Carta vs J.P. Morgan Workplace Solutions

Certent Equity Management

adam.ai

Ledgy

Pulley

Shareworks 

Longview Tax

Compare Carta and J.P. Morgan Workplace Solutions based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

An intelligent governance ecosystem that empowers leaders to move, decide, and govern with confidence in the era of AI

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

"What If" Scenarios

Access Controls/Permissions

Accounting

ACH Payment Processing

Activity Dashboard

Approval Process Control

Audit Trail

Benchmarking

Budgeting/Forecasting

Cap Table Management

Collaboration Tools

Compensation Plan Modeling

Compliance Management

Compliance Tracking

Dashboard

Data Import/Export

Deal Management

Debt Management

Document Management

Document Storage

Electronic Signature

Employee Reward Programs

Enterprise Risk Management

Financial Modeling

Financial Reporting

Financial Risk Reporting

Forecasting

Fund Management

General Ledger

Incentive Management

Investments Tracking

Investor Reporting

Liquidity Analysis

Meeting Management

Member Directory

Minutes Management

Operational Risk Management

Performance Metrics

Portfolio Management

Portfolio Modeling

Private Equity

Rate of Return Analysis

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Risk Management

Role-Based Permissions

Scenario Planning

Trade Tracking

Valuation Management

Vesting Management

Carta

Android

Web-based

Windows

iPad

iPhone

Head of Business Development

They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost.

Analytics Manager

Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.

Director, Sales and Business Development

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

Senior Digital Marketing Specialist

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

The interface and experience are terrible. It is clunky and not intuitive.

Sr. Accounting Specialist

The app for user is great and super transparent and easy to understand.

Most of the time I don't know they're there, because I don't need them. When I do need them, it is a consistently horrible experience.

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.

Horrible experience - incompetent staff with no interest in trying to help.

Recruiting Manager

I love how we can get updates based on several other clients' comp data. This allows us to remain competitive.

Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company.

Associate Product Manager

Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too.

Management Accountant

When I encounter a problem, Carta support team is usually quick to respond and works with me to solve the problem and is also easy to use, which makes work on developing data with high accuracy.

Senior Staff Accountant

Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Operations Manager

I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions.

Managing Member

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

Carta screenshot: Cap table management enables private companies to access ownership, share, and more on a centralized dashboard

Carta screenshot: The platform allows companies to generate Form 3921 for the IRS

Carta screenshot: The platform lets users access real-time venture fund administration and accounting information

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Ledgy is an equity management software which helps businesses manage cap table, employee participation plans, funding rounds, investor relations, and more. Users can create custom, automate document signing and utilize workflows to fully streamline equity-related actions.

Pulley is a cap table platform taking a new approach to equity management. We give founders and employees the tools and insights to make smarter decisions about their equity.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

J.P. Morgan Workplace Solutions is a holistic tech and service-based offering created to empower your team to navigate their workplace incentives with confidence.

Carta vs J.P. Morgan Workplace Solutions Comparison (2026)

Carta

J.P. Morgan Workplace Solutions

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives