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Carta vs J.P. Morgan Workplace Solutions Comparison (2026)
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4.1
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4.3
Xero
4.4
Good recommendations?
Carta
5
38
4
17
3
4
2
1
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
J.P. Morgan Workplace Solutions
5
6
4
4
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
We integrate key data seamlessly with your stock plan, ensuring that wherever you’re based, whatever your plan type, you’re maximizing the benefits of stock compensation. Collaboration between the Legal, Payroll, HR and Compensation & Benefits departments of public companies becomes super easy.
- 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
Video & Screenshots
Pricing
User reviews
4.2
66
5
4
3
2
1
38
17
4
1
6
- Value for money
- Ease of use
- Features
- Customer support
4.6
10
5
4
3
2
1
6
4
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Aleah H.
OSS
Aleah H.
OSS
Sarah K.
People Ops Manager
Pros
Not enoughreviews yet
Cons
Carolyn D.
CEO
Ahmed E.
Management Accountant
Moses H.
CEO
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review2 months ago
Key features
- Total features40
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Benefits Management
- Budget Management
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Employee Portal
- Employee Reward Programs
- Financial Modeling
- Financial Reporting
- Forecasting
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Multi-Currency
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Workflow Management
- Total features34
- "What If" Scenarios
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Audit Trail
- Benchmarking
- Benefits Management
- Budget Management
- Budgeting/Forecasting
- Cap Table Management
- Client Portal
- Collaboration Tools
- Compensation Management
- Compensation Plan Modeling
- Compensation Statements
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Dashboard
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Employee Portal
- Employee Reward Programs
- Financial Modeling
- Financial Reporting
- Forecasting
- Fund Management
- General Ledger
- Goal Setting/Tracking
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Multi-Currency
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Workflow Management
Integrations
- Total integrations4
- Deel
- QuickBooks Online Advanced
- Rippling
- Xero
- Total integrationsN/A
- Deel
- QuickBooks Online Advanced
- Rippling
- Xero
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