Carta for Investors vs Broadridge Investment Accounting

Starting Price

Not provided by vendor Not provided by vendor

Best For

Carta serves accelerators, small and large venture capital funds, corporate VC, and limited partners.

Whether you are a public institution, plan sponsor, asset manager or family office, Broadridge has a targeted solution for your practice.

Product Features

  • check Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management
  • check Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • check Client Management
  • close Client Portal
  • check Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Rating


4.7 / 5
(29)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

2 - 99

Ease of Use


4.3 / 5




Customer Support


4.5 / 5




Features & Functionality


4.4 / 5


  • "I have loved that I can see all of my equity in the company and when the stock vests."

  • "Overall, Carta has been a useful tool for managing and visualizing my employee stock benefits."



Value for Money


4.2 / 5




Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation

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Carta for Investors vs Broadridge Investment Accounting

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