Last Updated: October 02, 2025
HRSoft Long-Term Incentive Management is an equity management software specifically designed to simplify the administration and tracking of long-term incentive plans (LTIPs) for organizations. This platform provides HR and finance teams with tools to manage equity-based rewards, such as stock options, performance shares, and restricted stock units, ensuring alignment with corporate objectives. HRS... Read more about HRSoft Long-Term Incentive Management
InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext
J.P. Morgan Workplace Solutions offers a robust equity management software designed to assist businesses in managing their equity portfolios efficiently. Tailored to meet the needs of financial professionals, the platform provides comprehensive tools for tracking equity holdings, analyzing performance, and ensuring compliance with regulatory standards. Features include real-time data analytics, cu... Read more about J.P. Morgan Workplace Solutions
OptionTrax is a comprehensive equity management software designed to simplify the tracking and management of stock options, equity plans, and employee ownership programs. The platform streamlines the process of granting, tracking, and exercising stock options, making it easy for businesses to manage their equity compensation programs. It offers advanced reporting features, real-time data updates, ... Read more about OptionTrax
Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra
Quoroom is an innovative equity management software designed to help organizations manage their equity ownership, fundraising, and investor relations effectively. This platform provides comprehensive tools for tracking equity distribution, managing shareholder communications, and ensuring compliance with regulations. With Quoroom, users can easily manage cap tables, process transactions, and gener... Read more about Quoroom
SeedLegals is an innovative contract management software designed to simplify the process of creating, managing, and storing legal documents for startups and businesses. This platform provides tools for generating legally compliant contracts, enabling organizations to streamline their legal operations and reduce reliance on external legal counsel. SeedLegals features an intuitive interface that al... Read more about SeedLegals
TheBizPlanner is a robust investment management software designed to streamline financial planning and investment tracking for both individual and institutional investors. With its user-friendly interface, the software allows users to create detailed investment portfolios, analyze performance metrics, and generate comprehensive reports. It supports a wide range of asset classes, enabling users to ... Read more about TheBizPlanner
Eqvista is an innovative equity management software that simplifies the complexities of managing company ownership and equity distributions. Designed for startups and established businesses alike, Eqvista provides tools for tracking shares, options, and valuations in real-time. Users can easily issue and manage stock options, ensuring compliance with legal regulations. The platform offers a user-f... Read more about Eqvista
Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd
Walter is a comprehensive equity management software solution designed to help businesses, startups, and private companies manage their equity plans and stock options efficiently. This software allows organizations to track ownership, stock grants, and option vesting schedules with precision. Walter simplifies the management of employee stock options, grants, and equity-based compensation plans, e... Read more about Walter
Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta
Certent Equity Management is an investment management software designed to help businesses manage their employee equity plans and ensure compliance with regulations. The platform offers a comprehensive suite of tools for tracking and reporting on stock options, restricted stock units (RSUs), and other equity compensation plans. Certent simplifies the process of grant management, vesting, and exerc... Read more about Certent Equity Management
Corporify is a specialized equity management software designed to help organizations manage their equity structures and shareholder information effectively. This platform provides tools for tracking ownership, managing equity transactions, and ensuring compliance with regulatory requirements. With Corporify, users can create and maintain detailed records of shareholders, equity grants, and stock o... Read more about Corporify
Yes! Depending on the product, you may find:
These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.