# EquatePlus Reviews
**Vendor:** Equatex  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 2
## About EquatePlus
EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans




## EquatePlus Reviews
  ### 1. Pretty Complicated but has Potential!

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2021

**What do you like best about EquatePlus?**

I like the idea and the potential that this company has. However, I don't feel like that they have the knowledge and expertise to succeed at the moment.

**What do you dislike about EquatePlus?**

No customer support, which is something that they can easily fix, I think. Also, there seem to be a few bugs in the software that caused my experience to be unpleasant and glitchy.

**What problems is EquatePlus solving and how is that benefiting you?**

Being able to make transactions easily with banks basically anywhere in the world.

  ### 2. I enjoy the fact that it's available in multiple languages and can interact in real-time.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** September 28, 2021

**What do you like best about EquatePlus?**

I enjoy the fact that it's available in multiple languages and can interact in real-time.

**What do you dislike about EquatePlus?**

At the moment, nothing currently. I think they do a significant job updating!

**What problems is EquatePlus solving and how is that benefiting you?**

I am having multiple compensation plans at my fingertips! Very flexible.


## EquatePlus Discussions
  - [What is EquatePlus used for?](https://www.g2.com/discussions/what-is-equateplus-used-for)

- [View EquatePlus pricing details and edition comparison](https://www.g2.com/products/equateplus/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+00%3A09%3A24+-0500&secure%5Bsession_id%5D=17526ea9-bffc-41a0-a4c7-c2f4fef14881&secure%5Btoken%5D=6078c587a39f12d31348791977a1eca682fb57538b800ade61513b91cccd33cf&format=llm_user)

## EquatePlus Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

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