IBM Planning Analytics vs Carta Comparison

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Overview

IBM Planning Analytics is a cloud-based solution that promises to automate planning, budgeting and forecasting processes...

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

  • 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

4.3

(10)

5

4

3

2

1

6

2

1

1

0

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

4.5

(34)

5

4

3

2

1

22

9

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

We had great experience using IBM Planning analytics implementing the workforce planning, and marketplace planning. It is stable and robust, supporting enterprise level planning and forecasting.
IBM Cognos TM 1 is the best solution for budgetting & modelling; it has a strong adherence to each budgetting process due to its flexibility.
Also, make sure you pick the right business partner. Best practices are very important.

Pros

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.
I also really like the interactive vesting schedule/option exercise calculator. They are both quite helpful in visualizing stock benefits.
Overall, it's been awesome using Carta. It's a great tool to manage private equity.

Cons

Must wait some time while files are processed. Also penalize heavily errors.
Bit difficult to setup, no more articles over the internet, you need to ask some techies for one time setup. Later anyone can handle it.
Doesn't seem to intuitive and is hard to finds information on the internet.

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.
The worst experience with any B2B software company for years.
  • Vendor responds to reviews
  • Last review8 months ago
  • Vendor responds to reviews
  • Last review7 days ago

Key features

  • Total features11
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Administrative Reporting
  • Application Integration
  • Audit Trail
  • Budgeting
  • Business Intelligence
  • Compliance Management
  • Customizable Templates
  • Data Capture and Transfer
  • Document Management
  • Electronic Signature Capture
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Meeting Management
  • Performance Metrics
  • Portfolio Management
  • Predictive Analytics
  • Role-Based Permissions
  • Scenario Planning
  • Self Service Portal
  • Strategic Planning
  • Visual Analytics
  • Total features19
  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Administrative Reporting
  • Application Integration
  • Audit Trail
  • Budgeting
  • Business Intelligence
  • Compliance Management
  • Customizable Templates
  • Data Capture and Transfer
  • Document Management
  • Electronic Signature Capture
  • Employee Reward Programs
  • Forecasting
  • General Ledger
  • Incentive Programs
  • Meeting Management
  • Performance Metrics
  • Portfolio Management
  • Predictive Analytics
  • Role-Based Permissions
  • Scenario Planning
  • Self Service Portal
  • Strategic Planning
  • Visual Analytics

Integrations

  • Total integrations4
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • 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 integrations4
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • 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

IBM Planning Analytics vs. Carta

See how IBM Planning Analytics and Carta 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.