users are regular users, and corporify is one of the few solutions that are intuitive enough to put in front of incidental users who just want a quick and correct answer to their question." ### Integrations tab Corporify connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/215775/Corporify/#integrations) #### Most popular integrations - Docusign: 3.5 rating - Microsoft Azure: 4.6 rating - Nitro Sign: 3.0 rating - Silverfin --- ## FoxHire Rating: 4.5 out of 5 (23 reviews) Profile: [FoxHire](https://www.capterra.com/p/213260/FoxHire/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Employer of Record (EOR) Platform that enables businesses to manage contract, temp, and remote employees with full HR, Payroll, & more. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Vesting Management: Not available - Cap Table Management: Not available - Investor Reporting: Not available - Reporting & Statistics: Not available - Client Portal: Not available - Valuation Management: Not available - Document Storage: Not available - Private Equity: Not available - Public Equity: Not available - Deal Management: Not available - Compliance Management: Not available - Portfolio Management: Not available --- ## Shareworks Rating: 3.2 out of 5 (19 reviews) Profile: [Shareworks ](https://www.capterra.com/p/166953/Shareworks/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Shareworks is a complete ecosystem of equity compensation solutions that unifies your plans and delivers next-generation flexibility. #### Rating breakdown - Ease of Use: 3.1 out of 5 - Customer Service: 2.5 out of 5 - Features: 3.2 out of 5 - Value for Money: 3.1 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3.00 Pricing details: Per Feature, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Cap Table Management: 3.3 rating - Compliance Management: 5.0 rating - Document Storage: 5.0 rating - Portfolio Management: 2.0 rating #### Lowest rated features - Investor Reporting: 1.0 rating - Real-Time Analytics: 1.0 rating - Private Equity: 2.0 rating - Financial Modeling: 3.0 rating ### Gallery tab Ease of use: 3.1 out of 5 (19 reviews) --- ## Pulley Rating: 5.0 out of 5 (16 reviews) Profile: [Pulley](https://www.capterra.com/p/219303/Pulley/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Pulley is a cap table platform giving founders and employees the tools and insights to make smarter decisions about their equity. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $1200.00 Pricing details: Flat Rate, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Cap Table Management: 4.8 rating - Vesting Management: 4.8 rating - Document Storage: 4.6 rating - Valuation Management: 4.9 rating ### Gallery tab Ease of use: 4.8 out of 5 (16 reviews) ### Integrations tab Pulley connects with 43+ software tools. [See all integrations](https://www.capterra.com/p/219303/Pulley/#integrations) #### Most popular integrations - Gusto: 4.6 rating - BambooHR: 4.6 rating - Paylocity: 4.3 rating - Paychex Flex: 4.2 rating - Paycom: 4.4 rating - Justworks: 4.6 rating - Namely: 4.2 rating - Personio: 4.3 rating - HiBob: 4.6 rating --- ## Knowliah Rating: 3.9 out of 5 (16 reviews) Profile: [Knowliah](https://www.capterra.com/p/187404/Knowliah/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Structured tracking of shares, ownership, and capital events with full governance support. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.1 out of 5 - Features: 3.8 out of 5 - Value for Money: 3.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: Yes Free demo: No ### Features tab #### Most popular features - Vesting Management: Not available - Cap Table Management: Not available - Investor Reporting: Not available - Reporting & Statistics: Available - Client Portal: Available - Valuation Management: Not available - Document Storage: Available - Private Equity: Not available - Public Equity: Not available - Deal Management: Not available - Compliance Management: Available - Portfolio Management: Not available ### Gallery tab Ease of use: 3.8 out of 5 (16 reviews) ### Integrations tab Knowliah connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/187404/Knowliah/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Dropbox: 4.5 rating - Gmail: 4.8 rating - Microsoft Teams: 4.5 rating - Docusign: 4.7 rating - Microsoft SharePoint: 4.4 rating - Microsoft Outlook: 4.5 rating - Salesforce Starter: 4.4 rating - Nitro Sign: 4.6 rating --- ## EquatePlus Rating: 1.6 out of 5 (14 reviews) Profile: [EquatePlus](https://www.capterra.com/p/185804/EquatePlus/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? EquatePlus is an intuitive software system that provides real-time tools for managing global employee stock plans. #### Rating breakdown - Ease of Use: 1.9 out of 5 - Customer Service: 1.9 out of 5 - Features: 1.7 out of 5 - Value for Money: 1.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Highest rated features - Activity Tracking: 2.8 rating - Portfolio Management: 2.4 rating - Real-Time Data: 2.7 rating - Performance Metrics: 2.3 rating #### Lowest rated features - Financial Management: 1.5 rating - Investor Reporting: 2.0 rating - Valuation Management: 1.7 rating - Cap Table Management: 3.0 rating ### Gallery tab Ease of use: 1.9 out of 5 (14 reviews) --- ## Rundit Rating: 4.2 out of 5 (13 reviews) Profile: [Rundit](https://www.capterra.com/p/232639/Rundit/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment Management and Portfolio Monitoring tool designed for Venture Capital, Private Equity firms and Startups. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: €299.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Vesting Management: Not available - Cap Table Management: Not available - Investor Reporting: Available - Reporting & Statistics: Available - Client Portal: Available - Valuation Management: Available - Document Storage: Available - Private Equity: Available - Public Equity: Not available - Deal Management: Not available - Compliance Management: Not available - Portfolio Management: Available ### Gallery tab Ease of use: 4.5 out of 5 (13 reviews) --- ## Agora Rating: 4.5 out of 5 (12 reviews) Profile: [Agora](https://www.capterra.com/p/247616/Agora/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Enabling real estate firms to streamline all facets of investment management, raise capital, foster investor relations, and cut costs #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $749.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Client Portal: 5.0 rating - Performance Metrics: 5.0 rating - Deal Management: 4.0 rating ### Gallery tab Ease of use: 4.2 out of 5 (12 reviews) ### Integrations tab Agora connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/247616/Agora/#integrations) #### Most popular integrations - Zapier: 4.7 rating - Salesforce Platform: 4.4 rating --- ## Diligent Equity Rating: 3.7 out of 5 (12 reviews) Profile: [Diligent Equity](https://www.capterra.com/p/179921/Truequity/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? EquityEffect is an easy-to-use platform for private companies to manage their equity. Easily manage your option administration, cap tab #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 4.3 out of 5 - Features: 3.4 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Alerts/Notifications: 5.0 rating - Deal Management: 5.0 rating - Client Portal: 4.0 rating - Valuation Management: 4.0 rating ### Gallery tab Ease of use: 3.8 out of 5 (12 reviews) ### Integrations tab Diligent Equity connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/179921/Truequity/#integrations) #### Most popular integrations - Salesforce Starter: 4.4 rating - Affinity Payroll: 5.0 rating - iLEVEL: 4.5 rating --- ## PackHedge Rating: 4.9 out of 5 (11 reviews) Profile: [PackHedge](https://www.capterra.com/p/164389/PackHedge/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Investment management solution to streamline portfolio construction & accounting, risk management, workflows and custom reporting. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CHF5000.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: No ### Features tab #### Most popular features - Vesting Management: Not available - Cap Table Management: Not available - Investor Reporting: Available - Reporting & Statistics: Available - Client Portal: Not available - Valuation Management: Available - Document Storage: Available - Private Equity: Available - Public Equity: Available - Deal Management: Not available - Compliance Management: Available - Portfolio Management: Available ### Gallery tab Ease of use: 4.4 out of 5 (11 reviews) --- Page 1 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (82) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Cap Table Management Client Portal Compliance Management CRM Deal Management Document Storage Financial Modeling Generative AI Investor Reporting Portfolio Management Private Equity Public Equity Reporting & Statistics Valuation Management Vesting Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Investment Management Software](https://www.capterra.com/investment-management-software/)[Hedge Fund Software](https://www.capterra.com/hedge-fund-software/)[Stock Portfolio Management Software](https://www.capterra.com/stock-portfolio-management-software/)