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Equity Management
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Top Rated Equity Management Software with Alerts/Notifications - Page 2

Last updated: April 2026

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Sponsored

Covercy

4.3

(9)

5

6

4

2

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Not your standard investment management.

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

Read more about Covercy

Users also considered

Backstop

4.3

(46)

5

19

4

23

3

3

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based investment management platform

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Read more about Backstop

Users also considered

Rundit

4.2

(13)

5

4

4

8

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth to stay on top of investments.

One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

Read more about Rundit

Users also considered

Knowliah

3.9

(16)

5

3

4

8

3

5

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal case management solution for businesses of all sizes

Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.

Read more about Knowliah

Users also considered

Diligent Equity

3.7

(12)

5

5

4

3

3

1

2

1

1

2

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based equity management solution

Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered

Shareworks

3.2

(19)

5

6

4

3

3

2

2

4

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management software

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

Read more about Shareworks

Users also considered

Maestro

1.0

(1)

5

0

4

0

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth for value creation.

From diligence to exit, Maestro is the collaboration and insights platform purpose-built for private equity.

Read more about Maestro

Users also considered

FolioSure

(0)

Cloud-based portfolio monitoring & equity management tool

FolioSure is a cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It enables businesses to calculate net net total value to paid-in (TVPI) and internal rates of return (IRR).

Read more about FolioSure

Users also considered

Walter

(0)

Platform for company builders and their law office

Walter is a modern and secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate on. Walter strengthens controls and streamlines the workflows for equity management, stock option programs, and raising capital.

Read more about Walter

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

Users also considered

Incentrium

(0)

Cloud-based tool for handling equity management incentives

Incentrium is a cloud-based solution for streamlined share-based compensation, real-time oversight, simplified valuations, and robust reporting.

Read more about Incentrium

Users also considered

IR.Manager

(0)

Investor relationship management software

IR.Manager is a complete and intuitive investor relationship management and targeting platform for corporate investor relations teams. This cloud-based solution is made up of a flexible and comprehensive CRM including shareholder base, investor targeting and reporting features.

Read more about IR.Manager

Users also considered

Sharetrack

(0)

Equity management solution

Sharetrack is a company secreterial solution designed to manage employee share plans, share registers, and other equity incentive arrangements. The system features customizable workflows, enabling teams to automate routine share plan administration processes. It supports varied arrangements including share, cash, and unit-based plans.

Read more about Sharetrack

Users also considered

TradeSmart

(0)

SaaS order execution management system (OEMS) software

TradeSmart is a SaaS order execution management system (OEMS) that helps businesses handle asset class trading operations across multiple categories, including equities, derivatives, FX, and futures. Supervisors can track order quantities, total traded values and high performing brokers or traders.

Read more about TradeSmart

Users also considered

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

daappa

(0)

Data management & administration platform for private assets

The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered

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