# Best Enterprise Equity Management Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Equity Management category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Equity Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Equity Management category. In addition to qualifying for inclusion in the Equity Management Software category, to qualify for inclusion in the Enterprise Business Equity Management Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## Top Equity Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) | 4.8/5.0 (153 reviews) | Enterprise-scale equity administration | "[Professional, Seamless Onboarding with Responsive Support](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-13063843)" | | 2 | [Qapita](https://www.g2.com/products/qapita/reviews) | 4.6/5.0 (318 reviews) | Cap table accuracy for scaling startups | "[Streamlined ESOP Experience](https://www.g2.com/survey_responses/qapita-review-12727727)" | | 3 | [Eqvista](https://www.g2.com/products/eqvista/reviews) | 4.9/5.0 (67 reviews) | Straightforward valuations and shareholder records | "[Strategic Equity Planning That Supercharged Our Marketing Team Performance](https://www.g2.com/survey_responses/eqvista-review-11948885)" | | 4 | [Cake Equity](https://www.g2.com/products/cake-equity/reviews) | 4.8/5.0 (130 reviews) | Founder-friendly ESOP setup and fundraising workflows | "[Streamlined Cap Table Management with Ease](https://www.g2.com/survey_responses/cake-equity-review-12750516)" | | 5 | [Fidelity Private Shares](https://www.g2.com/products/fidelity-private-shares/reviews) | 4.8/5.0 (32 reviews) | Compliance-ready ownership recordkeeping | "[Accurate Cap Table Management with Exceptional Onboarding](https://www.g2.com/survey_responses/fidelity-private-shares-review-12581178)" | | 6 | [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) | 4.3/5.0 (233 reviews) | — | "[Intuitive Equity Management Made Easy](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)" | | 7 | [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) | 4.9/5.0 (61 reviews) | Equity incentive modeling and employee engagement | "[Saved time and effort by automating Share Option management](https://www.g2.com/survey_responses/optio-incentives-review-11971952)" | | 8 | [Slice Global Equity](https://www.g2.com/products/slice-global-equity/reviews) | 4.9/5.0 (36 reviews) | — | "[Slice has streamlined our work and improved accuracy](https://www.g2.com/survey_responses/slice-global-equity-review-13094790)" | | 9 | [Pulley](https://www.g2.com/products/pulley-pulley/reviews) | 4.7/5.0 (132 reviews) | — | "[Peace of Mind for Equity Management and Secure Stakeholder Access](https://www.g2.com/survey_responses/pulley-review-13078276)" | | 10 | [Empower Stock Plan Services](https://www.g2.com/products/empower-stock-plan-services/reviews) | 4.7/5.0 (24 reviews) | Advanced stock plan administration | "[Incredibly easy to set up and highly knowledgeable support staff.](https://www.g2.com/survey_responses/empower-stock-plan-services-review-9694020)" | ## G2 Grid® for Equity Management Software ![G2 Grid® for Equity Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/equity-management/grids.png?focus%5B%5D=133633&focus%5B%5D=1242322&focus%5B%5D=1193678&focus%5B%5D=5579&focus%5B%5D=16024&focus%5B%5D=3515&focus%5B%5D=1186141) Highlighted products: Qapita, Optio Incentives, ShareForce, Certent Equity Management, Carta Equity Suite, Shareworks by Morgan Stanley, and Xumane Equity. Underlying data: [Grid® JSON](https://www.g2.com/categories/equity-management/grids.json?focus%5B%5D=qapita&focus%5B%5D=optio-incentives&focus%5B%5D=shareforce&focus%5B%5D=certent-equity-management&focus%5B%5D=carta-equity-suite&focus%5B%5D=shareworks-by-morgan-stanley&focus%5B%5D=xumane-equity&segment=enterprise) ## How Many Equity Management Software Products Does G2 Track? **Total Products under this Category:** 83 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Pulley (+0.06%) - Among all products in this category, Pulley recorded the largest rating increase compared to last month *Last updated: July 23, 2026* ## How Does G2 Rank Equity Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,500+ Authentic Reviews - 83+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### Cake Equity Cake Equity is an equity management platform that helps startups and growing companies manage their cap table, equity compensation, and compliance in one place. It moves with a company from its first SAFE or option grant through complex funding rounds, giving founders, finance, legal, and employees one system to stay aligned as the company scales. Designed as a system of action, Cake brings cap table management, stock option and ESOP administration, equity plan design, and built-in compliance into a single platform, with automated workflows and intelligent insights that surface what matters before teams have to ask. Core capabilities include: - Cap table management and modeling: a real-time cap table with scenario modeling for funding rounds, SAFE conversions, and exits. - Stock option and ESOP administration: grant issuance, vesting schedules, and equity plan management in one place. - Built-in compliance: 409A valuations, ASC 718 reporting, and board approval workflows for audit-ready records. - Automated document workflows: document generation, scanning, and contract editing that reduce manual equity admin. - Employee equity education: built-in tools that help employees understand what they own, how their equity works, and why it matters. What sets Cake apart is motivation. Beyond managing equity, Cake gives every stakeholder a reason to care about it: founders get a cap table they can trust, finance and legal teams get audit-ready reporting and faster document workflows, and employees get real clarity on their ownership. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1715&secure%5Bchosen_at%5D=2026-07-23T15%3A58%3A35Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=134444&secure%5Bresource_id%5D=1715&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fshareforce%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fequity-management%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=5739dfc2b5757258513290501acbb7b2550f966466e9aa1ad4b539515764e3ce&secure%5Burl%5D=https%3A%2F%2Fcakeequity.com%3Futm_source%3Dg2%26utm_medium%3Dpaid-social%26utm_campaign%3Dpromo%26utm_term%3Dtop10%26utm_content%3Dcta&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated Equity Management Software Products in 2026? ### 1. [Qapita](https://www.g2.com/products/qapita/reviews) Qapita is an equity management platform for startups and listed companies that helps them seed, build, harness and eventually Unlock the Power of Ownership for their stakeholders. Qapita supports over 2,000 clients across the globe, while engaging their investors and over 300,000 employees holding more than USD 55 billion of equity value. Qapita's platform offers cap table and equity management tools for founders, finance, legal, reward and HR teams, and provides VCs with a holistic view of their portfolio companies, fund administration and portfolio valuation and reporting tools and helps facilitate LP engagement. Complementing their platform, Qapita offers equity compensation and equity and cash incentive plan design consulting services, valuation and financial reporting expertise, and private market liquidity solutions tailored to meet the needs of both shareholders and employees. For more information, visit us at https://www.qapita.com/ Request a FREE demo by clicking the button on the top right of this page **Average Rating:** 4.6/5.0 **Total Reviews:** 318 **How Do G2 Users Rate Qapita?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Equity Governance:** 8.9/10 (Category avg: 8.4/10) - **Dashboard:** 8.9/10 (Category avg: 9.2/10) **Who Is the Company Behind Qapita?** - **Seller:** [Qapita](https://www.g2.com/sellers/qapita) - **Company Website:** https://www.qapita.com/ - **Year Founded:** 2019 - **HQ Location:** Singapore, Singapore - **Twitter:** @qapita (294 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/qapita/ (503 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 49% Mid-Market, 26% Enterprise #### What Are Qapita's Pros and Cons? **Pros:** - Ease of Use (37 reviews) - Customer Support (32 reviews) - Team Helpfulness (25 reviews) - Equity Management (24 reviews) - User Interface (23 reviews) **Cons:** - Limited Customization (9 reviews) - Technical Issues (9 reviews) - Complex Reporting (6 reviews) - Poor Customer Support (6 reviews) - Workflow Inefficiencies (6 reviews) ### What Do G2 Reviewers Say About Qapita? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Qapita, highlighting its simplicity and effective support for handling queries. - Users commend the **responsive customer support** of Qapita, ensuring a smooth and efficient onboarding experience. - Users commend the **team's responsiveness and cooperative approach** , ensuring a smooth and efficient experience with Qapita. - Users appreciate the **efficient ESOP management** of Qapita, saving time and streamlining processes for both HR and finance. - Users appreciate the **intuitive interface** of Qapita, enhancing navigation and efficient management of tasks. **Cons:** - Users find Qapita's **limited customization** restricts configuration options, complicating report generation and overall efficiency. - Users face **limited responsiveness** occasionally, resulting in delays and sub-optimal conversations during remote access. - Users face challenges with **complex reporting** , lacking customization and requiring reconciliations, complicating their workflow. - Users report **poor customer support** , noting communication issues and inconsistent responses affecting their experience with Qapita. - Users face **workflow inefficiencies** due to limited customization and excessive clicks, complicating their tasks and processes. #### What Are Recent G2 Reviews of Qapita? **"[Seamless access to accurate, audit-ready reports through Qapita platform.](https://www.g2.com/survey_responses/qapita-review-12335376)"** **Rating:** 5.0/5.0 stars *— Vinayak N.* [Read full review](https://www.g2.com/survey_responses/qapita-review-12335376) --- **"[Streamlined ESOP Experience](https://www.g2.com/survey_responses/qapita-review-12727727)"** **Rating:** 5.0/5.0 stars *— Anvi B.* [Read full review](https://www.g2.com/survey_responses/qapita-review-12727727) --- #### What Are G2 Users Discussing About Qapita? - [What is your experience with Qapita for equity management, and what features do you find most useful?](https://www.g2.com/discussions/what-is-your-experience-with-qapita-for-equity-management-and-what-features-do-you-find-most-useful) ### 2. [Optio Incentives](https://www.g2.com/products/optio-incentives/reviews) Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies. **Average Rating:** 4.9/5.0 **Total Reviews:** 61 **How Do G2 Users Rate Optio Incentives?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Reporting:** 9.1/10 (Category avg: 8.8/10) - **Equity Governance:** 8.9/10 (Category avg: 8.4/10) - **Dashboard:** 9.2/10 (Category avg: 9.2/10) **Who Is the Company Behind Optio Incentives?** - **Seller:** [Optio Incentives](https://www.g2.com/sellers/optio-incentives) - **Company Website:** https://www.optioincentives.com/ - **Year Founded:** 2018 - **HQ Location:** Oslo, NO - **LinkedIn® Page:** https://www.linkedin.com/company/optio-incentives/ (130 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 49% Mid-Market, 30% Enterprise #### What Are Optio Incentives's Pros and Cons? **Pros:** - Customer Support (24 reviews) - Team Helpfulness (17 reviews) - Ease of Use (14 reviews) - Equity Management (13 reviews) - User Interface (10 reviews) **Cons:** - Manual Operations (3 reviews) - Complex Reporting (2 reviews) - Lack of Instructions (2 reviews) - Limited Features (2 reviews) - Access Limitations (1 reviews) ### What Do G2 Reviewers Say About Optio Incentives? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **exceptional customer support** of Optio Incentives, highlighting their responsiveness and dedication to satisfaction. - Users value the **helpful support team** of Optio Incentives, ensuring satisfaction and ease of use for all customers. - Users appreciate the **ease of use** of Optio Incentives, benefiting from its user-friendly interface and helpful support. - Users appreciate the **intuitive interface and clear reporting** of Optio Incentives, simplifying equity management significantly. - Users appreciate the **intuitive and user-friendly interface** of Optio Incentives, enhancing efficiency and ease of use. **Cons:** - Users find the **manual operations cumbersome** , necessitating additional effort, but appreciate the team's commitment to improvement. - Users find the **complex reporting** features of Optio Incentives lacking in flexibility for effective analysis and planning. - Users note a **lack of instructions** which complicates initial setup and requires significant support assistance from the team. - Users find the **limited features** of Optio Incentives restrict their efficiency, needing more automation and essential functions. - Users find the **authentication process outdated** , especially preferring SSO support with integrated 2FA for better security. #### What Are Recent G2 Reviews of Optio Incentives? **"[User-Friendly Platform, highly competent team and excellent support](https://www.g2.com/survey_responses/optio-incentives-review-12205140)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/optio-incentives-review-12205140) --- **"[Saved time and effort by automating Share Option management](https://www.g2.com/survey_responses/optio-incentives-review-11971952)"** **Rating:** 4.0/5.0 stars *— Joakim Hines B.* [Read full review](https://www.g2.com/survey_responses/optio-incentives-review-11971952) --- ### 3. [ShareForce](https://www.g2.com/products/shareforce/reviews) Ranked #3 in EMEA and #5 on the Momentum Grid in G2’s Spring 2026 Equity Management reports. ShareForce is a comprehensive software solution designed to assist organizations in managing, administering, accounting for, and reporting on various equity and cash incentive plans. This platform caters to a diverse range of businesses, from private companies implementing deferred bonus plans to growing enterprises preparing for an initial public offering (IPO) and publicly listed companies issuing performance shares to retain talent. By consolidating these functions into a single, user-friendly interface, ShareForce streamlines the incentive plan lifecycle for all stakeholders involved. The target audience for ShareForce includes human resources professionals, finance teams, and executive management across different sectors. Companies of varying sizes can benefit from its capabilities, whether they are looking to enhance employee engagement through incentive programs or ensure compliance with regulatory requirements. ShareForce is particularly valuable for organizations that require a robust system to manage complex equity compensation plans, as it simplifies the intricacies of tracking and reporting. Key features of ShareForce include its advanced technology that facilitates real-time data management, automated reporting, and seamless integration with existing HR and financial systems. Users can easily access detailed insights into their incentive plans, enabling informed decision-making and strategic planning. Additionally, ShareForce offers specialized support services, ensuring that clients receive hands-on assistance throughout the implementation and ongoing use of the platform. This combination of technology and support empowers organizations to navigate the complexities of incentive plan management with confidence. The benefits of using ShareForce extend beyond mere efficiency. By providing a centralized solution for incentive plan administration, organizations can reduce the risk of errors and enhance compliance with financial regulations. The platform's reporting capabilities allow for greater transparency and accountability, fostering trust among employees and stakeholders alike. Furthermore, ShareForce’s ability to adapt to various incentive structures means that companies can tailor their plans to meet specific organizational goals, ultimately driving employee performance and retention. In a competitive landscape where attracting and retaining talent is crucial, ShareForce stands out by offering a holistic approach to incentive plan management. Its blend of innovative technology and dedicated support ensures that organizations can effectively implement and manage their incentive programs, making it an essential tool for companies aiming to optimize their compensation strategies. **Average Rating:** 4.8/5.0 **Total Reviews:** 60 **How Do G2 Users Rate ShareForce?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Reporting:** 9.0/10 (Category avg: 8.8/10) - **Equity Governance:** 8.8/10 (Category avg: 8.4/10) - **Dashboard:** 8.9/10 (Category avg: 9.2/10) **Who Is the Company Behind ShareForce?** - **Seller:** [ShareForce](https://www.g2.com/sellers/shareforce) - **Company Website:** https://www.shareforce.net - **Year Founded:** 2015 - **HQ Location:** London, England - **LinkedIn® Page:** https://www.linkedin.com/company/shareforce-360-pty-limited (77 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Mining & Metals - **Company Size:** 58% Enterprise, 35% Mid-Market #### What Are ShareForce's Pros and Cons? **Pros:** - Customer Support (11 reviews) - Ease of Use (6 reviews) - Reporting Efficiency (6 reviews) - User Interface (6 reviews) - Implementation Ease (5 reviews) **Cons:** - Complex Reporting (3 reviews) - Lack of Instructions (2 reviews) - Poor Customer Support (2 reviews) - Technical Issues (2 reviews) - Workflow Inefficiencies (2 reviews) ### What Do G2 Reviewers Say About ShareForce? *AI-generated summary from verified user reviews* **Pros:** - Users commend ShareForce for their **exceptional customer support** , noting responsiveness, professionalism, and effective solutions tailored to needs. - Users find ShareForce to be a **user-friendly platform** , simplifying management and enhancing support for administrators. - Users value the **reporting efficiency** of ShareForce, which simplifies audits and internal presentations seamlessly. - Users highlight the **intuitive interface** of ShareForce, enhancing administrative efficiency and user experience significantly. - Users appreciate the **implementation ease** of ShareForce, noting its smooth process and responsive support throughout. **Cons:** - Users find the **complex reporting** in ShareForce limits flexibility and lacks bulk processing efficiencies. - Users find the **lack of instructions** during onboarding for ShareForce hinders initial adoption despite overall positive experiences. - Users often face **poor customer support** , leading to frustration despite occasional prompt assistance with issues. - Users experience **technical issues** with ShareForce, like login problems and lack of movement tracking, but support helps. - Users note significant **workflow inefficiencies** , particularly regarding reporting flexibility and processing bulk data effectively. #### What Are Recent G2 Reviews of ShareForce? **"[Where does ShareForce get all the bright, courteous, amiable, eager beavers they employ? Delightful!](https://www.g2.com/survey_responses/shareforce-review-8058414)"** **Rating:** 5.0/5.0 stars *— Annelize L.* [Read full review](https://www.g2.com/survey_responses/shareforce-review-8058414) --- **"[Great ShareForce Support and a Smooth Experience for Participants](https://www.g2.com/survey_responses/shareforce-review-13072470)"** **Rating:** 4.5/5.0 stars *— Verified User in Paper & Forest Products* [Read full review](https://www.g2.com/survey_responses/shareforce-review-13072470) --- ### 4. [Certent Equity Management](https://www.g2.com/products/certent-equity-management/reviews) Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications. **Average Rating:** 4.4/5.0 **Total Reviews:** 116 **How Do G2 Users Rate Certent Equity Management?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Reporting:** 8.7/10 (Category avg: 8.8/10) - **Equity Governance:** 8.4/10 (Category avg: 8.4/10) - **Dashboard:** 8.5/10 (Category avg: 9.2/10) **Who Is the Company Behind Certent Equity Management?** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (801 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Biotechnology, Banking - **Company Size:** 53% Mid-Market, 36% Enterprise #### What Are Certent Equity Management's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (9 reviews) - Reporting Efficiency (7 reviews) - Reporting (6 reviews) - Equity Management (4 reviews) **Cons:** - UX Improvement (4 reviews) - Difficult Implementation (2 reviews) - Improvement Needed (2 reviews) - Limited Customization (2 reviews) - Navigation Difficulty (2 reviews) ### What Do G2 Reviewers Say About Certent Equity Management? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Certent Equity Management, making transactions and data access simple and efficient. - Users highlight the **superb customer support** of Certent Equity Management, noting fast responses and reliable assistance. - Users value the **reporting efficiency** of Certent Equity Management, facilitating seamless month-end and quarterly reporting. - Users value the **efficient reporting** capabilities of Certent Equity Management for managing equity compensation and financial disclosures. - Users value the **organized management of equity information** in Certent, enhancing the ease of tracking and reporting. **Cons:** - Users find the **UI/UX experience lacking** , noting a frustrating learning curve and cumbersome navigation during usage. - Users find the **difficult implementation** of Certent Equity Management cumbersome, impacting their ability to create and modify reports effectively. - Users find the system **not user-friendly** for report creation and frequently struggle with necessary changes and testing. - Users find the **limited customization** frustrating, citing difficulties in report creation and excessive restrictions on updates. - Users report **navigation difficulties** with Certent Equity Management, citing a learning curve and clunky report transitions. #### What Are Recent G2 Reviews of Certent Equity Management? **"[Organized Equity Tracking with Clear, Easy-to-Use Dashboards](https://www.g2.com/survey_responses/certent-equity-management-review-12224436)"** **Rating:** 4.0/5.0 stars *— Vishal K.* [Read full review](https://www.g2.com/survey_responses/certent-equity-management-review-12224436) --- **"[User-Friendly Site, Helpful Reports, and Excellent Support from Tina Carlson](https://www.g2.com/survey_responses/certent-equity-management-review-11801301)"** **Rating:** 4.5/5.0 stars *— Marie C.* [Read full review](https://www.g2.com/survey_responses/certent-equity-management-review-11801301) --- #### What Are G2 Users Discussing About Certent Equity Management? - [What is your experience managing equity with Certent Equity Management, and what challenges have you faced?](https://www.g2.com/discussions/what-is-your-experience-managing-equity-with-certent-equity-management-and-what-challenges-have-you-faced) - [What is Certent Equity Compensation Management used for?](https://www.g2.com/discussions/what-is-certent-equity-compensation-management-used-for) ### 5. [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) Carta is the ERP for private capital, connecting the entire ecosystem—from GPs and LPs to CEOs, CFOs, employees, and advisors. Trusted by 50,000 companies in 160+ countries, our platform streamlines every ownership workflow, making it easier to understand, manage, and grow equity. With cutting-edge AI and human services built to scale, Carta empowers you to build, invest, and grow with confidence. Carta’s Fund Administration platform supports 8,800+ funds and SPVs, representing more than $203B in assets under management, with tools designed to enhance the strategic impact of Fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is transforming how private capital operates. **Average Rating:** 4.3/5.0 **Total Reviews:** 233 **How Do G2 Users Rate Carta Equity Suite?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Reporting:** 8.2/10 (Category avg: 8.8/10) - **Equity Governance:** 8.6/10 (Category avg: 8.4/10) - **Dashboard:** 8.6/10 (Category avg: 9.2/10) **Who Is the Company Behind Carta Equity Suite?** - **Seller:** [Carta](https://www.g2.com/sellers/carta) - **Company Website:** https://www.carta.com - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @cartainc (29,004 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/carta--/ (2,068 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, CFO - **Top Industries:** Computer Software, Financial Services - **Company Size:** 49% Mid-Market, 45% Small-Business #### What Are Carta Equity Suite's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Equity Management (24 reviews) - User Interface (15 reviews) - Cap Table Management (11 reviews) - Simple (11 reviews) **Cons:** - Expensive (12 reviews) - Onboarding Issues (9 reviews) - Complex Reporting (7 reviews) - Poor Customer Support (7 reviews) - UX Improvement (6 reviews) ### What Do G2 Reviewers Say About Carta Equity Suite? *AI-generated summary from verified user reviews* **Pros:** - Users find Carta Equity Suite very **easy to use** , simplifying equity management with its intuitive design and helpful support. - Users value the **user-friendly interface** of Carta, which simplifies equity management and enhances transparency and organization. - Users appreciate the **clean and intuitive interface** of Carta, making equity management easy and user-friendly. - Users value the **real-time visibility and simplification** of cap table management, enhancing transparency and efficiency. - Users love how Carta Equity Suite makes managing equity and cap tables **simple and user-friendly** , streamlining the entire process. **Cons:** - Users find Carta Equity Suite to be **expensive** , particularly for smaller teams with limited support options. - Users experience **onboarding issues** with unclear options and slow loading speeds, making it challenging for new users. - Users find Carta Equity Suite's **complex reporting** features to be inflexible and challenging for beginners to navigate. - Users express concern over **poor customer support** , citing difficulties in getting timely assistance when needed. - Users find the **navigation complex** and occasionally experience slow loading times, making the platform less user-friendly. #### What Are Recent G2 Reviews of Carta Equity Suite? **"[Intuitive Equity Management Made Easy](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664)"** **Rating:** 4.5/5.0 stars *— Govind S.* [Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12470664) --- **"[Effortless Equity Management with Intuitive Interface](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572)"** **Rating:** 4.0/5.0 stars *— Zak S.* [Read full review](https://www.g2.com/survey_responses/carta-equity-suite-review-12037572) --- #### What Are G2 Users Discussing About Carta Equity Suite? - [What is Carta stock options?](https://www.g2.com/discussions/what-is-carta-stock-options) - [What is Carta Fintech?](https://www.g2.com/discussions/what-is-carta-fintech) - [What does Carta company do?](https://www.g2.com/discussions/what-does-carta-company-do) - 1 comment - [What services Carta provide?](https://www.g2.com/discussions/what-services-carta-provide) ### 6. [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify equity plan administration, provide confident disclosures and comply with certainty. Shareworks includes both US GAAP and IFRS financial reporting, supports global tax and legal compliance for over 170+ countries, offers 409A valuations, liquidity events, equity compensation benchmarking and compensation strategy planning tools. **Average Rating:** 3.8/5.0 **Total Reviews:** 32 **How Do G2 Users Rate Shareworks by Morgan Stanley?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Reporting:** 7.8/10 (Category avg: 8.8/10) - **Equity Governance:** 8.5/10 (Category avg: 8.4/10) - **Dashboard:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Shareworks by Morgan Stanley?** - **Seller:** [Morgan Stanley Smith Barney](https://www.g2.com/sellers/morgan-stanley-smith-barney) - **Year Founded:** 1935 - **HQ Location:** New York, New York, United States - **Twitter:** @MorganStanley (752,657 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/morgan-stanley/ (95,264 employees on LinkedIn®) - **Ownership:** NYSE: MS **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 41% Mid-Market, 38% Enterprise #### What Are Shareworks by Morgan Stanley's Pros and Cons? **Cons:** - Lack of Mobile Accessibility (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Shareworks by Morgan Stanley? *AI-generated summary from verified user reviews* **Cons:** - Users find the **lack of mobile accessibility** frustrating, diminishing confidence in Shareworks' overall functionality and security. - Users find the interface **clunky and inconsistent** , raising concerns about the brand's commitment to user experience and security. #### What Are Recent G2 Reviews of Shareworks by Morgan Stanley? **"[Share works of Morgan stanly](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-9673125) --- **"[Clear interface, but could be simplified](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/shareworks-by-morgan-stanley-review-5339055) --- #### What Are G2 Users Discussing About Shareworks by Morgan Stanley? - [How much does Shareworks cost?](https://www.g2.com/discussions/how-much-does-shareworks-cost) - [Is Shareworks owned by Morgan Stanley?](https://www.g2.com/discussions/is-shareworks-owned-by-morgan-stanley) - [What does Shareworks by Morgan Stanley do?](https://www.g2.com/discussions/what-does-shareworks-by-morgan-stanley-do) - [What is Shareworks used for?](https://www.g2.com/discussions/what-is-shareworks-used-for) ### 7. [Xumane Equity](https://www.g2.com/products/xumane-equity/reviews) Xumane Equity was designed to equip companies to manage their equity in the most effective way possible Along with accurate cap table management, Xumane Equity’s platform offers an intuitive, error-free and paperless experience which is customized to suit the needs of the user and ensures that it is a one-stop destination for any information which the stakeholders require with pinpoint accuracy. Xumane Equity also helps in measuring and analysing KPIs and facilitates the creation of any data model based on the scenario, which has helped a lot of our clients in effectively tracking their performance with respect to their goals. We at Xumane Equity are determined to help our clients on their path to being successful organizations. **Average Rating:** 5.0/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Xumane Equity?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Reporting:** 9.9/10 (Category avg: 8.8/10) - **Equity Governance:** 9.9/10 (Category avg: 8.4/10) - **Dashboard:** 9.9/10 (Category avg: 9.2/10) **Who Is the Company Behind Xumane Equity?** - **Seller:** [Vega HR](https://www.g2.com/sellers/vega-hr) - **Year Founded:** 2019 - **HQ Location:** Dover, Delaware - **Twitter:** @VegaHR4 (167 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/77751413/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Human Resources - **Company Size:** 45% Mid-Market, 34% Small-Business #### What Are Xumane Equity's Pros and Cons? **Pros:** - ESOP Management (5 reviews) - Compliance Automation (4 reviews) - Cap Table Management (3 reviews) - Comprehensive Access (3 reviews) - Dashboard Visualization (3 reviews) **Cons:** - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Xumane Equity? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **comprehensive dashboard** of Xumane Equity, making ESOP management and insights easily accessible. - Users appreciate the **automation of compliance** in Xumane Equity, enhancing efficiency and reducing errors significantly. - Users appreciate the **user-friendly interface** of Xumane Equity, making cap table management fast and efficient. - Users value the **comprehensive access** to insights and tools for effective ESOP and equity management with Xumane Equity. - Users love the **intuitive dashboard** of Xumane Equity, finding all essential ESOP information in one place. **Cons:** - Users suggest that a **more personalized user interface** could greatly enhance the overall experience of Xumane Equity. #### What Are Recent G2 Reviews of Xumane Equity? **"[Value for money!](https://www.g2.com/survey_responses/xumane-equity-review-10978064)"** **Rating:** 5.0/5.0 stars *— Prantika S.* [Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10978064) --- **"[Easy and Fast Equity Management Software](https://www.g2.com/survey_responses/xumane-equity-review-10977687)"** **Rating:** 5.0/5.0 stars *— Prince S.* [Read full review](https://www.g2.com/survey_responses/xumane-equity-review-10977687) --- ## What Is Equity Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Equity Management Software? - [Stock Plan Administration Software](https://www.g2.com/categories/stock-plan-administration) --- ## How Do You Choose the Right Equity Management Software? ### What You Should Know About Equity Management Software ### What are Equity Management Software? Equity management software helps in managing ownership of the company in relation to stakeholders of a company. It helps in tracking shares, communicating with stakeholders and the board of directors, staying compliant with laws and regulations, and maintaining company records and documents. Equity management software also consists of features for managing cap tables, equity issuance, equity transactions tracking, and conducting annual 409a valuations. Equity management software is used by equity administrators, which is a part of the finance department of companies worldwide. It helps free up spare time that is otherwise spent on legal procedures, eliminates the risk of human errors, creates equity reports, and integrates with other finance and accounting-related software. ** ** ### What are the Common Features of Equity Management Software? Equity management software not only helps in tracking and managing all the shares of a company but also helps users in several other ways. The following are some core features an equity management software offers: **409A valuation:** Equity management software has the capability of conducting a 409A valuation that determines the worth of the company. Before offering equity to potential investors, it is essential to decide a fair market price of the stock or share of the company. Equity management software performs 409A valuation to find out the right price before starting off with raising funds and helps generate reports that are simple and easy to understand for investors. **Cap table management:** Cap table management is an intricate breakdown of all the equity of the shareholders of a company. This feature in the equity management software helps in automatically recording all types of securities such as stock, preferred shares, equity grants, convertible notes, bonds, warrants, etc. With expanding business, equity management software helps to access data in cap tables that are otherwise more complex to find manually. **Investor relations and reporting:** A good equity management software must be capable of providing financial analytics dashboards for investors' ease. The investor gets real-time access to their portfolios and can make informed decisions based on which share to buy, hold or sell, it also provides measurable KPIs like goals, investment, and measure risk tolerance. ### What are the Benefits of Equity Management Software? Equity management software has many benefits over its archaic paper counterpart. Here are some of the benefits a company may get using an equity management tool: **Organized equity management:** Equity management software streamlines work and allows the company to focus on bringing new investors instead of losing a lot of time on organizing documents. It automates the documentation process, ensuring compliance and managing capitalization tables, and is well known for simplifying tasks such as reserve, issue, and transfer of company shares, shareholder management, and 409 valuations.  **Powerful analytics for scalable growth:** Built-in analytics in equity management software helps make financial management, forecasting, and capital restructuring decisions easy. On a single dashboard, all financial metrics are consolidated and updated automatically, which saves time and helps in making strategic decisions for the company’s scalable growth. Analytics in equity management software also allows round modeling and scenario modeling. **Scalable system and support:** Equity management solutions are designed to cater to all types of businesses. It enables customization as per complex processes and requirements. While it might encounter technical issues or glitches during regular operation days, a team of technical experts is constantly on standby around the clock to assist in such circumstances. ### Who Uses Equity Management Software? Equity management software is used by equity administrators, financial analysts, and managers in different companies. **Equity administrators:** Equity administrators are responsible for handling equity management systems and processes of the companies. They conduct company valuations (409a valuation) and engage in tracking company equity transactions, shareholder management, and cap table management. **Financial analysts:** Financial analysts use this software to do various analyses such as scenario modeling, round and exit modeling, and waterfall analysis and analyze different financial metrics to review the company’s financial health. ### What are the Alternatives to Equity Management Software? An alternative to equity management software can replace this type of software, either partially or completely: **Cap table management software** : Cap table management software guides the company’s equity distribution and helps business owners and investors understand the firm’s capital structure. Cap table management software facilitates automated equity management for the business. It is hosted on an online server and replaces the traditional way of managing cap tables on a spreadsheet manually.  ### Challenges with Equity Management Software Some common challenges faced using equity management software are:  **Internet connectivity:** Most equity management solutions available in the market are cloud-based solutions that require an internet connection. While these tools are hosted in the cloud and can be accessed anywhere, they have their share of disadvantages also. No internet or slow internet connection hinders the smooth operation of this software and possibly leads to errors in the work process. **Finding desirable software:** Finding the right equity management software is a complex process. One should select software that works well with the business. Many equity management software come with basic features suitable for small size companies. But, small-scale solutions may not be able to handle higher volumes as the business grows. An ideal solution must offer advanced features like tracking or issuing equity, compliances, maintaining compliance, receiving 409A valuation, modeling, forecasting, analytics, reporting, etc. ### Which Companies Should Buy Equity Management Software? Equity management software can be used by private companies to distribute ownership amongst the stakeholders. It can be used by businesses of all sizes having plans to offer equity or currently engaged in equity distribution. It supports the company’s stakeholders and helps onboard new investors with ease. ### **How to Buy Equity Management Software** #### Requirements Gathering (RFI/RFP) for Equity Management Software When selecting equity management software, it is important to first look at how the business operates, and then familiarize oneself with the different types of software available. There are a variety of options when it comes to equity management software products, including those designed for the business needs of small, medium, and enterprise-sized businesses. After understanding the requirements, the buyer can reach out to different vendors and ask for product-related information through RFP or RFIs. Upon receiving RFP or RFIs, the buyer needs to look at the features, pricing, and contract agreements to understand what problems the new system will solve. Buyers need to carefully examine all relevant information and documents before opting for the vendor and product. #### Compare Equity Management Software Products **Create a long list** Depending on the industry, the buyer might want to first create a long list of software that is designed to help businesses in the particular industry. A long list always helps select the right software from many products available for equity management. The buyer should keep in mind to look at the existing software and prioritize asking what problem the new software can solve. A long list must consist of products that qualify metrics like required feature offerings, reviews and ratings from buyers, vendor add-ons, price points, and overall popularity in the category. **Create a short list** A short list narrows down the options available on the long list. It is generally done by mapping existing requirements to the offerings of the software. A short list generally widdles down the long list based on the budget. Buyers must keep in mind, however, that the more specialized a software is, the more expensive it gets. This is the case because the user base for specialized software is usually relatively small. If the company wants something specific to their industry or customized for the business, they should be ready to pay a premium. **Conduct demos** As a rule of thumb, companies should make sure to demo all of the products that end up on their short list. Software demos are crucial to understanding how compatible the product is with existing systems and processes. It helps meet the realistic expectations from the product. During demos, buyers should ask specific questions related to the functionalities they care most about; for example, one might ask to be walked through equity issuance or tracking features, how to create cap tables, how to check investor portfolios, or how look at real-time financial data. #### Selection of Equity Management Software **Choose a selection team** A team consisting of managers who will be using the software, equity administrator, IT personnel, or consultants is required for the selection process. Every business is different and the equity administrator is most likely the best person to give an educated opinion about which one is the best choice for the particular needs of the business. Collaborative communication around different functionalities of the equity management solution and collecting individual feedback from the people going to be engaged with the software would help make a better decision.  **Negotiation** The negotiation process can happen upon receiving a price quote from the vendor. Depending on the available budget, the buyer can offer a price to the vendor considering all the equity management features required for the business. Buyers shouldn’t forget to ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. Other times, a software provider may offer unlimited usage or add-ons if the buyers pay upfront instead of paying in installments. A successful negotiation means a courteous and constructive interaction that is a win-win for both parties. **Final decision** The final decision should be based on all the information gathered, features offerings, and price agreed upon by both parties involved in the purchasing process of the product. Businesses should keep in mind to select the solution that meets most of, if not all of, their requirements.  If possible, buyers must conduct a pilot program with a smaller sample size of users to identify how well the software is received. If the platform gets good remarks, the buyer should make the final purchase decision. If the tool is found to be not performing as expected, there might be some other software that meets the expectations.