---
title: EquatePlus Reviews
meta_title: 'EquatePlus Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how EquatePlus works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 2
  scale: '5'
date_modified: '2025-11-18'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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. 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?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+11%3A25%3A23+-0500&secure%5Bsession_id%5D=32eebc46-0c92-4b1f-9c90-c8ad68e4480c&secure%5Btoken%5D=1e21fbd877af8973b3750d74bfb6f3f2368bae2ed5b41f68c3233b3cf3914ae1&format=llm_user)

## EquatePlus Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

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