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The Top 20 Equity Management Software

Check out this list of the top Equity Management Software products based on user satisfaction. A product's satisfaction score is calculated by a proprietary algorithm that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers.

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G2 Satisfaction Score

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Eqvista

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

44%

Information Technology and Services

24%

Financial Services

20%

Retail

12%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.9

Meets Requirements

Average: 9.3

9.8

Ease of Doing Business With

Average: 8.5

9.3

Ease of Setup

Average: 8.6

9.9

Quality of Support

Average: 9.5

9.8

Ease of Admin

Average: 8.2

9.1

Qapita

Overall Satisfaction Score

Top Industries of Reviewers:

Information Technology and Services

31%

Financial Services

30%

Computer Software

29%

Manufacturing

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

8.9

Ease of Doing Business With

Average: 8.5

9.2

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.5

9.4

Ease of Admin

Average: 8.2

9.1

Cake Equity

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

37%

Information Technology and Services

28%

Financial Services

25%

Health, Wellness and Fitness

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.3

Meets Requirements

Average: 9.3

9.2

Ease of Doing Business With

Average: 8.5

9.6

Ease of Setup

Average: 8.6

9.3

Quality of Support

Average: 9.5

9.8

Ease of Admin

Average: 8.2

9.3

J.P.Morgan Workplace Solutions

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

34%

Information Technology and Services

31%

Biotechnology

18%

Financial Services

16%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.5

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.5

9.8

Ease of Setup

Average: 8.6

9.8

Quality of Support

Average: 9.5

9.9

Ease of Admin

Average: 8.2

9.4

Optio Incentives

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

46%

Information Technology and Services

25%

Renewables & Environment

17%

Accounting

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.6

Meets Requirements

Average: 9.3

9.6

Ease of Doing Business With

Average: 8.5

9.6

Ease of Setup

Average: 8.6

9.5

Quality of Support

Average: 9.5

9.8

Ease of Admin

Average: 8.2

9.2

Xumane Equity

Overall Satisfaction Score

Top Industries of Reviewers:

Human Resources

40%

Computer Software

40%

Information Technology and Services

14%

Accounting

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.9

Meets Requirements

Average: 9.3

9.9

Ease of Doing Business With

Average: 8.5

10.0

Ease of Setup

Average: 8.6

9.9

Quality of Support

Average: 9.5

9.8

Ease of Admin

Average: 8.2

10.0

EquityList

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

35%

Information Technology and Services

31%

Computer Software

22%

Biotechnology

12%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.4

Meets Requirements

Average: 9.3

9.2

Ease of Doing Business With

Average: 8.5

9.3

Ease of Setup

Average: 8.6

9.1

Quality of Support

Average: 9.5

9.8

Ease of Admin

Average: 8.2

9.2

Nth Round

Overall Satisfaction Score

Top Industries of Reviewers:

Venture Capital & Private Equity

33%

Investment Management

22%

Commercial Real Estate

22%

Insurance

22%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

10.0

Meets Requirements

Average: 9.3

9.7

Ease of Doing Business With

Average: 8.5

10.0

Ease of Setup

Average: 8.6

9.8

Quality of Support

Average: 9.5

10.0

Ease of Admin

Average: 8.2

10.0

Carta

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

53%

Financial Services

23%

Information Technology and Services

15%

Internet

10%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.0

Meets Requirements

Average: 9.3

9.0

Ease of Doing Business With

Average: 8.5

8.3

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.5

8.6

Ease of Admin

Average: 8.2

8.9

#10

ShareForce

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

41%

Mining & Metals

26%

Retail

19%

Oil & Energy

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.0

Meets Requirements

Average: 9.3

9.3

Ease of Doing Business With

Average: 8.5

9.8

Ease of Setup

Average: 8.6

9.2

Quality of Support

Average: 9.5

9.9

Ease of Admin

Average: 8.2

9.1

#11

Pulley

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

58%

Information Technology and Services

25%

Financial Services

11%

Biotechnology

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

9.2

Ease of Doing Business With

Average: 8.5

9.3

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.5

9.3

Ease of Admin

Average: 8.2

8.9

#12

Vestd

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

55%

Information Technology and Services

15%

Education Management

15%

Staffing and Recruiting

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.2

Meets Requirements

Average: 9.3

9.9

Ease of Doing Business With

Average: 8.5

9.9

Ease of Setup

Average: 8.6

8.2

Quality of Support

Average: 9.5

10.0

Ease of Admin

Average: 8.2

9.7

#13

Fidelity Private Shares

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

46%

Biotechnology

23%

Consumer Services

15%

Financial Services

15%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

8.8

Meets Requirements

Average: 9.3

9.5

Ease of Doing Business With

Average: 8.5

10.0

Ease of Setup

Average: 8.6

8.8

Quality of Support

Average: 9.5

10.0

Ease of Admin

Average: 8.2

8.6

#14

Ledgy

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

33%

Information Technology and Services

31%

Financial Services

23%

Venture Capital & Private Equity

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.2

Meets Requirements

Average: 9.3

9.1

Ease of Doing Business With

Average: 8.5

9.6

Ease of Setup

Average: 8.6

8.8

Quality of Support

Average: 9.5

9.4

Ease of Admin

Average: 8.2

9.1

#15

OptionTrax By Empower

Overall Satisfaction Score

Top Industries of Reviewers:

Banking

36%

Biotechnology

27%

Accounting

18%

Consumer Services

18%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.2

Meets Requirements

Average: 9.3

9.4

Ease of Doing Business With

Average: 8.5

9.3

Ease of Setup

Average: 8.6

8.9

Quality of Support

Average: 9.5

10.0

Ease of Admin

Average: 8.2

9.1

#16

Certent Equity Management

Overall Satisfaction Score

Top Industries of Reviewers:

Biotechnology

30%

Banking

28%

Oil & Energy

26%

Financial Services

16%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

8.9

Meets Requirements

Average: 9.3

9.1

Ease of Doing Business With

Average: 8.5

9.4

Ease of Setup

Average: 8.6

8.4

Quality of Support

Average: 9.5

9.3

Ease of Admin

Average: 8.2

9.0

#17

Motilal Oswal

Overall Satisfaction Score

Top Industries of Reviewers:

Investment Management

50%

Accounting

25%

Consumer Services

13%

Investment Banking

13%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.7

Meets Requirements

Average: 9.3

9.8

Ease of Doing Business With

Average: 8.5

0.0

Ease of Setup

Average: 8.6

9.8

Quality of Support

Average: 9.5

8.5

Ease of Admin

Average: 8.2

0.0

#18

trica equity

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

38%

Computer Software

24%

Consumer Goods

19%

Information Technology and Services

19%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

8.9

Meets Requirements

Average: 9.3

8.9

Ease of Doing Business With

Average: 8.5

9.1

Ease of Setup

Average: 8.6

8.7

Quality of Support

Average: 9.5

8.7

Ease of Admin

Average: 8.2

8.9

#19

Cyndx

Overall Satisfaction Score

Top Industries of Reviewers:

Financial Services

47%

Investment Banking

40%

Investment Management

Real Estate

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.3

Meets Requirements

Average: 9.3

9.1

Ease of Doing Business With

Average: 8.5

0.0

Ease of Setup

Average: 8.6

0.0

Quality of Support

Average: 9.5

10.0

Ease of Admin

Average: 8.2

0.0

#20

Equitest

Overall Satisfaction Score

Top Industries of Reviewers:

Computer Software

56%

Information Technology and Services

22%

Consumer Goods

11%

Environmental Services

11%

Ratings from Reviews (out of 10):

Ease of Use

Average: 9.3

9.1

Meets Requirements

Average: 9.3

8.7

Ease of Doing Business With

Average: 8.5

8.6

Ease of Setup

Average: 8.6

8.0

Quality of Support

Average: 9.5

8.3

Ease of Admin

Average: 8.2

8.3