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Carta vs Allvue Comparison

Overview

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments,...

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.5

(38)

5

4

3

2

1

24

10

3

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

5.0

(1)

5

4

3

2

1

1

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.
I love being able to go in and see how many shares I have, how many have vested, and when the next shares will vest.
Overall, it's been awesome using Carta. It's a great tool to manage private equity.

Pros

Not enoughreviews yet

Cons

Don't really have any problems with the software. I am just a user of the tool with very limited permissions.
The setup is beyond painful. The support staff are incredibly arrogant and everything about your business has to fit around Carta.
I have no qualms or issues with Carta at this time.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features19
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Business Intelligence
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Electronic Signature Capture
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Lead Management
  • Meeting Management
  • Monitoring
  • Multi-Company
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Profitability Analysis
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Strategic Planning
  • Third Party Integration
  • Visual Analytics
  • Workflow Management
  • Total features33
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Administrative Reporting
  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Business Intelligence
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Electronic Signature Capture
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Lead Management
  • Meeting Management
  • Monitoring
  • Multi-Company
  • Order Management
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Profitability Analysis
  • Reporting & Statistics
  • Role-Based Permissions
  • Scenario Planning
  • Strategic Planning
  • Third Party Integration
  • Visual Analytics
  • Workflow Management

Integrations

  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrationsN/A
  • Authorize.net
  • Dropbox Business
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Carta vs. Allvue

See how Carta and Allvue stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.

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