Best Equity Management Software for Small Businesses (Free & Paid)

FoxHire is a specialized contractor management software designed to help organizations streamline their recruitment and management of contractors effectively. The platform provides tools for posting job openings, tracking contractor applications, and managing onboarding processes, ensuring that businesses can connect with top talent seamlessly. FoxHire allows users to create customized workflows f... Read more about FoxHire

Rundit is an Investment Management Software designed to simplify the management of investments and portfolios. The platform offers tools for tracking asset performance, analyzing market trends, and managing financial data. Rundit allows investment professionals to monitor a wide range of investment vehicles, including stocks, bonds, mutual funds, and real estate. It includes features for generatin... Read more about Rundit

Zacks Advisor Tools is a powerful financial reporting software designed to assist financial advisors in delivering comprehensive investment analysis and reporting to their clients. This platform provides access to a wealth of data, including stock research, market analysis, and portfolio tracking, enabling advisors to make informed investment decisions. With features such as customizable reports, ... Read more about Zacks Advisor Tools

IKAS is an advanced financial reporting software designed to help organizations generate accurate and timely financial reports. This platform provides comprehensive tools for data integration, analysis, and visualization, enabling finance teams to create reports that meet regulatory and management requirements. With its user-friendly interface, users can easily access real-time data from various s... Read more about IKAS

Knowliah is a robust contract management software that streamlines the entire contract lifecycle for businesses of all sizes. This platform allows users to create, store, and manage contracts efficiently, ensuring that all agreements are easily accessible and well-organized. With Knowliah, users can utilize customizable templates for quick contract generation, reducing the time spent on administra... Read more about Knowliah

Equify is an advanced financial reporting software designed to simplify the process of generating accurate and comprehensive financial statements. The platform offers powerful tools for businesses to track revenue, expenses, and profitability, providing real-time insights into their financial health. Equify allows users to create custom reports, such as income statements, balance sheets, and cash ... Read more about Equify

Accounting SoftwareJUMP Front-to-Back is an integrated accounting software solution that helps businesses manage their financial operations with ease. Designed for both small and large enterprises, JUMP Front-to-Back provides tools for managing accounts payable and receivable, general ledger, payroll, and financial reporting. The software automates many accounting processes, reducing the need for ... Read more about JUMP Front-to-Back

Allocations is a specialized fund accounting software designed to help organizations manage their financial resources effectively and ensure compliance with regulatory requirements. This platform provides comprehensive tools for tracking, managing, and reporting on funds, enabling organizations to maintain transparency and accountability in their financial operations. With Allocations, users can e... Read more about Allocations

Zapflow is an advanced investment management software designed to streamline the investment process for firms and professionals. This platform offers a comprehensive suite of tools for managing deal flow, conducting due diligence, and tracking portfolio performance. With its intuitive interface, users can easily organize and analyze investment opportunities, facilitating informed decision-making. ... Read more about Zapflow

Capiche is an equity management software solution that helps businesses manage their equity ownership, stock options, and financial transactions with ease and precision. Whether you're managing employee stock options, equity grants, or fundraising rounds, Capiche provides a centralized platform to track and organize all equity-related information. The software simplifies equity issuance, cap table... Read more about Capiche

Nth Round is an equity management software designed to help businesses manage and track their equity and ownership structures. The platform is especially useful for startups, private companies, and venture-backed firms, allowing them to efficiently manage stock options, ownership stakes, and investor relations. Nth Round provides a user-friendly interface for managing cap tables, ensuring that bus... Read more about Nth Round

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

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

trica equity is an equity management software designed for businesses to efficiently manage their shareholder information and equity distribution. The platform offers features for managing stock options, convertible securities, and investor relations, ensuring that businesses can easily track ownership structures. trica equity provides tools for calculating valuations, handling shareholder communi... Read more about trica equity

Vega Equity is an advanced equity management software designed to simplify and streamline the complex processes involved in managing ownership and equity stakes within a company. This platform enables businesses, especially startups and private companies, to track, manage, and report on shareholder equity, stock options, and ownership stakes. Vega Equity provides real-time insights into company va... Read more about Vega Equity

Eldison is an equity management software tailored for startups, investors, and financial professionals to manage cap tables, equity distribution, and shareholder relationships efficiently. The platform simplifies complex processes involved in issuing shares, tracking ownership, and handling equity grants, providing a centralized view of a company’s ownership structure. Eldison’s automated cap ... Read more about Eldison

A1 Tracker is an intuitive project management software designed to enhance collaboration and streamline project workflows. This platform offers tools for task management, team collaboration, and progress tracking, ensuring that projects are completed on time and within budget. A1 Tracker’s userfriendly interface allows teams to easily assign tasks, set deadlines, and communicate in real time. Th... Read more about A1 Tracker

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

Vantage Portfolio Accounting is an advanced equity management software solution developed to assist investors and asset managers in tracking and optimizing their equity portfolios. This platform provides comprehensive portfolio management tools, including real-time asset tracking, automated reporting, and performance analysis. With its intuitive dashboard, users can monitor investment metrics, ben... Read more about Vantage Portfolio Accounting

Flowlie is a dynamic fundraising platform designed to help organizations efficiently manage and optimize their fundraising campaigns. Whether you're raising funds for a nonprofit, startup, or community project, Flowlie simplifies the process of creating, managing, and tracking donations. With an intuitive interface, it allows organizations to set up online donation pages, track donations in real-t... Read more about Flowlie

FCX is a sophisticated investment management software designed for financial professionals managing diverse investment portfolios. The platform provides advanced tools for asset allocation, risk assessment, and portfolio tracking, enabling users to make data-driven investment decisions. With real-time market insights and customizable analytics, FCX empowers investment managers to monitor performan... Read more about FCX

WOWS Cap Table is an equity management software designed to simplify the tracking and management of company ownership and equity distributions. This platform helps businesses, especially startups and growing companies, manage their cap tables with ease, ensuring accurate tracking of shareholder equity, stock options, and vesting schedules. WOWS Cap Table offers a user-friendly interface that allow... Read more about WOWS Cap Table

altshare is a sophisticated equity management software that simplifies the management of company shares, stock options, and equity compensation programs for businesses of all sizes. The platform is designed to provide startups and growing companies with an easy-to-use tool to manage their equity structure, track ownership, and ensure compliance with regulations. altshare offers comprehensive featu... Read more about altshare

Vumi is an intuitive investment management software solution that enables investors and asset managers to streamline portfolio management, track performance, and make informed decisions. With Vumi, users can manage a wide range of investment types, including stocks, bonds, mutual funds, and real estate, from a centralized dashboard. The software provides detailed analytics, performance reports, an... Read more about Vumi

InstaVal is an advanced equity management software designed to simplify the process of managing equity and investments for businesses. The platform offers tools for tracking stock options, managing cap tables, and facilitating compliance with regulatory requirements. With its intuitive interface, users can easily issue and manage equity grants, monitor vesting schedules, and generate reports for s... Read more about InstaVal