--- title: "EquatePlus Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about EquatePlus Software - reviews, pricing plans, popular comparisons to other Equity Management products and more." source_url: "https://www.capterra.com/p/185804/EquatePlus/" page_type: "product" language: "en" --- # EquatePlus Software Review 2026: Features, 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) EquatePlus ## What is EquatePlus? EquatePlus is a web-based platform for managing equity and non-equity compensation plans. The intuitive software provides real-time administration of global compensation plans across the entire life cycle, including grant communication, elections, vesting, and post-vesting transactions. EquatePlus enables effortless engagement through its customizable portal with mobile access, advanced security, and powerful communication features. ## What is EquatePlus used for? [Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for EquatePlus?[Manage this product listing](https://www.g2.com/products/computershare-equateplus/claim_requests/new?auto=true) ## EquatePlus Overview Updated September 2026 AI summary EquatePlus offers cloud-based equity management tools for businesses of all sizes, enabling organizations to manage cap tables, investor reporting, portfolio oversight, and valuation processes. Its platform extends to features like activity tracking, financial analysis, and real-time data, supporting companies seeking to centralize and monitor equity-related activities through web-based access and performance metrics. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### EquatePlus 1.6 (14) VS. [4.7 (9)](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Starting Price Contact vendor Starting Price $3 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 1.9 (14) Ease Of Use 4.8 (85) Value For Money 1.7 (13) Value For Money 4.8 (65) Customer Service 1.9 (14) Customer Service 4.8 (80) ## EquatePlus alternatives [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/) [Qapita](https://www.capterra.com/p/10052264/Qapita/) [4.7 (45)](https://www.capterra.com/p/10052264/Qapita/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10052264/Qapita/) 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/) [SeedLegals](https://www.capterra.com/p/172337/SeedLegals/) [4.9 (83)](https://www.capterra.com/p/172337/SeedLegals/reviews/) Starting price $49.00 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/172337/SeedLegals/) [View all alternatives](https://www.capterra.com/p/185804/EquatePlus/alternatives/) ## FAQs about EquatePlus Overview ### Which roles and teams benefit most from EquatePlus? EquatePlus is most used by HR, payroll, and administrative teams that manage employee equity plans, transactions, and reporting. Managers, directors, and executives rely on it for oversight and decision support, while analysts, engineers, and other employees use it to track holdings, review grants, and complete share-plan activities efficiently. Answer based on 14 reviews Overview ### What company size and specific industries is EquatePlus built for? EquatePlus is designed for small and mid-sized companies that manage equity and non-equity compensation plans, as well as global companies handling complex compensation arrangements across borders. It fits organizations needing support for compensation programs in multiple countries rather than a specific industry sector. Features and Usability ### What are the key features of EquatePlus? EquatePlus offers cap table management, valuation management, and portfolio management for equity administration, along with compensation plan modeling and compensation statements. It also includes financial analysis, financial management, investor reporting, performance metrics, activity tracking, real-time data, and reporting/analytics for monitoring and reporting equity and financial information. Getting Started and Support ### What customer support options does EquatePlus offer? EquatePlus provides Email/Help Desk support for users who need assistance with the platform. Support is handled through this channel, allowing customers to submit questions or issues in writing and receive follow-up from the support team. ## Features AI summary Based on 314 Equity Management reviews According to Capterra reviewers, these are the features buyers prioritize most when evaluating equity management software: - **Vesting Management** (**49%** of reviewers rated this feature as critical) - **Client Portal** (**48%**) - **Reporting & Statistics** (**45%**) EquatePlus includes other equity management capabilities that reviewers also consider important, including **Cap Table Management** (**51%**) and **Valuation Management** (**44%**). These features help businesses maintain an accurate view of ownership structure and track company value over time, giving teams clearer oversight for equity planning and decision-making. Cap Table Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Valuation Management 1.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Assessment technique to estimate the current worth of an asset or company Activity Tracking 2.8 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Portfolio Management 2.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Financial Management 1.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Investor Reporting 2.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Compile and report on all investor activities EquatePlus 9 features ### All Features - Activity Tracking: Track and document all activities across devices, networks, and other systems - Cap Table Management: Breakdown of all equity of the shareholders of a company - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Investor Reporting: Compile and report on all investor activities - 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 - Real-Time Data: Receive data and information in real time - Valuation Management: Assessment technique to estimate the current worth of an asset or company --- Features 1.7 (14) 1.7 Based on 14 reviews ## Pricing Value for money 1.7 (13) Value for money 1.7 (13) 1.7 Based on 13 reviews ## Support, customer service and training options Customer Service 1.9 (14) 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 1.9 (14) 1.9 Based on 14 reviews ## User reviews Overall rating 1.6 Based on 14 reviews Filter by rating 5(2) 4(0) 3(0) 2(1) 1(11) Mentioned topic Sorted by most recent CD Carolyn D. Supervisor Mining & Metals ### "Great customer support \[sensitive content hidden\]!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 July 27, 2026 Customer service is fantastic! You get to speak to real people, like \[sensitive content hidden\]. Definitely beats speaking to robots. Pros Customer service! Called to help regain access to my account after leaving my previous employer who I had the shares with. \[sensitive content hidden\] helped me through every step! He was professional, helpful & just an all round legend! \[sensitive content hidden\] THANK YOU. Cons At this current stage with my utilisation of equatePlus I do not have anything bothering me I need to mention. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Architect Information Technology and Services ### "What a mess of a financial service company - incompetent and untrustworthy " 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 November 13, 2025 What a mess for a financial service provider. Mixing up my data and unable to correct this mistake for 3+ months. Sidenote: maybe that's why they removed the term "computer" from their brand. Pros Ease of use user interface. Phone support is reachable and speaks native and understands my non-native business English. At least we can communicate. Cons Computershare upgraded their SW to EquatePlus. During the migration my first name was mixed up with my last name. I'm required to submit a new (prefilled) tax form, which is prefilled wrongly with my first/last name mixed. I'm unable to correct this read only data on the form and consequently unable to submit. I have been unable to the fill in the new IRS tax form for the last 3+ months, although I have opened several tickets via phone support. They keep telling me, it will be fixed within 48 hours. Therefore I'm also unable to sell my shares and have been losing money for the last 3+ months. Switched from [Computershare GEMS](https://www.capterra.com/p/196558/Computershare/) Switch was induced by computershare themselves Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GD Geoff D. Payroll Manager Events Services ### "Excellent Product, Easy to Use. 10 out of 10 " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 8, 2025 Great tool and very clear and easy to use. I use the product on a daily basis to track the share price. Pros You can view the changes in the employees's share price on a daily, weekly, monthly or yearly basis. Cons So far I have not really found a negative though I would like to see the date the monthly contibutions are loaded. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Research Scientist Building Materials ### "Would swap share holders if I could" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 July 6, 2025 Poor, they are trying to make as much money from you as possible as the middle man, without providing good service. Pros It helps me access my hard earned Shares and make changes, issue instructions, access data for tax purposes. Cons The tool is really hard to use, for example, if I want to withdraw from my company's share program, I have to manually contact someone, defeating the point of the entire platform. This almost seems intentional to ensure I keep contributing to them even though I don't want to. It's also really cheeky how they monetise tax time and ask you to pay more money for a basic excel report of your tax info, which is autogenerated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BS Brian S. Sr software engineer Information Technology and Services ### "Needs work (like a complete rewrite)" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 February 5, 2025 It's lousy.. I wish I had something positive to say but I really don't Pros it's cleaner than the old platform and faster Cons Where to start.. it uses strange confusing terms(maybe European standard terms?) , Computershare is slow over a week .. Lost dividends, used to see pending Transactions not now Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AV Alexander V. Group manager Computer Hardware ### "The worst platform I even seen" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 October 23, 2024 Terrible. I loose money every year due restrictions they have. Pros Nothing. I have RSU only here and I never seen such bad last-century interface with only a few options. Cons \- Unfriendly interface. It takes time to understand what you really have and with what schedule to execute. - Inconvenient RSU processing: - You can not change Type of selling (sell-to-cover or sell) once you finish "Task" - Your RSU can be sold after market price if they have cents. Counterintuitive if you say sell by Market price. Cost me $1000 - You shall wait your RSU and money for a way. Why? Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GV Gerhard V. Clerk Supermarkets ### "The worst." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 24, 2024 Terrible and Garbage. No updates on the number of shares since a month. Past transactions of purchases are just not there. Pros Really? Absolutely nothing! Computershare was good, This is garbage Cons It does not work. Terrible. No pending transactions anymore. No new shares since a month. Switched from [Computershare GEMS](https://www.capterra.com/p/196558/Computershare/) My company did. Computershare was perfect, Nothing works with Equate Plus. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MZ Melissa Z. Sr. Director Defense & Space ### "EQUATEPLUS STEALS YOUR MONEY & MAKES EXCUSES" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 21, 2024 Pros They have horrible since joining with ComputerShare. Horrible! Cons hey have horrible since joining with ComputerShare. Horrible! Where to start...customer service - never, ever a call back, follow-up and makes excuses EVERY SINGLE time of why your money is in limbo between EquatePlus and your financial institution. I've been waiting 3 months for 31K and it is one excuse after another. Since this is a employer selected company, I don't have a choice but to use them. In addition, they have no area on their website where you can send in a concern or complaint, it lies in LIMBO. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR So R. Directeur Achats Consumer Goods ### "Unprofessional and total lack of customer support/service" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 2, 2021 Overall extremely bad. They claim there was a bug with my transaction 5 months ago and it is treated with the highest priority (5 months!!!!) . If you don’t contact them they don’t follow up. They don’t want to escalate to a manager. Average time waiting for an agent to answer above 10 minutes but they are not trained to listen not solve your problem. Stay away Pros None given that if any bug it cannot be solved within acceptable lead time and proper follow up Cons No proper online chat support with less than 10+min waiting time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JD Joe D. Vice president Accounting ### "Horrible" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 April 5, 2021 The worst client service experience - over the past 3 months I have called over 10 times and provided with inaccurate information every time. A month ago they told me to email tax reporting@computershare.co.uk which I did twice with no response and today I sent my 3rd email only to receive a respond saying to go back to Equateplus again. I am afraid this company is going out of business. No one can be this poorly managed. Stay away from this company at all cost... just google all the reviews... out of 5 stars they are rating 1.5 lol... Yes they are that bad! Pros Someone did answer the phone after a very long wait time. Cons It is the worst to get information for your tax returns. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/185804/EquatePlus/reviews/) ## 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.