# EquatePlus Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about EquatePlus Software - reviews, pricing plans, popular comparisons to other Equity Management products and more.

Source: https://www.capterra.com/p/185804/EquatePlus

---

# 

 EquatePlus Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

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

Independent research methodology

Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/)

Overall rating

Based on 13 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.computershare.com&name=EquatePlus)

## 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

1.4 (13)

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

1.7 (13)

Ease Of Use

4.8 (85)

Value For Money

1.4 (12)

Value For Money

4.8 (65)

Customer Service

1.7 (13)

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/)

[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/)

Highest Rated

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

[4.9 (97)](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/)

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

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

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

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

[View all alternatives](https://www.capterra.com/p/185804/EquatePlus/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Tracking

2.4 (5)

60.00% of 5 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

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

Portfolio Management

2.0 (4)

75.00% of 4 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

Performance Metrics

2.3 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Real-Time Data

2.7 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Receive data and information in real time

EquatePlus 9 features

Track and document all activities across devices, networks, and other systems

Breakdown of all equity of the shareholders of a company

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Compile and report on all investor activities

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Receive data and information in real time

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

Features

1.5 (13)

1.5

Based on 13 reviews

## Pricing

Value for money

1.4 (12)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

1.4 (12)

1.4

Based on 12 reviews

## Support, customer service and training options

Customer Service

1.7 (13)

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

1.7 (13)

1.7

Based on 13 reviews

## User reviews

Overall rating

1.4

Based on 13 reviews

Filter by rating

5(1)

4(0)

3(0)

2(1)

1(11)

Mentioned topic

Sorted by most recent

AU

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.

AU

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.

KD

Karen D.

Angestellt

Printing

### "Service nicht vorhanden"

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

March 15, 2021

Service nicht vorhanden. Der Versuch Aktien auf ein anderes Depot zu senden scheitert jedes Mal. Seit Monaten sind meine Aktien nun "in Bearbeitung" und ich kann nicht mehr darauf zugreifen. Das grenzt an Betrug.

Pros

Die Gestaltung ist übersichtlich. Das war alles.

Cons

Kein Service vorhanden. Kein Service per Mail oder Chat. Nur per Telefon. Dort Wartezeiten jenseits von gut und böse. Zusätzlich inkompetentes Personal.

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/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)