SK

Saribek K.

Co-Founder & CEO

Small-Business (50 or fewer emp.)

8/25/2024

"The ease of use and accuracy"

5/5

What do you like best about Eqvista?

The ease of use and accuracy. We do some complicated transactions and it always delivers. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Sometimes there have to be workarounds for unique situations Review collected by and hosted on G2.com.

What problems is Eqvista solving and how is that benefiting you?

Eqvista allows me to accurately track all stock options and restricted grants, providing management and accounting with accurate reports. System can be set to automatically run reports at month end allowing us to close much faster. The preparation of proxy reports/schedules is accomplished by printing a few reports. The employee portal allows our employees to access their information 24-7. Review collected by and hosted on G2.com.

KD

Kishan D.

Co-Founder, CEO

Small-Business (50 or fewer emp.)

10/19/2024

"The reporting is Excellent"

5/5

What do you like best about Eqvista?

The reporting is excellent and it is very easy software to work with. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Not really user friendly if we want to create new reports. Review collected by and hosted on G2.com.

JF

Jonathan F.

Marketing Operations Manager

Mid-Market (51-1000 emp.)

6/29/2024

"Eqvista allows users effortless equity management."

5/5

What do you like best about Eqvista?

I like how Eqvista streamlines the management of our employee stock ownership plan. Eqvista's extensive platform and robust capabilities have considerably decreased our HR team's administrative burden, freeing us up to focus on more strategic responsibilities. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

Eqvista has been incredibly helpful with all of our inquiries. There is nothing to hate, as they convey every detail of product changes and other information. Review collected by and hosted on G2.com.

What problems is Eqvista solving and how is that benefiting you?

Eqvista has optimized our equity management procedure to ensure that our employees receive accurate and timely information regarding their ESOP. The platform's thorough reporting capabilities have allowed us to make data-driven decisions about our equity strategy, resulting in increased business growth. Review collected by and hosted on G2.com.

FS

France S.

Head of uk research

Enterprise (> 1000 emp.)

8/26/2024

"Eqvista is such a professional and helpful platform for our Equity management"

5/5

What do you like best about Eqvista?

I really like eqvista for their great and easy to understand platform, I was able to grab how the platform works so fast. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

I can`t think of any for now, they have always provided what we needed. Review collected by and hosted on G2.com.

GF

Gabriel F.

Vice President, Sales and Marketing (US & Canada Division)

Enterprise (> 1000 emp.)

7/24/2024

"Great equity management and reporting tool"

5/5

What do you like best about Eqvista?

The platform is fast, responsive, and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

There is nothing I don't like about Eqvista Review collected by and hosted on G2.com.

What problems is Eqvista solving and how is that benefiting you?

Eqvista equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Eqvista reporting saves us hours/days of manual tracking in excel. Review collected by and hosted on G2.com.

MF

Martin F.

President Global Business Development

Small-Business (50 or fewer emp.)

10/14/2024

"Eqvista - Top Equity Management Platform"

5/5

What do you like best about Eqvista?

The customer service is consistently exceptional Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The report are good but I wish there was some customization available on some. Review collected by and hosted on G2.com.

AB

Verified User in Banking

Mid-Market (51-1000 emp.)

10/10/2024

"Platform has potential, but need a lot of work"

0.5/5

What do you like best about Eqvista?

Well priced and decent support. Onboarding managed by them Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

The platform is missing many basic features. It's on the way to becoming a good platform, but still needs lots of work Review collected by and hosted on G2.com.

DK

Dave K.

Co-owner | Realtor

Small-Business (50 or fewer emp.)

8/27/2024

"The reporting functionality makes it easier to have reliable and efficient reporting."

5/5

What do you like best about Eqvista?

I like the fact that the reporting functionality makes it easier to have reliable and efficient reporting. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

none, our experience with eqvista is great Review collected by and hosted on G2.com.

AS

Arthur S.

VP, Chief Marketing Officer

Mid-Market (51-1000 emp.)

7/8/2024

"Great tool to manage employee stock options"

5/5

What do you like best about Eqvista?

One of the best things about Eqvista is it’s “Ease of use”, they have a straightforward and very clean UI. They also allow you to store all your company documents and if needed you can share the access to any of the shareholders. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

No bad experience so far. Nothing to report on that Review collected by and hosted on G2.com.

BP

Ben P.

Accounting and Finance Recruiter

Mid-Market (51-1000 emp.)

8/21/2024

"Eqvista help us with our Equity Award"

5/5

What do you like best about Eqvista?

Eqvista is straightforward and easy to understand, They also provide extensive support for us. Review collected by and hosted on G2.com.

What do you dislike about Eqvista?

I don`t really think I have come across any difficulty yet. Review collected by and hosted on G2.com.