---
title: "HRSoft Long-Term Incentive Management Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about HRSoft Long-Term Incentive Management Software - reviews, pricing plans, popular comparisons to other Equity Management products and more."
source_url: "https://www.capterra.com/p/10009276/CompTrak-Equity-Plan-Management/"
page_type: "product"
language: "en"
---

# 

 HRSoft Long-Term Incentive Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

HRSoft Long-Term Incentive Management

## What is HRSoft Long-Term Incentive Management?

HRSoft’s LTI Solution empowers organizations to streamline the management of deferred cash or phantom stock programs with automated processes and clear communication. From establishing tailored rules to consolidating bonus calculations, our platform enhances operational efficiency while fostering transparency. Take a short self-guided tour: https://demo.cloud.hrsoft.com/share/xinuqnecoqre

## What is HRSoft Long-Term Incentive Management used for?

[Equity Management](https://www.capterra.com/equity-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

Free trial  
not available

Free version not included

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## HRSoft Long-Term Incentive Management Overview

Updated September 2026

AI summary

HRSoft Long-Term Incentive Management enables organizations of all sizes to manage equity plans and long-term incentive programs through features such as vesting management, grant and valuation tracking, and compliance oversight. The platform includes a client portal, customizable reporting, audit trails, and workflow management, and is delivered as a cloud-based solution supporting integration and role-based permissions.

## HRSoft Long-Term Incentive Management alternatives

Highest Rated

[Vestd](https://www.capterra.com/p/207791/Vestd/)

[4.9 (109)](https://www.capterra.com/p/207791/Vestd/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/207791/Vestd/)

[4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/)

Starting price

$3.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)

[4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/236476/Certent-Equity-Management/)

[Orchestra](https://www.capterra.com/p/215575/Orchestra/)

[4.8 (11)](https://www.capterra.com/p/215575/Orchestra/reviews/)

Starting price

$2.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/215575/Orchestra/)

## FAQs about HRSoft Long-Term Incentive Management

Overview

### What company size and specific industries is HRSoft Long-Term Incentive Management built for?

HRSoft Long-Term Incentive Management is designed for organizations in Financial Services, Insurance, Asset Management, Private Equity, Real Estate, Energy, Oil and Gas, Retail, and Hospitality, especially mid-sized to large enterprises that manage long-term incentive programs in regulated or complex compensation environments.

Features and Usability

### What are the key features of HRSoft Long-Term Incentive Management?

HRSoft Long-Term Incentive Management offers grant management, vesting management, and valuation management for equity plans, plus cap table management and transaction history. It also includes audit trail, compliance management, role-based permissions, customizable reports, workflow management, and third-party integrations for reporting and oversight.

Getting Started and Support

### What training and onboarding options does HRSoft Long-Term Incentive Management offer?

HRSoft Long-Term Incentive Management provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning, documentation serves as written reference, and videos provide self-paced learning materials.

Getting Started and Support

### What customer support options does HRSoft Long-Term Incentive Management offer?

HRSoft Long-Term Incentive Management provides Email/Help Desk, FAQ/Forum, Phone Support, and 24/7 Live Rep support. No reviewer feedback about support experience is available, so no user sentiment can be reported. The listed channels indicate multiple ways for customers to seek help.

## Features

AI summary

Based on 314 Equity Management reviews

Capterra data shows that buyers of equity management software rank the following features as their top priorities:

-   **Vesting Management** (**49%** of reviewers rated this feature as critical)
-   **Client Portal** (**48%**)
-   **Reporting & Statistics** (**45%**)

HRSoft Long-Term Incentive Management supports all three of the features reviewers value most: **Vesting Management**, **Client Portal**, and **Reporting & Statistics**. Together, these capabilities help businesses track equity vesting schedules accurately, give stakeholders easy access to relevant information through a client portal, and monitor plan performance with reporting data, allowing teams to manage long-term incentive programs with better visibility and control.

Vesting Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Client Portal

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Private online space that lets businesses securely share documents and provide information access to clients

Valuation Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Assessment technique to estimate the current worth of an asset or company

Deal Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Defines specific deal parameters to negotiate and secure deals

Cap Table Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Breakdown of all equity of the shareholders of a company

Document Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

HRSoft Long-Term Incentive Management 30 features

### All Features
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Cap Table Management: Breakdown of all equity of the shareholders of a company
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Customizable Reports: Alter the layout and content of reports
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Modeling: Decision-making process using businesses past, present and forecasted future operations.
- Forecasting: Form predictions based on past and present data/trends
- Grant Management: Monitor application statuses, proposals and award funds
- Investor Reporting: Compile and report on all investor activities
- Multi-Currency: Manage and handle various international currencies
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
- Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market
- Public Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
- Valuation Management: Assessment technique to estimate the current worth of an asset or company
- Vesting Management: Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

3.0 (1)

Value for money

3.0 (1)

3.0

Based on 1 reviews

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## Support, customer service and training options

Customer Service

3.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

3.0 (1)

3.0

Based on 1 reviews

## User reviews

Overall rating

4.0

Based on 1 reviews

Filter by rating

5(0)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Valentina B.

Agricolo

Farming

### "CompTrak Utile "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

November 4, 2023

Buon software per servizi finanziari per molti settori, energetica gas , e altro buona piattaforma

Pros

Mi piace la possibilità di poter sempre sotto controllo gli investimenti, e il patrimo della società

Cons

Ha costi elevati, con nessuna prova gratuita

Switched from

[WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/)

Software non del tutto economico , ma un buo software per professionisti

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