Top 10 Diligent Equity (formerly EquityEffect) Alternatives & Competitors

(2)3.5 out of 5

Explore the best alternatives to Diligent Equity (formerly EquityEffect) for users who need new software features or want to try different solutions. Other important factors to consider when researching alternatives to Diligent Equity (formerly EquityEffect) include ease of use and reliability. The best overall Diligent Equity (formerly EquityEffect) alternative is Remote. Other similar apps like Diligent Equity (formerly EquityEffect) are Betterment at Work, Morningstar Direct, Qapita, and Morningstar Direct Advisory Suite (formerly Advisor Workstation). Diligent Equity (formerly EquityEffect) alternatives can be found in Venture Capital Management Software but may also be in Equity Management Software or Investment Portfolio Management Software.

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Best Paid & Free Alternatives to Diligent Equity (formerly EquityEffect)

Remote
Betterment at Work
Morningstar Direct
Qapita
Morningstar Direct Advisory Suite (formerly Advisor Workstation)
Carta
J.P.Morgan Workplace Solutions
Certent Equity Management

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

Browse options below. Based on reviewer data, you can see how Diligent Equity (formerly EquityEffect) stacks up to the competition, check reviews from current & previous users in industries like Financial Services and Information Technology and Services, and find the best product for your business.

Remote

By Remote

4.6/5

(4,448)

Product Description

Categories in common with Diligent Equity (formerly EquityEffect):

By Betterment

Product Description

Categories in common with Diligent Equity (formerly EquityEffect):

Investment Portfolio Management

Morningstar Direct

By Morningstar

4.1/5

(348)

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.

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

(270)

Product Description

Categories in common with Diligent Equity (formerly EquityEffect):

Investment Portfolio Management

Carta

By Carta

4.4/5

(220)

Product Description

Categories in common with Diligent Equity (formerly EquityEffect):

Equity Management

J.P.Morgan Workplace Solutions

By JPMorgan Chase

4.8/5

(137)

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.

Categories in common with Diligent Equity (formerly EquityEffect):

Equity Management