App comparison
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Diligent Equity
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
Last updated: March 2026
Diligent Equity Alternatives & Competitors (2026)
Top 7 free alternatives
0.3
Value for money
No pricing info
Starting price
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0.8
Functionality
Financial Analysis
4.3/5
Investments Tracking
4.2/5
Investment Research
4.1/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Dashboard
N/A
0.7
Value for money
No pricing info
Starting price
No pricing info
1.3
Functionality
Financial Analysis
5/5
Portfolio Management
5/5
Investments Tracking
4.8/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Dashboard
N/A
0.4
Value for money
Starting price
No pricing info
1.3
Functionality
Audit Management
5/5
Alerts/Notifications
4.9/5
Activity Tracking
4.7/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
API
N/A
0.7
Value for money
Starting price
No pricing info
1.1
Functionality
Compliance Tracking
5/5
Compliance Management
4.7/5
Cap Table Management
4.5/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.6
Value for money
No pricing info
Starting price
No pricing info
0.7
Functionality
Accounting
5/5
Activity Dashboard
5/5
API
5/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.5
Value for money
Starting price
No pricing info
1.1
Functionality
Cap Table Management
5/5
Client Portal
5/5
Benefits Management
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A
0.7
Value for money
Starting price
No pricing info
1.0
Functionality
Cap Table Management
4.7/5
Document Storage
4/5
Client Portal
3/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A
0.6
Value for money
No pricing info
Starting price
No pricing info
1.1
Functionality
Alerts/Notifications
3/5
Calendar Sync
N/A
Client Management
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Dashboard
N/A
0.5
Value for money
No pricing info
Starting price
No pricing info
1.3
Functionality
API
5/5
Client Portal
4.9/5
Client Management
4.8/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.5
Value for money
Starting price
No pricing info
1.4
Functionality
Activity Tracking
5/5
Compliance Tracking
5/5
Contract Drafting
4.8/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Trail
N/A
0.1
Value for money
Starting price
No pricing info
0.7
Functionality
Activity Tracking
5/5
Alerts/Notifications
3.8/5
Access Controls/Permissions
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A
0.4
Value for money
Starting price
No pricing info
0.6
Functionality
Alerts/Notifications
5/5
Compliance Management
4.4/5
Client Portal
4.1/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.4
Value for money
Starting price
No pricing info
1.1
Functionality
Accounting
4.5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A
0.4
Value for money
Starting price
No pricing info
1.2
Functionality
Data Import/Export
4.9/5
Activity Dashboard
4.8/5
Client Management
4.8/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.3
Value for money
Starting price
No pricing info
1.5
Functionality
Activity Dashboard
4.8/5
Client Portal
4.7/5
Fee Management
4.3/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.6
Value for money
No pricing info
Starting price
No pricing info
1.4
Functionality
Email Marketing
5/5
Benchmarking
4.7/5
Cash Flow Analysis
4.5/5
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Dashboard
N/A
0.5
Value for money
Starting price
No pricing info
1.3
Functionality
Accounting
N/A
Bonds/Stocks
N/A
CRM
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Activity Tracking
N/A
0.6
Value for money
Starting price
No pricing info
1.3
Functionality
Accounting
5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A
0.8
Value for money
Starting price
No pricing info
1.6
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Accounting Integration
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
API
N/A
0.2
Value for money
Starting price
No pricing info
0.8
Functionality
Access Controls/Permissions
5/5
Campaign Management
3/5
Access Controls/Permissions
N/A
Top Features
Alerts/Notifications
5/5
Client Portal
4/5
Audit Management
N/A