# Best Enterprise Equity Management Software ## How Many Equity Management Software Products Does G2 Track? **Total Products under this Category:** 84 ### Category Stats (Aug 2026) - **Average Rating:** 4.54/5 (↑0.02 vs Jul 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: August 03, 2026_ ## How Does G2 Rank Equity Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 6,700+ Authentic Reviews - 84+ 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. ## 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=148110&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, J.P.Morgan Workplace Solutions, Optio Incentives, ShareForce, Certent, 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=j-p-morgan-workplace-solutions&focus%5B%5D=optio-incentives&focus%5B%5D=shareforce&focus%5B%5D=certent&focus%5B%5D=carta-equity-suite&focus%5B%5D=shareworks-by-morgan-stanley&focus%5B%5D=xumane-equity&segment=enterprise) **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=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1715&secure%5Bchosen_at%5D=2026-08-04T04%3A38%3A26Z&secure%5Bdisplayable_resource_id%5D=1715&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1715&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=134444&secure%5Bresource_id%5D=1715&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fequity-management%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fxumane-equity%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fequity-management%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=8b7e7ea3a14e611e01a4aac272ce7a82134943e1a33a7a157a2c2d7b642ee0d3&secure%5Burl%5D=https%3A%2F%2Fcakeequity.com%3Futm_source%3Dg2%26utm_medium%3Dpaid-social%26utm_campaign%3Dclicks%26utm_term%3Dem%26utm_content%3Dcta&secure%5Burl_type%5D=custom_url) ### [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:** 321 #### 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:** www.qapita.com - **Year Founded:** 2019 - **HQ Location:** Singapore, Singapore - **Twitter:** @qapita 294 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61fe428c02d2565b5bbcbc75be0160ce7428d45a97411cbf628ce6bff8f25906&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fqapita%2F&secure%5Burl_type%5D=linkedin_company_website) 503 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 49% Medium, 26% Large #### 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) ### [J.P.Morgan Workplace Solutions](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews) Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com. **Average Rating:** 4.8/5.0 **Total Reviews:** 155 #### How Do G2 Users Rate J.P.Morgan Workplace Solutions? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 9.2/10 (Category avg: 8.4/10) - **Dashboard:** 9.4/10 (Category avg: 9.2/10) #### Who Is the Company Behind J.P.Morgan Workplace Solutions? - **Seller:** [JPMorgan Chase](https://www.g2.com/sellers/jpmorgan-chase) - **Company Website:** www.jpmorganchase.com - **HQ Location:** New York, NY - **Twitter:** @jpmorgan 848,388 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c4f4662259c74b3d51c7478f6cb4f7967f26d3ab96d204d8a729541e683605c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1068%2F&secure%5Burl_type%5D=linkedin_company_website) 230,372 employees on LinkedIn® - **Ownership:** NYSE:JPM #### Who Uses This Product? - **Who Uses This:** CEO, Co-Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 81% Small, 11% Medium #### What Do G2 Reviewers Say About J.P.Morgan Workplace Solutions? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive platform and robust support** for managing Cap Tables effectively, particularly during onboarding. - Users greatly value the **excellent Customer Support** from J.P. Morgan, making onboarding and implementation seamless. - Users find the **ease of use** of J.P. Morgan Workplace Solutions invaluable, facilitating smooth onboarding and operational simplicity. - Users find the **onboarding process** of J.P. Morgan Workplace Solutions to be seamless and exceptionally supportive for first-time founders. - Users commend the **exceptional support and ease of use** , making J.P. Morgan Workplace Solutions ideal for startups. ##### Cons - Users note the **limited features** of J.P. Morgan Workplace Solutions, particularly for early-stage start-ups like theirs. - Users face **onboarding issues** requiring extensive training, complicating the experience for new users on the platform. - Users face challenges due to **manual operations** required for updating and exporting records from the Cap Table. - Users find that **technical issues** can arise during setup, requiring additional time to resolve before enjoying the service. #### What Are Recent G2 Reviews of J.P.Morgan Workplace Solutions? **["Professional, Seamless Onboarding with Responsive Support"](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-13063843)** **Rating:** 5.0/5.0 stars _— Krissy A._ [Read full review](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-13063843) **["Simplified Data Management, Needs Better Collaboration"](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-13132408)** **Rating:** 4.5/5.0 stars _— Omosalewa A._ [Read full review](https://www.g2.com/survey_responses/j-p-morgan-workplace-solutions-review-13132408) #### What Are G2 Users Discussing About J.P.Morgan Workplace Solutions? - [What is Global Shares used for?](https://www.g2.com/discussions/what-is-global-shares-used-for) ### [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:** 63 #### 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:** 9.2/10 (Category avg: 8.8/10) - **Equity Governance:** 9.0/10 (Category avg: 8.4/10) - **Dashboard:** 9.1/10 (Category avg: 9.2/10) #### Who Is the Company Behind Optio Incentives? - **Seller:** [Optio Incentives](https://www.g2.com/sellers/optio-incentives) - **Company Website:** www.optioincentives.com - **Year Founded:** 2018 - **HQ Location:** Oslo, NO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=07e4c5c1e8ad2c9a32693f827ce174a33fb5a57fb549b58e5f3151c5fa37e803&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptio-incentives%2F&secure%5Burl_type%5D=linkedin_company_website) 130 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Medium, 30% Large #### 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) **["Experts in their field with an excellent platform and customer support"](https://www.g2.com/survey_responses/optio-incentives-review-13174618)** **Rating:** 5.0/5.0 stars _— Verified User in Logistics and Supply Chain_ [Read full review](https://www.g2.com/survey_responses/optio-incentives-review-13174618) ### [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:** www.shareforce.net - **Year Founded:** 2015 - **HQ Location:** London, England - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b926294aa5a27e75dcee7d97c88bcb6137766e5711dc4713d02c234361736b75&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fshareforce-360-pty-limited&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Financial Services, Mining & Metals - **Company Size:** 58% Large, 35% Medium #### 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) ### [Certent](https://www.g2.com/products/certent/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? - **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? - **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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 2,266 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Biotechnology, Banking - **Company Size:** 53% Medium, 36% Large #### What Do G2 Reviewers Say About Certent? _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? **["User-Friendly Site, Helpful Reports, and Excellent Support from Tina Carlson"](https://www.g2.com/survey_responses/certent-review-11801301)** **Rating:** 4.5/5.0 stars _— Marie C._ [Read full review](https://www.g2.com/survey_responses/certent-review-11801301) **["Organized Equity Tracking with Clear, Easy-to-Use Dashboards"](https://www.g2.com/survey_responses/certent-review-12224436)** **Rating:** 4.0/5.0 stars _— Vishal K._ [Read full review](https://www.g2.com/survey_responses/certent-review-12224436) #### What Are G2 Users Discussing About Certent? - [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) ### [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:** www.carta.com - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @cartainc 29,004 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04fc0fde2933886d93c87220be3f98760307dfe54423a2d1b63d9223d0554708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcarta--%2F&secure%5Burl_type%5D=linkedin_company_website) 2,068 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, CFO - **Top Industries:** Computer Software, Financial Services - **Company Size:** 49% Medium, 45% Small #### 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) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97fcfbfa96437f7406b629c63e4dfabb791218e5230dc7b16d0bccbd0b2ab6b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmorgan-stanley%2F&secure%5Burl_type%5D=linkedin_company_website) 95,264 employees on LinkedIn® - **Ownership:** NYSE: MS #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 41% Medium, 38% Large #### 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) ### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=512cb1d115495483c97c1fae73363f4998dfbcfbdaf095e54707d22bc1e296d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F77751413%2F&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Human Resources - **Company Size:** 45% Medium, 34% Small #### 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) Spotlight Categories [Live Chat Software](https://www.g2.com/categories/live-chat) [Environmental Health and Safety Software](https://www.g2.com/categories/environmental-health-and-safety) [Social Media Management Tools](https://www.g2.com/categories/social-media-mgmt) [Compensation Management Software](https://www.g2.com/categories/compensation-management) [Event Management Platforms](https://www.g2.com/categories/event-management-platforms) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Financial Analysis](/categories/financial-analysis) - [Financial Audit](/categories/financial-audit) [Browse Equity Management Themes](/categories/equity-management/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated 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 Tools at a Glance | | Enterprise-scale equity administration | User Review "Professional, Seamless Onboarding with Responsive Support" | | | Cap table accuracy for scaling startups | User Review "Seamless access to accurate, audit-ready reports through Qapita platform." | | | Straightforward valuations and shareholder records | User Review "Strategic Equity Planning That Supercharged Our Marketing Team Performance" | | | Founder-friendly ESOP setup and fundraising workflows | User Review "Cake makes Equity simple, clear, and employee-friendly (cool admin tools at a great value!)" | | | Compliance-ready ownership recordkeeping | User Review "Accurate Cap Table Management with Exceptional Onboarding" | | | Equity incentive modeling and employee engagement | User Review "User-Friendly Platform, highly competent team and excellent support" | * * * Show More