What is an Equity Management Software?
Equity Management Software is used for managing and tracking the distribution of ownership or stock within an organization. It includes tracking and accounting for stock options, restricted stock units, and other forms of equity compensation. Allows companies to automate and streamline issuing, exercising, and transferring equity and provides transparency with financial requirements. In addition, Equity Management Software enables users to automate employee communications and notifications regarding their equity compensation, such as grant notifications, vesting reminders, and option expiration notifications.
Features of an Equity Management Software
List of Equity Management Software
When you start looking for the best equity management software, it is easy to get overwhelmed with the list of options available. Here is the handpicked list of equity management software to choose as per your requirement:
1. Equity Edge
Equity Edge is an equity management software designed to help companies manage their equity-based compensation plans and track employee ownership information. It provides record-keeping for plan participants, option tracking, vesting management, and tax calculation. Allows users to meet regulatory requirements by providing real-time compliance monitoring and alerting. In addition, Equity Edge equity management software offers performance analytics to measure and track portfolio performance against benchmarks.
Key Features:
- Provides trading and order management functions for executing and managing trades
- Users can integrate with various market data sources to provide real-time market data and analytics
- Equity Edge can be customized to meet specific client requirements
- It also supports risk management with real-time risk exposure and market data
To know more about Equity Edge Equity Management Software features and product options, click here to continue.
2. Carta
Carta is an equity management software that helps private companies manage their equity, cap tables, and option plans. Allows multiple stakeholders to access, view and manage equity information in real time. Enables users to manage and track new shares and equity grant issuance. In addition, Carta equity management software provides real-time reporting and analytics, including cap table reporting and equity dilution analysis.
Key Features:
- Automates the vesting process and ensures that equity grants vest according to the terms set by the company
- Offers the ability to customize equity plans, set up automated workflows, and configure approval processes
- Users can integrate with other tools and systems, including HR and payroll, to streamline the equity management process
- It enables secure storage and access to critical equity-related documents
To know more about Carta Equity Management Software features and product options, click here to continue.
3. Shareworks
Shareworks is a cloud-based equity management software designed to help private companies manage their equity plans, employee stock options, and grants. Users can quickly set up, administer, and manage their equity plans. Helps manage the vesting schedule of stock options and grants, ensuring compliance with company policies and regulations. In addition, Shareworks equity management software provides detailed reporting and analytics tools to help companies understand and make decisions about their equity plans.
Key Features:
- Allows users to integrate with financial and accounting systems to manage equity alongside other financial processes
- Provides encryption, multi-factor authentication, and secure data backup to protect sensitive equity information
- Provides a mobile app that allows employees to view their equity information, approve grants, and manage their options
- It also includes a customizable reporting engine to produce stock plan activity reports
To know more about Shareworks Equity Management Software features and product options, click here to continue.
4. Eqvista
Eqvista is a cloud-based equity management software designed to manage equity distribution, track shareholder information, and perform valuations. It automates equity distribution, keeps track of ownership, calculates dilution and streamlines the process of issuing and transferring shares. Allows users to manage employee option pools, grants, and vesting schedules.
In addition, Eqvista equity management software enables users to communicate with shareholders, keep them informed of company updates, manage their equity, and comply with securities regulations.
Key Features:
- Facilitates storing and managing important company documents, such as stock option plans, legal agreements, and shareholder resolutions
- Users can generate financial reports for investors, including balance sheets and income statements
- Uses encryption and secure data management practices to ensure the safety and confidentiality of sensitive company information
- It provides shareholders with electronic signature capabilities for corporate actions
To know more about Eqvista Equity Management Software features and product options, click here to continue.
5. EquityBee
EquityBee is a cloud-based equity management software designed to help startups and growing companies manage their equity structure and equity transactions. Provides tools for automating the administration of employee stock options, including the grant process, vesting schedules, and exercise notifications. In addition, EquityBee equity management software allows users to generate reports and provides data analytics to understand their equity structure and calculate ownership percentages.
Key Features:
- It offers a customizable interface and flexible configurations to meet each client’s needs
- Ensures clients comply with all relevant laws and regulations, including securities, tax, and company bylaws
- Enables users to integrate with various third-party systems, such as payroll and HR systems, to ensure seamless data transfer and reduce manual data entry
- Provides a secure and centralized repository for storing and managing equity-related documents
To know more about EquityBee Equity Management Software features and product options, click here to continue.
6. Capdesk
Capdesk is a cloud-based equity management software that helps private companies manage their investor relationships by providing a centralized communication and information-sharing platform. Enables users to issue shares and options electronically and keep a secure record of all transactions. In addition, Capdesk equity management software provides real-time insights into dilution and provides a visual representation of how dilution will affect the ownership structure of a company over time.
Key Features:
- Allows companies to manage and grant options to employees and track the vesting schedule of options
- Users can easily manage their cap table, Keeps track of ownership structure, and handle shareholder communications and voting
- It helps companies calculate the fair market value of their options using a range of pricing models
- Also ensures that companies comply with relevant regulations and laws, such as the SEC and GDPR
To know more about Capdesk Equity Management Software features and product options, click here to continue.
7. Secfi
Secfi is an equity management software for startups, employees, and investors. It offers tools to manage equity and equity-based compensation programs, including stock option plan administration, cap table management, and equity-based financial planning. Provides tax optimization services, including assisting with tax planning for equity awards and helping employees exercise options tax-efficiently.
In addition, Secfi equity management software offers tools for managing the company’s liquidity, including tracking cash and equity positions, analyzing future cash requirements, and managing the sale of company stock.
Key Features:
- Allows companies to manage their option pools, including calculating the pool size, tracking the grants, and automating the exercise process
- Also provides 409A valuations, which are required for setting the exercise price of stock options
- It complies with the Securities and Exchange Commission (SEC) and the Internal Revenue Service (IRS)
- Offers customizable workflows to match a company’s specific equity management needs and processes
To know more about Secfi Equity Management Software features and product options, click here to continue.
8. Quantfury
Quantfury is a user-friendly equity management software with a simple and intuitive interface that makes it easy for users to navigate and use for trading stocks, options, and other financial instruments. The platform is designed for professional and individual traders, offering a range of features such as real-time market data, portfolio management, and advanced trading tools. In addition, it provides advanced trading tools, such as options trading, stopping loss, and taking profit orders to allow users to execute their trades confidently.
Quantfury equity management software uses cutting-edge technology, including artificial intelligence and machine learning algorithms, to give users real-time market insights and help them make informed investment decisions.
Key Features:
- Provides quotes, charts, and news, to help users make informed investment decisions
- It also offers commission-free trading, allowing users to trade stocks and other financial instruments without additional fees
- A portfolio management tool that allows users to track their investments and real-time performance
- The Quantfury mobile app allows users to access their portfolio and execute trades anywhere, anytime
To know more about Quantfury Equity Management Software features and product options, click here to continue.
9. Qapita
Qapita is a cloud-based equity management software that helps companies automate and streamline equity management processes, reducing manual effort and increasing efficiency. It provides a centralized platform for managing equity grants, tracking vesting schedules, calculating tax withholding, and generating reports. In addition, Qapita equity management software provides real-time reporting and analytics to monitor their equity plans and make informed decisions more quickly.
Qapita allows users to generate and maintain an accurate and up-to-date cap table to overview a company’s equity structure. It allows collaboration between stakeholders in the equity management process, including investors, employees, and HR departments. Also includes robust security measures to ensure the confidentiality and security of sensitive information.
Key Features:
- Allows companies to customize their equity management workflow to match their specific needs
- It helps companies monitor vesting schedules and enables companies to monitor the progress of each grant
- Enables users to integrate with popular HR and payroll systems, allowing seamless data exchange
- Allows users to access their equity information from anywhere and at any time
To know more about Qapita Equity Management Software features and product options, click here to continue.
10. Gust
Gust is an equity management software designed to streamline and simplify the equity management process, making it easier for startups to manage their equity. The platform offers a deal-sourcing network that connects startups with investors and allows companies to share information about their business and fundraising progress. In addition, it allows companies to manage the issuance, tracking, and administration of equity grants, including options, restricted stock units, and phantom stock plans.
Gust equity management software provides a real-time view of a company’s ownership structure, including the number of shares outstanding, exercise prices, and vesting schedules. Provides a secure document management system to store and manage critical business documents, such as term sheets, investment agreements, and shareholder agreements.
Key Features:
- Provides automated reporting and compliance features to help companies meet regulatory requirements, including Securities and Exchange Commission (SEC) and stock exchange reporting requirements
- Users can customize workflows, including custom approval processes and document templates, to match each company’s needs
- It helps startups efficiently raise capital by providing a centralized platform to manage investor communications and due diligence
- Allows users to access the platform from their mobile devices, making it easier for startups and investors to manage their equity on the go
To know more about Gust Equity Management Software features and product options, click here to continue.
Conclusion
Equity Management Software is crucial for companies to manage and monitor their equity compensation plans. It helps companies ensure regulatory compliance and provides valuable insights into the financial impact of equity compensation. In addition, this software simplifies the process by automating equity management processes and enables organizations to make informed decisions.
