Top 10 Diligent Equity (formerly EquityEffect) Alternatives & Competitors

Top 10 Alternatives to Diligent Equity (formerly EquityEffect) Recently Reviewed By G2 Community

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Remote
By Remote
4.5/5
(3,508)
Product Description
Remote offers global HR solutions for the future of work. Learn about how we make it possible for businesses of all sizes to employ global talent legally and easily.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

Betterment at Work
By Betterment
4.3/5
(589)
Product Description
Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today.
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Categories in common with Diligent Equity (formerly EquityEffect):
Investment Portfolio Management

Morningstar Direct
By Morningstar
4/5
(406)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Categories in common with Diligent Equity (formerly EquityEffect):
Investment Portfolio Management
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Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(275)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Categories in common with Diligent Equity (formerly EquityEffect):
Investment Portfolio Management

Carta
By Carta
4.4/5
(222)
Product Description
Carta is modernizing and revolutionizing the way private companies manage and interact with their share- and optionholders.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

J.P.Morgan Workplace Solutions
By JPMorgan Chase
4.8/5
(139)
Product Description
J.P. Morgan understands that your company’s success is driven by the remarkable commitment and dedication of its employees. Workplace Solutions is a holistic tech and service-based offering, created to empower your team to easily navigate their workplace incentives with confidence. From stock plan management powered by Global Shares and financial education to wealth building and beyond - our intuitive solutions help you attract and keep talented people who believe in your company as much as you believe in them. Contact us today to find out how we can help empower your workforce.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

Pulley
By Pulley
4.7/5
(131)
Product Description
Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

Certent Equity Management
By insightsoftware
4.4/5
(117)
Product Description
Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

Eqvista
By Eqvista
4.9/5
(148)
Product Description
Transforms your company, and works to manage your cap table, company shares, valuations and more, in an easy and effective way. Incorporates your company and manage your equity all in one place without all the extra work.
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Categories in common with Diligent Equity (formerly EquityEffect):
Equity Management

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