# Best Equity Management Software for Medium-Sized Businesses

*By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*


Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Equity Management category.

In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Medium-Sized Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.





## Top Equity Management Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [Eqvista](https://www.g2.com/products/eqvista/reviews) | 5.0/5.0 (183 reviews) | Straightforward valuations and shareholder records | "[Streamlining Cap Table Management and Equity Tracking for Hospitality Growth](https://www.g2.com/survey_responses/eqvista-review-12929718)" |
| 2 | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5.0 (141 reviews) | Enterprise-scale equity administration | "[Startup-Friendly, Intuitive, and Seamless Cap Table Management](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12054611)" |
| 3 | [Qapita](https://www.g2.com/products/qapita/reviews) | 4.6/5.0 (313 reviews) | Cap table accuracy for scaling startups | "[Simplifying equity management](https://www.g2.com/survey_responses/qapita-review-12942212)" |
| 4 | [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews) | 4.8/5.0 (32 reviews) | Compliance-ready ownership recordkeeping | "[Accurate Cap Table Management with Exceptional Onboarding](https://www.g2.com/survey_responses/fidelity-private-shares-review-12581178)" |
| 5 | [Cake Equity](https://www.g2.com/products/cake-equity/reviews) | 4.8/5.0 (130 reviews) | Founder-friendly ESOP setup and fundraising workflows | "[Streamlined Cap Table Management with Ease](https://www.g2.com/survey_responses/cake-equity-review-12750516)" |
| 6 | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.4/5.0 (232 reviews) | — | "[Effortless Equity Management with Intuitive Interface](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)" |
| 7 | [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) | 4.9/5.0 (61 reviews) | Equity incentive modeling and employee engagement | "[User-Friendly Platform, highly competent team and excellent support](https://www.g2.com/survey_responses/optio-incentives-review-12205140)" |
| 8 | [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) | 4.7/5.0 (24 reviews) | Advanced stock plan administration | "[Good customer service, special handling and outside the box thinking makes OT team shine.](https://www.g2.com/survey_responses/empower-stock-plan-services-review-10320910)" |
| 9 | [Pulley](https://www.g2.com/products/pulley-pulley/reviews) | 4.7/5.0 (131 reviews) | — | "[Professional Sales and Outstanding Onboarding for Complex Cap Tables](https://www.g2.com/survey_responses/pulley-review-12388967)" |
| 10 | [Motilal Oswal](https://www.g2.com/products/motilal-oswal/reviews) | 4.5/5.0 (10 reviews) | Brokerage-integrated employee equity programs | "[Motilal Oswal is a reliable fund house with a strong track record.](https://www.g2.com/survey_responses/motilal-oswal-review-10544075)" |


## How Many Equity Management Software Products Does G2 Track?
**Total Products under this Category:** 82

### Category Stats (Jun 2026)
- **Average Rating**: 4.52/5 (↑0.02 vs May 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Qapita (+0.04%) - Among all products in this category, Qapita recorded the largest rating increase compared to last month
*Last updated: June 24, 2026*


## How Does G2 Rank Equity Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 6,200+ Authentic Reviews
- 82+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Which Equity Management Software Is Best for Your Use Case?

- **Best for Small Businesses:** [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
- **Best for Mid-Market:** [Eqvista](https://www.g2.com/products/eqvista/reviews)
- **Best for Enterprise:** [Qapita](https://www.g2.com/products/qapita/reviews)
- **Highest User Satisfaction:** [Eqvista](https://www.g2.com/products/eqvista/reviews)
- **Best Free Software:** [Qapita](https://www.g2.com/products/qapita/reviews)


---

**Sponsored**

### Cake Equity

Cake Equity is the best cap table and equity management software to help startup founders accelerate team motivation through equity ownership. We deliver the essential functionality startup leaders need - from cap table management to stock option & esop admin - with an intuitive, modern interface that makes equity management straightforward and accessible. What sets Cake apart is our focus on team motivation through equity. We believe that when teams understand and feel connected to their ownership stake, they're more engaged and aligned with company success. Our platform combines robust equity admin tools with features designed to help employees appreciate their stake in the company's future. With transparent pricing, dedicated support, and a user experience built specifically for scaling startups, Cake makes it simple to get equity right from day one.



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---

## What Are the Top-Rated Equity Management Software Products in 2026?
### 1. [Eqvista](https://www.g2.com/products/eqvista/reviews)
Eqvista, ranked #1 Equity Management Platform on G2 combines comprehensive equity managementcombines comprehensive equity management with expert valuation services provided by our in-house NACVA-certified professionals and our breakthrough Eqvista Real-Time Company Valuation® technology, giving you instant access to your company's worth alongside complete cap table control. Our platform handles every aspect of equity operations in one place. Issue and manage all types of equity including common stock, preferred shares, stock options, RSUs, warrants, and convertible securities entirely online with real-time updates. Advanced vesting features support cliff vesting, graded vesting, and custom schedules for employee equity programs. Track shareholders across all equity types, manage grant administration, and provide stakeholders with transparent access to their equity information through our shareholder portal. As industry leaders in 409A valuations, we serve companies from startups to enterprises with NACVA-certified assessments that meet audit-ready compliance standards. Every valuation comes with full IRS defense and integrates directly with your cap table management across all equity types. With our Eqvista Real-Time Company Valuation® advantage, no more waiting weeks for valuation reports when making critical decisions. Whether you're planning fundraising rounds, issuing employee options or RSUs, or evaluating M&A opportunities, your company's fair market value is always current and ready. We process over $5 billion in valuations monthly, providing Big Four quality results that power strategic planning with real-time insights into your company's true worth.


**Average Rating:** 5.0/5.0
**Total Reviews:** 183
**How Do G2 Users Rate Eqvista?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 9.6/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.6/10 (Category avg: 8.4/10)
- **Dashboard:** 9.5/10 (Category avg: 9.2/10)

**Who Is the Company Behind Eqvista?**

- **Seller:** [Eqvista](https://www.g2.com/sellers/eqvista)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, CA
- **Twitter:** @eqvista (373 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/eqvista/ (60 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 52% Small-Business, 47% Mid-Market


#### What Are Eqvista's Pros and Cons?

**Pros:**

- Cap Table Management (79 reviews)
- Equity Management (67 reviews)
- Features (51 reviews)
- Real-time Updates (47 reviews)
- Transparency (36 reviews)

**Cons:**

- Complex Reporting (36 reviews)
- Limited Customization (23 reviews)
- UX Improvement (23 reviews)
- Manual Operations (22 reviews)
- Difficult Setup (17 reviews)


### What Do G2 Reviewers Say About Eqvista?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **real-time cap table management** of Eqvista, ensuring agility and transparency in their financial operations.
- Users appreciate the **seamless equity management** of Eqvista, simplifying complex structures and enhancing transparency for stakeholders.
- Users appreciate the **intuitive interface and seamless cap table management** , enhancing equity tracking and compliance effortlessly.
- Users appreciate the **real-time transparency** of Eqvista, making equity management simple and efficient for strategic decisions.
- Users appreciate the **real-time transparency** of Eqvista, enhancing trust and simplifying cap table management significantly.

**Cons:**

- Users find the **complex reporting** challenging, suggesting a need for more visual aids and simplified options.
- Users feel that there is **limited customization** options in Eqvista, which affects tailored reporting and integration capabilities.
- Users note a **need for improved UX in integration and setup processes** to enhance usability and streamline operations.
- Users find the **manual operations** cumbersome, requiring unnecessary effort for tasks like data syncing and reporting.
- Users find the **difficult setup** challenging, requiring time and precise configuration for advanced equity management features.

#### What Are Recent G2 Reviews of Eqvista?

**"[Securing Brand Valuation Through Real-Time Capitalization Architecture and Governance](https://www.g2.com/survey_responses/eqvista-review-12825678)"**

**Rating:** 5.0/5.0 stars
*— Tami  C.*

[Read full review](https://www.g2.com/survey_responses/eqvista-review-12825678)

---

**"[Streamlining Cap Table Management and Equity Tracking for Hospitality Growth](https://www.g2.com/survey_responses/eqvista-review-12929718)"**

**Rating:** 5.0/5.0 stars
*— Isabella  R.*

[Read full review](https://www.g2.com/survey_responses/eqvista-review-12929718)

---


#### What Are G2 Users Discussing About Eqvista?

- [What is shareholder management?](https://www.g2.com/discussions/what-is-shareholder-management)
- [Who owns Eqvista?](https://www.g2.com/discussions/who-owns-eqvista)
- [Is Eqvista free?](https://www.g2.com/discussions/is-eqvista-free)

### 2. [Qapita](https://www.g2.com/products/qapita/reviews)
Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 2,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page


**Average Rating:** 4.6/5.0
**Total Reviews:** 313
**How Do G2 Users Rate Qapita?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.4/10)
- **Dashboard:** 8.9/10 (Category avg: 9.2/10)

**Who Is the Company Behind Qapita?**

- **Seller:** [Qapita](https://www.g2.com/sellers/qapita)
- **Company Website:** https://www.qapita.com/
- **Year Founded:** 2019
- **HQ Location:** Singapore, Singapore
- **Twitter:** @qapita (294 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/qapita/ (503 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 49% Mid-Market, 26% Enterprise


#### What Are Qapita's Pros and Cons?

**Pros:**

- Ease of Use (37 reviews)
- Customer Support (32 reviews)
- Team Helpfulness (25 reviews)
- Equity Management (24 reviews)
- User Interface (23 reviews)

**Cons:**

- Limited Customization (9 reviews)
- Technical Issues (9 reviews)
- Complex Reporting (6 reviews)
- Poor Customer Support (6 reviews)
- Workflow Inefficiencies (6 reviews)


### What Do G2 Reviewers Say About Qapita?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Qapita to be **easy to use** , benefiting from quick guidance and clear communication features.
- Users commend the **responsive customer support** of Qapita, enhancing a smooth and efficient onboarding experience.
- Users commend the **helpfulness of the team** , noting their responsiveness and commitment to a smooth experience.
- Users value the **efficient management of ESOP distributions** with Qapita, streamlining administrative efforts and enhancing clarity.
- Users appreciate the **intuitive and user-friendly interface** of Qapita, making navigation and task management effortless.

**Cons:**

- Users find Qapita's **limited customization options** for reports and dashboards hinder their efficiency and tailored needs.
- Users face **technical issues** with limited responsiveness and occasional delays in data updates, impacting their experience.
- Users find the **complex reporting** system of Qapita limiting due to inflexibility and lack of customization options.
- Users often experience **poor customer support** , leading to frustration and communication breakdowns during their experience with Qapita.
- Users find **workflow inefficiencies** in Qapita due to limited customization and excessive clicks for navigation.

#### What Are Recent G2 Reviews of Qapita?

**"[Simplifying equity management](https://www.g2.com/survey_responses/qapita-review-12942212)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/qapita-review-12942212)

---

**"[Streamlined ESOP Experience](https://www.g2.com/survey_responses/qapita-review-12727727)"**

**Rating:** 5.0/5.0 stars
*— Anvi B.*

[Read full review](https://www.g2.com/survey_responses/qapita-review-12727727)

---


#### What Are G2 Users Discussing About Qapita?

- [What is your experience with Qapita for equity management, and what features do you find most useful?](https://www.g2.com/discussions/what-is-your-experience-with-qapita-for-equity-management-and-what-features-do-you-find-most-useful)

### 3. [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews)
Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates.


**Average Rating:** 4.4/5.0
**Total Reviews:** 232
**How Do G2 Users Rate Carta Equity Suite?**

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.7/10 (Category avg: 8.4/10)
- **Dashboard:** 8.6/10 (Category avg: 9.2/10)

**Who Is the Company Behind Carta Equity Suite?**

- **Seller:** [Carta](https://www.g2.com/sellers/carta)
- **Company Website:** https://www.carta.com
- **Year Founded:** 2007
- **HQ Location:** San Francisco, California
- **Twitter:** @cartainc (29,004 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/carta--/ (2,068 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, CFO
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 49% Mid-Market, 45% Small-Business


#### What Are Carta Equity Suite's Pros and Cons?

**Pros:**

- Ease of Use (27 reviews)
- Equity Management (26 reviews)
- User Interface (16 reviews)
- Cap Table Management (11 reviews)
- Simple (11 reviews)

**Cons:**

- Expensive (12 reviews)
- Onboarding Issues (9 reviews)
- Complex Reporting (7 reviews)
- Poor Customer Support (7 reviews)
- UX Improvement (6 reviews)


### What Do G2 Reviewers Say About Carta Equity Suite?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Carta Equity Suite, finding it intuitive and simplifying equity management tasks.
- Users love how Carta simplifies **equity management** , enhancing clarity, transparency, and user-friendliness for effective tracking.
- Users praise the **intuitive interface** of Carta, allowing easy navigation for equity management and reporting.
- Users appreciate the **centralized cap table management** of Carta, enhancing visibility and making equity tracking straightforward.
- Users appreciate the **simple and intuitive design** of Carta, making equity management straightforward and efficient.

**Cons:**

- Users find that the **pricing can be high** for early-stage startups, making it less accessible.
- Users experience **onboarding issues** with Carta Equity Suite, finding it complex and challenging for newcomers to navigate.
- Users find the **complex reporting** in Carta challenging for newcomers, necessitating better education and clearer guidance.
- Users report **poor customer support** , often struggling to receive timely help when issues arise with Carta Equity Suite.
- Users find the platform's **complex navigation and high pricing** challenging, especially for early-stage startups.

#### What Are Recent G2 Reviews of Carta Equity Suite?

**"[Effortless Equity Management with Intuitive Interface](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)"**

**Rating:** 4.0/5.0 stars
*— Zak S.*

[Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)

---

**"[Intuitive Equity Management Made Easy](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)"**

**Rating:** 4.5/5.0 stars
*— Govind S.*

[Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)

---


#### What Are G2 Users Discussing About Carta Equity Suite?

- [What is Carta stock options?](https://www.g2.com/discussions/what-is-carta-stock-options)
- [What is Carta Fintech?](https://www.g2.com/discussions/what-is-carta-fintech)
- [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) - 1 comment
- [What services Carta provide?](https://www.g2.com/discussions/what-services-carta-provide)

### 4. [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews)
Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com.


**Average Rating:** 4.8/5.0
**Total Reviews:** 141
**How Do G2 Users Rate J.P.Morgan Workplace Solutions?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.3/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.2/10 (Category avg: 8.4/10)
- **Dashboard:** 9.4/10 (Category avg: 9.2/10)

**Who Is the Company Behind J.P.Morgan Workplace Solutions?**

- **Seller:** [JPMorgan Chase](https://www.g2.com/sellers/jpmorgan-chase)
- **Company Website:** https://www.jpmorganchase.com
- **HQ Location:** New York, NY
- **Twitter:** @jpmorgan (848,388 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1068/ (230,372 employees on LinkedIn®)
- **Ownership:** NYSE:JPM

**Who Uses This Product?**
- **Who Uses This:** CEO, Co-Founder
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 87% Small-Business, 10% Mid-Market


#### What Are J.P.Morgan Workplace Solutions's Pros and Cons?

**Pros:**

- Cap Table Management (14 reviews)
- Customer Support (14 reviews)
- Ease of Use (12 reviews)
- Onboarding Process (12 reviews)
- Features (11 reviews)

**Cons:**

- Limited Features (2 reviews)
- Onboarding Issues (2 reviews)
- Manual Operations (1 reviews)
- Technical Issues (1 reviews)


### What Do G2 Reviewers Say About J.P.Morgan Workplace Solutions?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **exceptional support and intuitive functionality** of J.P. Morgan Workplace Solutions for managing Cap Tables.
- Users commend the **outstanding customer support** from J.P. Morgan Workplace Solutions, making onboarding smooth and effective.
- Users value the **ease of use** of J.P.Morgan Workplace Solutions, highlighting its user-friendly interface and support during onboarding.
- Users commend the **outstanding onboarding process** of J.P. Morgan Workplace Solutions, finding it supportive and easy to navigate.
- Users appreciate the **ease of use and excellent support** from J.P. Morgan Workplace Solutions, facilitating a smooth onboarding experience.

**Cons:**

- Users are frustrated by the **limited features** of J.P.Morgan Workplace Solutions, lacking direct SAFEs and tax document support.
- Users face challenges with **onboarding issues** , needing training for better platform adaptation and user experience.
- Users experience challenges due to **manual operations** , as the Cap Table lacks integration with third-party systems.
- Users experience some **technical issues** with calculations that can delay the setup process initially.

#### What Are Recent G2 Reviews of J.P.Morgan Workplace Solutions?

**"[Startup-Friendly, Intuitive, and Seamless Cap Table Management](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12054611)"**

**Rating:** 4.5/5.0 stars
*— Joseph  K.*

[Read full review](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12054611)

---

**"[Terrific Onboarding Experience and Exceptional Support from Juliette Collins.](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12936735)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Biotechnology*

[Read full review](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-12936735)

---


#### What Are G2 Users Discussing About J.P.Morgan Workplace Solutions?

- [What is Global Shares used for?](https://www.g2.com/discussions/what-is-global-shares-used-for)

### 5. [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews)
Empower Stock Plan Services™ delivers a connected stock plan administration experience that combines flexible technology, experienced service, and participant education. Our real-time equity compensation platform supports public and private plan designs, including Long-Term Incentive Plans (LTIPs), Employee Stock Purchase Plans (ESPPs), employee equity plans, and cap table management. Configurable tools, automated processes, on-demand reporting, HRIS integration, and scalable administration are designed to help reduce manual effort. Participants can access education to help them understand their equity, while executives can receive support across trading, compliance, reporting, tax, and planning needs. ----------------------------------------------- “EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©2026 Empower Annuity Insurance Company of America. All rights reserved. RO5505035-0626


**Average Rating:** 4.7/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Empower Stock Plan Services?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.2/10 (Category avg: 8.4/10)
- **Dashboard:** 8.9/10 (Category avg: 9.2/10)

**Who Is the Company Behind Empower Stock Plan Services?**

- **Seller:** [Empower](https://www.g2.com/sellers/empower-7e3ad9c7-855f-45d3-af11-3d2d0bf66518)
- **Company Website:** https://www.empower.com
- **Year Founded:** 2014
- **HQ Location:** Greenwood Village, US
- **LinkedIn® Page:** https://www.linkedin.com/company/empowertoday/ (13,461 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 46% Mid-Market, 29% Small-Business


#### What Are Empower Stock Plan Services's Pros and Cons?

**Pros:**

- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- User Interface (1 reviews)

**Cons:**

- Complex Reporting (1 reviews)
- Lack of Instructions (1 reviews)
- Poor Customer Support (1 reviews)


### What Do G2 Reviewers Say About Empower Stock Plan Services?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **professional customer support** of Empower Stock Plan Services, noting quick and effective issue resolution.
- Users appreciate the **ease of use** of Empower Stock Plan Services, noting its streamlined interface and improved support.
- Users appreciate the **streamlined and user-friendly interface** of Empower Stock Plan Services, enhancing their overall experience.

**Cons:**

- Users find the **reporting and documentation insufficient** , though customer support helps mitigate some of the frustration.
- Users find the **lack of instructions** frustrating, though customer support helps mitigate some challenges.
- While customer support helps, users still face **poor support issues** that hinder their overall experience with Empower Stock Plan Services.

#### What Are Recent G2 Reviews of Empower Stock Plan Services?

**"[Good customer service, special handling and outside the box thinking makes OT team shine.](https://www.g2.com/survey_responses/empower-stock-plan-services-review-10320910)"**

**Rating:** 4.0/5.0 stars
*— Jeff D.*

[Read full review](https://www.g2.com/survey_responses/empower-stock-plan-services-review-10320910)

---

**"[Incredibly easy to set up and highly knowledgeable support staff.](https://www.g2.com/survey_responses/empower-stock-plan-services-review-9694020)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Manufacturing*

[Read full review](https://www.g2.com/survey_responses/empower-stock-plan-services-review-9694020)

---


#### What Are G2 Users Discussing About Empower Stock Plan Services?

- [What is OptionTrax used for?](https://www.g2.com/discussions/what-is-optiontrax-used-for)

### 6. [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews)
Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.


**Average Rating:** 4.4/5.0
**Total Reviews:** 116
**How Do G2 Users Rate Certent Equity Management?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.4/10)
- **Dashboard:** 8.5/10 (Category avg: 9.2/10)

**Who Is the Company Behind Certent Equity Management?**

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware (801 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Controller
- **Top Industries:** Biotechnology, Banking
- **Company Size:** 53% Mid-Market, 36% Enterprise


#### What Are Certent Equity Management's Pros and Cons?

**Pros:**

- Ease of Use (11 reviews)
- Customer Support (9 reviews)
- Reporting Efficiency (7 reviews)
- Reporting (6 reviews)
- Equity Management (4 reviews)

**Cons:**

- UX Improvement (4 reviews)
- Difficult Implementation (2 reviews)
- Improvement Needed (2 reviews)
- Limited Customization (2 reviews)
- Navigation Difficulty (2 reviews)


### What Do G2 Reviewers Say About Certent Equity Management?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Certent Equity Management, facilitating seamless transactions and reporting.
- Users value the **exceptional customer support** from Certent, especially the prompt responses from dedicated representatives like Tina Carlson.
- Users find that Certent Equity Management offers **exceptional reporting efficiency** , streamlining stock-based compensation tracking and disclosures.
- Users value the **intuitive reporting** in Certent, which effectively tracks stock compensation and meets reporting needs.
- Users value the **organized equity information** in Certent Equity Management, enhancing efficiency and ease of use.

**Cons:**

- Users find the **UX improvement** necessary, citing unintuitive features and a cumbersome navigation experience.
- Users find the **difficult implementation** of Certent Equity Management frustrating, especially when creating reports and making changes.
- Users find the **report creation cumbersome** and face challenges in the testing environment, requiring frequent support requests.
- Users find the **limited customization** options frustrating, as they struggle with report creation and necessary updates.
- Users find the **navigation difficult** , expressing frustration with the learning curve and clunky report switching.

#### What Are Recent G2 Reviews of Certent Equity Management?

**"[Organized Equity Tracking with Clear, Easy-to-Use Dashboards](https://www.g2.com/survey_responses/certent-equity-management-review-12224436)"**

**Rating:** 4.0/5.0 stars
*— Vishal K.*

[Read full review](https://www.g2.com/survey_responses/certent-equity-management-review-12224436)

---

**"[User-Friendly Site, Helpful Reports, and Excellent Support from Tina Carlson](https://www.g2.com/survey_responses/certent-equity-management-review-11801301)"**

**Rating:** 4.5/5.0 stars
*— Marie C.*

[Read full review](https://www.g2.com/survey_responses/certent-equity-management-review-11801301)

---


#### What Are G2 Users Discussing About Certent Equity Management?

- [What is your experience managing equity with Certent Equity Management, and what challenges have you faced?](https://www.g2.com/discussions/what-is-your-experience-managing-equity-with-certent-equity-management-and-what-challenges-have-you-faced)
- [What is Certent Equity Compensation Management used for?](https://www.g2.com/discussions/what-is-certent-equity-compensation-management-used-for)

### 7. [Slice Global Equity](https://www.g2.com/products/slice-global-equity/reviews)
Slice is the leading Global Equity Compliance and Management platform for multinational companies. Managing equity across borders is complex and risky. Tax laws change constantly, local regulations vary by country, and a single oversight can delay funding rounds, acquisitions, or IPOs. Slice automates the entire equity lifecycle — from plan design and grant issuance to mobility tracking and transaction readiness — giving finance teams real-time visibility, audit trails, and proactive alerts that keep equity compliant, financially optimized, and diligence-ready across every jurisdiction. Trusted by fast-growing startups and global unicorns including Wiz, Wayve, Aidoc, Orca, Silverfort, VAST Data, Aqua Security, Cyera, Optimove, and Guesty, Slice helps companies avoid costly penalties, protect employee outcomes, and stay ready for diligence at any moment. Enterprise-ready and secure, Slice meets the highest standards for data privacy and protection, including SOC 2, SOC 1, ISO 27001, GDPR, and CPRA.


**Average Rating:** 5.0/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Slice Global Equity?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Reporting:** 10.0/10 (Category avg: 8.8/10)
- **Equity Governance:** 10.0/10 (Category avg: 8.4/10)
- **Dashboard:** 10.0/10 (Category avg: 9.2/10)

**Who Is the Company Behind Slice Global Equity?**

- **Seller:** [Slice](https://www.g2.com/sellers/slice-bf4168f3-e8d8-449f-8034-10b2a4515460)
- **Company Website:** https://www.sliceglobal.com/
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/sliceglobal/ (49 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 83% Mid-Market, 8% Enterprise



#### What Are Recent G2 Reviews of Slice Global Equity?

**"[Intuitive, Transparent Equity tool](https://www.g2.com/survey_responses/slice-global-equity-review-12715447)"**

**Rating:** 5.0/5.0 stars
*— Adi H.*

[Read full review](https://www.g2.com/survey_responses/slice-global-equity-review-12715447)

---

**"[Real-Time Cap Table Visibility and Confident Equity Planning with Slice](https://www.g2.com/survey_responses/slice-global-equity-review-12591032)"**

**Rating:** 5.0/5.0 stars
*— Inna B.*

[Read full review](https://www.g2.com/survey_responses/slice-global-equity-review-12591032)

---



### 8. [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews)
Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies.


**Average Rating:** 4.9/5.0
**Total Reviews:** 61
**How Do G2 Users Rate Optio Incentives?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.4/10)
- **Dashboard:** 9.2/10 (Category avg: 9.2/10)

**Who Is the Company Behind Optio Incentives?**

- **Seller:** [Optio Incentives](https://www.g2.com/sellers/optio-incentives)
- **Company Website:** https://www.optioincentives.com/
- **Year Founded:** 2018
- **HQ Location:** Oslo, NO
- **LinkedIn® Page:** https://www.linkedin.com/company/optio-incentives/ (130 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 49% Mid-Market, 30% Enterprise


#### What Are Optio Incentives's Pros and Cons?

**Pros:**

- Customer Support (24 reviews)
- Team Helpfulness (17 reviews)
- Ease of Use (14 reviews)
- Equity Management (13 reviews)
- User Interface (10 reviews)

**Cons:**

- Manual Operations (3 reviews)
- Complex Reporting (2 reviews)
- Lack of Instructions (2 reviews)
- Limited Features (2 reviews)
- Access Limitations (1 reviews)


### What Do G2 Reviewers Say About Optio Incentives?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **extraordinary customer support** from Optio Incentives, highlighting dedication and responsiveness in addressing their needs.
- Users commend the **dedicated and responsive Client Success team** , ensuring customer satisfaction through effective support and solutions.
- Users highlight the **ease of use** of Optio Incentives, complemented by responsive support and adaptability to needs.
- Users appreciate the **intuitive interface** of Optio Incentives, making equity management efficient and accessible for all.
- Users rave about the **user-friendly interface** of Optio Incentives, praising its smooth functionality and intuitive design.

**Cons:**

- Users find the **manual operations** in Optio Incentives require extra effort, but appreciate the team's commitment to improvement.
- Users face **complex reporting** challenges, requiring substantial time and effort for detailed analysis and customization.
- Users notice a **lack of instructions** for complex setups, making initial implementations time-consuming and challenging.
- Users find the **limited features** of Optio Incentives necessitate more manual effort and lack essential functions like export.
- Users find the **access limitations** of Optio Incentives outdated, preferring modern SSO support with integrated 2FA.

#### What Are Recent G2 Reviews of Optio Incentives?

**"[User-Friendly Platform, highly competent team and excellent support](https://www.g2.com/survey_responses/optio-incentives-review-12205140)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/optio-incentives-review-12205140)

---

**"[Saved time and effort by automating Share Option management](https://www.g2.com/survey_responses/optio-incentives-review-11971952)"**

**Rating:** 4.0/5.0 stars
*— Joakim Hines B.*

[Read full review](https://www.g2.com/survey_responses/optio-incentives-review-11971952)

---



### 9. [Ledgy](https://www.g2.com/products/ledgy/reviews)
Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tasks. Adapt it to your needs, update records in an instant, and ensure it works for your team — in any country, at any time. Create simple and effective communications that empower your people. Get set up and started in an instant, and then it’s ready to deliver value, day-in day-out. Ledgy is exactly what you need to drive greater efficiency and take care of compliance and risk management. It’s the platform that enables you to align all of your stakeholders to achieve more and inspire positive change. Book a Demo to see Ledgy in action. https://ledgy.com/demo/ledgy/?utm\_source=g2


**Average Rating:** 4.7/5.0
**Total Reviews:** 63
**How Do G2 Users Rate Ledgy?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.4/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

**Who Is the Company Behind Ledgy?**

- **Seller:** [Ledgy](https://www.g2.com/sellers/ledgy)
- **Year Founded:** 2017
- **HQ Location:** Zurich, Zurich
- **Twitter:** @Ledgy (671 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/ledgy/ (78 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 54% Mid-Market, 42% Small-Business


#### What Are Ledgy's Pros and Cons?

**Pros:**

- Customer Support (7 reviews)
- User Interface (5 reviews)
- Ease of Use (4 reviews)
- Cap Table Management (3 reviews)
- Customisation (2 reviews)

**Cons:**

- Technical Issues (2 reviews)
- Complex Reporting (1 reviews)
- Limited Customization (1 reviews)
- Shareholder Management (1 reviews)


### What Do G2 Reviewers Say About Ledgy?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **exemplary customer support** from Ledgy, highlighting efficient training and hands-on assistance for management.
- Users praise Ledgy for its **intuitive user interface** , enhancing the overall experience for participants and administrators alike.
- Users appreciate the **ease of use** of Ledgy, finding it intuitive and efficient for equity management.
- Users value the **intuitive cap table management** of Ledgy, appreciating its automation and ease of use.
- Users appreciate the **customisation options** in Ledgy, allowing tailored configurations for enhanced functionality and control.

**Cons:**

- Users face **technical issues** like occasional bugs and skewed data, but appreciate the team's responsive support.
- Users experience occasional **complex reporting issues** with Ledgy, but appreciate the team's quick resolution efforts.
- Users note **limited customization** options in Ledgy, though the support team is responsive in finding workarounds.
- Users face **occasional bugs** in Ledgy and desire enhanced tools for educating stakeholders about their equity.

#### What Are Recent G2 Reviews of Ledgy?

**"[Ledgy as a tool for easy Equity Management](https://www.g2.com/survey_responses/ledgy-review-12710797)"**

**Rating:** 4.5/5.0 stars
*— Verified User in Transportation/Trucking/Railroad*

[Read full review](https://www.g2.com/survey_responses/ledgy-review-12710797)

---

**"[Great UI, Easy to Use Equity Management Platform](https://www.g2.com/survey_responses/ledgy-review-9117504)"**

**Rating:** 5.0/5.0 stars
*— Hubert F.*

[Read full review](https://www.g2.com/survey_responses/ledgy-review-9117504)

---


#### What Are G2 Users Discussing About Ledgy?

- [What is Ledgy used for?](https://www.g2.com/discussions/what-is-ledgy-used-for)

### 10. [Cake Equity](https://www.g2.com/products/cake-equity/reviews)
Cake Equity is the best cap table and equity management software to help startup founders accelerate team motivation through equity ownership. We deliver the essential functionality startup leaders need - from cap table management to stock option & esop admin - with an intuitive, modern interface that makes equity management straightforward and accessible. What sets Cake apart is our focus on team motivation through equity. We believe that when teams understand and feel connected to their ownership stake, they're more engaged and aligned with company success. Our platform combines robust equity admin tools with features designed to help employees appreciate their stake in the company's future. With transparent pricing, dedicated support, and a user experience built specifically for scaling startups, Cake makes it simple to get equity right from day one.


**Average Rating:** 4.8/5.0
**Total Reviews:** 130
**How Do G2 Users Rate Cake Equity?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.9/10 (Category avg: 8.4/10)
- **Dashboard:** 9.1/10 (Category avg: 9.2/10)

**Who Is the Company Behind Cake Equity?**

- **Seller:** [Cake Equity](https://www.g2.com/sellers/cake-equity)
- **Company Website:** https://www.cakeequity.com/
- **Year Founded:** 2018
- **HQ Location:** Venice, CA
- **Twitter:** @CakeEquity (839 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cake-equity/ (228 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO, CFO
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 70% Small-Business, 12% Mid-Market


#### What Are Cake Equity's Pros and Cons?

**Pros:**

- Ease of Use (23 reviews)
- Customer Support (20 reviews)
- User Interface (18 reviews)
- Equity Management (9 reviews)
- Features (9 reviews)

**Cons:**

- UX Improvement (5 reviews)
- Lack of Instructions (4 reviews)
- Poor Customer Support (4 reviews)
- Difficult Setup (3 reviews)
- Expensive (3 reviews)


### What Do G2 Reviewers Say About Cake Equity?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Cake Equity's **intuitive and user-friendly design** simplifies equity management, promoting ease of use and accessibility.
- Users value the **friendly and responsive support team** at Cake Equity, enhancing their overall experience with the platform.
- Users praise the **intuitive and visually appealing interface** of Cake Equity, enhancing the overall experience and efficiency.
- Users value the **insightful visibility** Cake Equity provides for employee ESOP management, simplifying onboarding and offboarding.
- Users appreciate the **user-friendly design** of Cake Equity, making cap table management and setup straightforward and efficient.

**Cons:**

- Users struggle with the **frequently changing layout and navigation** , which can hinder usability and understanding of features.
- Users experience a **lack of instructions** on navigating Cake Equity, leading to missed steps and confusion.
- Users report **poor customer support** , experiencing delays in receiving responses that can take several days.
- Users find the **difficult setup** of Cake Equity challenging, especially when configuring advanced equity plans.
- Users find the **pricing scheme deceptive** , as additional costs rise quickly with feature requirements, challenging affordability.

#### What Are Recent G2 Reviews of Cake Equity?

**"[Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)](https://www.g2.com/survey_responses/cake-equity-review-12346482)"**

**Rating:** 5.0/5.0 stars
*— Colleen B.*

[Read full review](https://www.g2.com/survey_responses/cake-equity-review-12346482)

---

**"[Streamlined Cap Table Management with Ease](https://www.g2.com/survey_responses/cake-equity-review-12750516)"**

**Rating:** 4.0/5.0 stars
*— Nick B.*

[Read full review](https://www.g2.com/survey_responses/cake-equity-review-12750516)

---



### 11. [ShareForce](https://www.g2.com/products/shareforce/reviews)
Ranked #3 in EMEA and #5 on the Momentum Grid in G2’s Spring 2026 Equity Management reports. ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform caters to a diverse range of businesses, from private companies implementing deferred bonus plans to growing enterprises preparing for an initial public offering (IPO) and publicly listed companies issuing performance shares to retain talent. By consolidating these functions into a single, user-friendly interface, ShareForce streamlines the incentive plan lifecycle for all stakeholders involved. The target audience for ShareForce includes human resources professionals, finance teams, and executive management across different sectors. Companies of varying sizes can benefit from its capabilities, whether they are looking to enhance employee engagement through incentive programs or ensure compliance with regulatory requirements. ShareForce is particularly valuable for organizations that require a robust system to manage complex equity compensation plans, as it simplifies the intricacies of tracking and reporting. Key features of ShareForce include its advanced technology that facilitates real-time data management, automated reporting, and seamless integration with existing HR and financial systems. Users can easily access detailed insights into their incentive plans, enabling informed decision-making and strategic planning. Additionally, ShareForce offers specialized support services, ensuring that clients receive hands-on assistance throughout the implementation and ongoing use of the platform. This combination of technology and support empowers organizations to navigate the complexities of incentive plan management with confidence. The benefits of using ShareForce extend beyond mere efficiency. By providing a centralized solution for incentive plan administration, organizations can reduce the risk of errors and enhance compliance with financial regulations. The platform's reporting capabilities allow for greater transparency and accountability, fostering trust among employees and stakeholders alike. Furthermore, ShareForce’s ability to adapt to various incentive structures means that companies can tailor their plans to meet specific organizational goals, ultimately driving employee performance and retention. In a competitive landscape where attracting and retaining talent is crucial, ShareForce stands out by offering a holistic approach to incentive plan management. Its blend of innovative technology and dedicated support ensures that organizations can effectively implement and manage their incentive programs, making it an essential tool for companies aiming to optimize their compensation strategies.


**Average Rating:** 4.8/5.0
**Total Reviews:** 59
**How Do G2 Users Rate ShareForce?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.0/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.8/10 (Category avg: 8.4/10)
- **Dashboard:** 8.9/10 (Category avg: 9.2/10)

**Who Is the Company Behind ShareForce?**

- **Seller:** [ShareForce](https://www.g2.com/sellers/shareforce)
- **Company Website:** https://www.shareforce.net
- **Year Founded:** 2015
- **HQ Location:** London, England
- **LinkedIn® Page:** https://www.linkedin.com/company/shareforce-360-pty-limited (77 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Mining & Metals
- **Company Size:** 58% Enterprise, 36% Mid-Market


#### What Are ShareForce's Pros and Cons?

**Pros:**

- Customer Support (11 reviews)
- Implementation Ease (7 reviews)
- Reporting Efficiency (7 reviews)
- Ease of Use (6 reviews)
- Team Helpfulness (6 reviews)

**Cons:**

- Complex Reporting (3 reviews)
- Lack of Instructions (2 reviews)
- Poor Customer Support (2 reviews)
- Technical Issues (2 reviews)
- Workflow Inefficiencies (2 reviews)


### What Do G2 Reviewers Say About ShareForce?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend ShareForce for their **exceptional customer support** , highlighting responsiveness and a smooth implementation process.
- Users commend the **ease of implementation** with ShareForce, highlighting responsive support and effective communication throughout the process.
- Users value the **reporting efficiency** of ShareForce, benefiting from streamlined processes and easy Excel exports.
- Users value the **ease of use** of ShareForce, finding it much better than outdated spreadsheet methods.
- Users commend the **team's helpfulness** , highlighting their dedication and exceptional support throughout the implementation process.

**Cons:**

- Users find the **complex reporting** in ShareForce limits customization and hampers efficient bulk processing.
- Users note a **lack of instructions** in ShareForce's onboarding process, which could enhance early adoption.
- Users face challenges with **poor customer support** when needing assistance with backend adjustments and SSO issues.
- Users face **technical issues** with ShareForce, including SSO problems and limited tracking of movements, which complicates usage.
- Users note **workflow inefficiencies** due to limited reporting flexibility and bulk processing capabilities in ShareForce.

#### What Are Recent G2 Reviews of ShareForce?

**"[Where does ShareForce get all the bright, courteous, amiable, eager beavers they employ? Delightful!](https://www.g2.com/survey_responses/shareforce-review-8058414)"**

**Rating:** 5.0/5.0 stars
*— Annelize L.*

[Read full review](https://www.g2.com/survey_responses/shareforce-review-8058414)

---

**"[Streamlined LTIP Management with ShareForce](https://www.g2.com/survey_responses/shareforce-review-12405917)"**

**Rating:** 4.5/5.0 stars
*— wendy z.*

[Read full review](https://www.g2.com/survey_responses/shareforce-review-12405917)

---



### 12. [EquityList](https://www.g2.com/products/equitylist/reviews)
EquityList is an equity management platform for modern companies. We give founders and employees the tools and insights to make smarter decisions about their equity and ownership. Cap table management: Manage your cap table seamlessly and invite investors to accurately track the company's valuation history, store share classes, and digital certificates, and conduct valuation exercises. You can model fundraising scenarios and waterfall exits. ESOP/SAR/RSU management: Administer and manage your company's stock options plans with ease and invite employees and partners for a transparent ownership experience. Fundraise workflows: Raise capital efficiently and smartly by using EquityList's fundraising workflows. Equity advisory: Leverage the expertise of a decade's worth of experience in creating industry-best equity award schemes. Valuation reports: Get your company's valuation exercise (like 409A, HMRC, and more) done by the industry’s best valuers or merchant bankers. Multi-entity management: Simplify complex cross-border shareholding for subsidiaries, manage put-call structures, and visualize dilution from a single dashboard. Get onboarded in less than 24 hours. 400+ companies across India, the US, APAC, and MENA manage their equity operations with EquityList. Learn more at https://www.equitylist.co/


**Average Rating:** 4.7/5.0
**Total Reviews:** 117
**How Do G2 Users Rate EquityList?**

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.7/10 (Category avg: 8.4/10)
- **Dashboard:** 9.3/10 (Category avg: 9.2/10)

**Who Is the Company Behind EquityList?**

- **Seller:** [EquityList](https://www.g2.com/sellers/equitylist)
- **Year Founded:** 2020
- **HQ Location:** New Delhi, Delhi
- **Twitter:** @EquityListHQ (935 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/equitylist (26 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 52% Small-Business, 43% Mid-Market


#### What Are EquityList's Pros and Cons?

**Pros:**

- Ease of Use (13 reviews)
- Equity Management (7 reviews)
- Features (6 reviews)
- User Interface (6 reviews)
- Dashboard Visualization (5 reviews)

**Cons:**

- Limited Features (2 reviews)
- UX Improvement (2 reviews)
- Difficult Setup (1 reviews)
- Expensive (1 reviews)
- Technical Issues (1 reviews)


### What Do G2 Reviewers Say About EquityList?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of EquityList, finding it simple to manage employees and access data.
- Users value the **ease of equity management** provided by EquityList, enhancing efficiency and simplifying processes for companies.
- Users value the **user-friendly dashboard and comprehensive features** of EquityList for effective equity management and investor relations.
- Users commend the **user-friendly interface** of EquityList, making the platform intuitive and easy to navigate.
- Users value the **intuitive Dashboard presentation** of EquityList, which simplifies understanding of equity positions and benefits.

**Cons:**

- Users feel that **limited features** in EquityList hinder usability, expressing a desire for enhancements and improvements.
- Users indicate that **navigation could be improved** as features often feel confusing and less intuitive.
- Users struggle with the **difficult setup** of EquityList, finding it cumbersome to manage document placement in the data room.
- Users find the **overall platform cost** of EquityList to be slightly on the expensive side for the services offered.
- Users report occasional **technical issues** that may require assistance, although support is timely and effective.

#### What Are Recent G2 Reviews of EquityList?

**"[Outstanding Instant Support Sets Them Apart](https://www.g2.com/survey_responses/equitylist-review-11914198)"**

**Rating:** 5.0/5.0 stars
*— Yash G.*

[Read full review](https://www.g2.com/survey_responses/equitylist-review-11914198)

---

**"[Commendable platform for ESOPs management and Cap table](https://www.g2.com/survey_responses/equitylist-review-11367010)"**

**Rating:** 5.0/5.0 stars
*— Riya M.*

[Read full review](https://www.g2.com/survey_responses/equitylist-review-11367010)

---



### 13. [trica equity](https://www.g2.com/products/trica-equity/reviews)
trica equity is helping companies simplify equity management with their stock options and cap table management products. trica's customer-centric approach is visible in its startup friendly pricing and features that are tailored to grow as a company progresses on its growth journey Currently trica equity is used by more than 550 companies from India, the USA and Singapore including over 100 Series B+ startups, unicorns and pre-IPO companies. You can start your equity management journey with trica equity for free by simply clicking on the "Get Started" button on the top right of this page.


**Average Rating:** 4.4/5.0
**Total Reviews:** 49
**How Do G2 Users Rate trica equity?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Reporting:** 8.0/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.5/10 (Category avg: 8.4/10)
- **Dashboard:** 8.8/10 (Category avg: 9.2/10)

**Who Is the Company Behind trica equity?**

- **Seller:** [Capital Grid Technologies Pvt Ltd](https://www.g2.com/sellers/capital-grid-technologies-pvt-ltd)
- **Year Founded:** 2013
- **HQ Location:** Bangalore, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/letsventure/ (117 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CEO
- **Top Industries:** Financial Services, Computer Software
- **Company Size:** 47% Mid-Market, 45% Small-Business



#### What Are Recent G2 Reviews of trica equity?

**"[A simple way to launch ESOPs for young companies](https://www.g2.com/survey_responses/trica-equity-review-7419425)"**

**Rating:** 4.5/5.0 stars
*— Ashish M.*

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-7419425)

---

**"[A seamless experience of managing cap-table and ESOPs](https://www.g2.com/survey_responses/trica-equity-review-7052903)"**

**Rating:** 5.0/5.0 stars
*— Vicky Vasudev S.*

[Read full review](https://www.g2.com/survey_responses/trica-equity-review-7052903)

---



### 14. [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews)
Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations.


**Average Rating:** 5.0/5.0
**Total Reviews:** 65
**How Do G2 Users Rate Xumane Equity?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Reporting:** 9.9/10 (Category avg: 8.8/10)
- **Equity Governance:** 9.9/10 (Category avg: 8.4/10)
- **Dashboard:** 9.9/10 (Category avg: 9.2/10)

**Who Is the Company Behind Xumane Equity?**

- **Seller:** [Vega HR](https://www.g2.com/sellers/vega-hr)
- **Year Founded:** 2019
- **HQ Location:** Dover, Delaware
- **Twitter:** @VegaHR4 (167 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/77751413/ (22 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Human Resources
- **Company Size:** 45% Mid-Market, 34% Small-Business


#### What Are Xumane Equity's Pros and Cons?

**Pros:**

- ESOP Management (5 reviews)
- Compliance Automation (4 reviews)
- Cap Table Management (3 reviews)
- Comprehensive Access (3 reviews)
- Dashboard Visualization (3 reviews)

**Cons:**

- UX Improvement (1 reviews)


### What Do G2 Reviewers Say About Xumane Equity?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **user-friendly interface** of Xumane Equity, enabling quick and easy ESOP management and transparency.
- Users appreciate the **automation of compliance tasks** by Xumane Equity, significantly reducing the risk of errors.
- Users appreciate the **intuitive interface** of Xumane Equity, finding ESOP and cap table management effortless and efficient.
- Users value the **comprehensive access** of Xumane Equity, providing valuable insights for effective equity management.
- Users appreciate the **intuitive dashboard** of Xumane Equity, simplifying ESOP management with comprehensive real-time insights.

**Cons:**

- Users suggest that a **more personalized user interface** would significantly enhance their experience with Xumane Equity.

#### What Are Recent G2 Reviews of Xumane Equity?

**"[Value for money!](https://www.g2.com/survey_responses/xumane-equity-review-10978064)"**

**Rating:** 5.0/5.0 stars
*— Prantika S.*

[Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10978064)

---

**"[Easy and Fast Equity Management Software](https://www.g2.com/survey_responses/xumane-equity-review-10977687)"**

**Rating:** 5.0/5.0 stars
*— Prince  S.*

[Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10977687)

---



### 15. [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews)
Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools.


**Average Rating:** 3.8/5.0
**Total Reviews:** 32
**How Do G2 Users Rate Shareworks by Morgan Stanley?**

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Reporting:** 7.8/10 (Category avg: 8.8/10)
- **Equity Governance:** 8.5/10 (Category avg: 8.4/10)
- **Dashboard:** 8.3/10 (Category avg: 9.2/10)

**Who Is the Company Behind Shareworks by Morgan Stanley?**

- **Seller:** [Morgan Stanley Smith Barney](https://www.g2.com/sellers/morgan-stanley-smith-barney)
- **Year Founded:** 1935
- **HQ Location:** New York, New York, United States
- **Twitter:** @MorganStanley (752,657 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/morgan-stanley/ (95,264 employees on LinkedIn®)
- **Ownership:** NYSE: MS

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 41% Mid-Market, 38% Enterprise


#### What Are Shareworks by Morgan Stanley's Pros and Cons?


**Cons:**

- Lack of Mobile Accessibility (1 reviews)
- UX Improvement (1 reviews)


### What Do G2 Reviewers Say About Shareworks by Morgan Stanley?
*AI-generated summary from verified user reviews*


**Cons:**

- Users find the **lack of mobile accessibility** raises concerns about brand identity and overall functionality of Shareworks.
- Users find the interface **clunky** and inconsistent, raising concerns about Morgan Stanley's commitment to branding and security.

#### What Are Recent G2 Reviews of Shareworks by Morgan Stanley?

**"[Clear interface, but could be simplified](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Computer Software*

[Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055)

---

**"[Share works of Morgan stanly](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Financial Services*

[Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125)

---


#### What Are G2 Users Discussing About Shareworks by Morgan Stanley?

- [How much does Shareworks cost?](https://www.g2.com/discussions/how-much-does-shareworks-cost)
- [Is Shareworks owned by Morgan Stanley?](https://www.g2.com/discussions/is-shareworks-owned-by-morgan-stanley)
- [What does Shareworks by Morgan Stanley do?](https://www.g2.com/discussions/what-does-shareworks-by-morgan-stanley-do)
- [What is Shareworks used for?](https://www.g2.com/discussions/what-is-shareworks-used-for)


## What Is Equity Management Software?

[Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)

## What Software Categories Are Similar to Equity Management Software?

- [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration)


---

## How Do You Choose the Right Equity Management Software?

### What You Should Know About Equity Management Software

### What are Equity Management Software?

Equity management software helps in managing ownership of the company in relation to stakeholders of a company. It helps in tracking shares, communicating with stakeholders and the board of directors, staying compliant with laws and regulations, and maintaining company records and documents. Equity management software also consists of features for managing cap tables, equity issuance, equity transactions tracking, and conducting annual 409a valuations.

Equity management software is used by equity administrators, which is a part of the finance department of companies worldwide. It helps free up spare time that is otherwise spent on legal procedures, eliminates the risk of human errors, creates equity reports, and integrates with other finance and accounting-related software. ** **

### What are the Common Features of Equity Management Software?

Equity management software not only helps in tracking and managing all the shares of a company but also helps users in several other ways. The following are some core features an equity management software offers:

**409A valuation:** Equity management software has the capability of conducting a 409A valuation that determines the worth of the company. Before offering equity to potential investors, it is essential to decide a fair market price of the stock or share of the company. Equity management software performs 409A valuation to find out the right price before starting off with raising funds and helps generate reports that are simple and easy to understand for investors.

**Cap table management:** Cap table management is an intricate breakdown of all the equity of the shareholders of a company. This feature in the equity management software helps in automatically recording all types of securities such as stock, preferred shares, equity grants, convertible notes, bonds, warrants, etc. With expanding business, equity management software helps to access data in cap tables that are otherwise more complex to find manually.

**Investor relations and reporting:** A good equity management software must be capable of providing financial analytics dashboards for investors' ease. The investor gets real-time access to their portfolios and can make informed decisions based on which share to buy, hold or sell, it also provides measurable KPIs like goals, investment, and measure risk tolerance.

### What are the Benefits of Equity Management Software?

Equity management software has many benefits over its archaic paper counterpart. Here are some of the benefits a company may get using an equity management tool:

**Organized equity management:** Equity management software streamlines work and allows the company to focus on bringing new investors instead of losing a lot of time on organizing documents. It automates the documentation process, ensuring compliance and managing capitalization tables, and is well known for simplifying tasks such as reserve, issue, and transfer of company shares, shareholder management, and 409 valuations. 

**Powerful analytics for scalable growth:** Built-in analytics in equity management software helps make financial management, forecasting, and capital restructuring decisions easy. On a single dashboard, all financial metrics are consolidated and updated automatically, which saves time and helps in making strategic decisions for the company’s scalable growth. Analytics in equity management software also allows round modeling and scenario modeling.

**Scalable system and support:** Equity management solutions are designed to cater to all types of businesses. It enables customization as per complex processes and requirements. While it might encounter technical issues or glitches during regular operation days, a team of technical experts is constantly on standby around the clock to assist in such circumstances.

### Who Uses Equity Management Software?

Equity management software is used by equity administrators, financial analysts, and managers in different companies.

**Equity administrators:** Equity administrators are responsible for handling equity management systems and processes of the companies. They conduct company valuations (409a valuation) and engage in tracking company equity transactions, shareholder management, and cap table management.

**Financial analysts:** Financial analysts use this software to do various analyses such as scenario modeling, round and exit modeling, and waterfall analysis and analyze different financial metrics to review the company’s financial health.

### What are the Alternatives to Equity Management Software?

An alternative to equity management software can replace this type of software, either partially or completely:

**Cap table management software** : Cap table management software guides the company’s equity distribution and helps business owners and investors understand the firm’s capital structure. Cap table management software facilitates automated equity management for the business. It is hosted on an online server and replaces the traditional way of managing cap tables on a spreadsheet manually. 

### Challenges with Equity Management Software

Some common challenges faced using equity management software are: 

**Internet connectivity:** Most equity management solutions available in the market are cloud-based solutions that require an internet connection. While these tools are hosted in the cloud and can be accessed anywhere, they have their share of disadvantages also. No internet or slow internet connection hinders the smooth operation of this software and possibly leads to errors in the work process.

**Finding desirable software:** Finding the right equity management software is a complex process. One should select software that works well with the business. Many equity management software come with basic features suitable for small size companies. But, small-scale solutions may not be able to handle higher volumes as the business grows. An ideal solution must offer advanced features like tracking or issuing equity, compliances, maintaining compliance, receiving 409A valuation, modeling, forecasting, analytics, reporting, etc.

### Which Companies Should Buy Equity Management Software?

Equity management software can be used by private companies to distribute ownership amongst the stakeholders. It can be used by businesses of all sizes having plans to offer equity or currently engaged in equity distribution. It supports the company’s stakeholders and helps onboard new investors with ease.

### **How to Buy Equity Management Software**

#### Requirements Gathering (RFI/RFP) for Equity Management Software

When selecting equity management software, it is important to first look at how the business operates, and then familiarize oneself with the different types of software available. There are a variety of options when it comes to equity management software products, including those designed for the business needs of small, medium, and enterprise-sized businesses.

After understanding the requirements, the buyer can reach out to different vendors and ask for product-related information through RFP or RFIs. Upon receiving RFP or RFIs, the buyer needs to look at the features, pricing, and contract agreements to understand what problems the new system will solve. Buyers need to carefully examine all relevant information and documents before opting for the vendor and product.

#### Compare Equity Management Software Products

**Create a long list**

Depending on the industry, the buyer might want to first create a long list of software that is designed to help businesses in the particular industry. A long list always helps select the right software from many products available for equity management. The buyer should keep in mind to look at the existing software and prioritize asking what problem the new software can solve. A long list must consist of products that qualify metrics like required feature offerings, reviews and ratings from buyers, vendor add-ons, price points, and overall popularity in the category.

**Create a short list**

A short list narrows down the options available on the long list. It is generally done by mapping existing requirements to the offerings of the software. A short list generally widdles down the long list based on the budget.

Buyers must keep in mind, however, that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is usually relatively small. If the company wants something specific to their industry or customized for the business, they should be ready to pay a premium.

**Conduct demos**

As a rule of thumb, companies should make sure to demo all of the products that end up on their short list. Software demos are crucial to understanding how compatible the product is with existing systems and processes. It helps meet the realistic expectations from the product. During demos, buyers should ask specific questions related to the functionalities they care most about; for example, one might ask to be walked through equity issuance or tracking features, how to create cap tables, how to check investor portfolios, or how look at real-time financial data.

#### Selection of Equity Management Software

**Choose a selection team**

A team consisting of managers who will be using the software, equity administrator, IT personnel, or consultants is required for the selection process. Every business is different and the equity administrator is most likely the best person to give an educated opinion about which one is the best choice for the particular needs of the business. Collaborative communication around different functionalities of the equity management solution and collecting individual feedback from the people going to be engaged with the software would help make a better decision. 

**Negotiation**

The negotiation process can happen upon receiving a price quote from the vendor. Depending on the available budget, the buyer can offer a price to the vendor considering all the equity management features required for the business. Buyers shouldn’t forget to ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. Other times, a software provider may offer unlimited usage or add-ons if the buyers pay upfront instead of paying in installments. A successful negotiation means a courteous and constructive interaction that is a win-win for both parties.

**Final decision**

The final decision should be based on all the information gathered, features offerings, and price agreed upon by both parties involved in the purchasing process of the product. Businesses should keep in mind to select the solution that meets most of, if not all of, their requirements. 

If possible, buyers must conduct a pilot program with a smaller sample size of users to identify how well the software is received. If the platform gets good remarks, the buyer should make the final purchase decision. If the tool is found to be not performing as expected, there might be some other software that meets the expectations.