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Equity Management
Document management

Top Rated Equity Management Software with Document management - Page 2

Last updated: June 2026

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Compliance Management

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Document Management

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Covercy

4.3

(9)

5

6

4

2

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Not your standard investment management.

Commercial real estate (CRE) investment firms grow AUM with Covercy Banking and investor management, the first platform with AI (artificial intelligence) .

Read more about Covercy

Users also considered

AppFolio Investment Manager

4.7

(100)

5

77

4

20

3

2

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Real estate investment management solution

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Read more about AppFolio Investment Manager

Users also considered

Corporify

4.6

(29)

5

17

4

12

3

0

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal entity management and corporate housekeeping platform

Corporify is a leading European cloud-based solution for legal entity management and corporate housekeeping. The platform is a game-changer for legal teams at corporates, modern legal service providers and investment funds (PE/VC).

It covers the full end-to-end entity lifecycle, from tracking securities to automated document generation and meeting invites. Corporify also provides a very intuitive portal to share information with external stakeholders in read-only mode.

Read more about Corporify

Users also considered

Rundit

4.2

(13)

5

4

4

8

3

1

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

A single source of truth to stay on top of investments.

One single tool to stay on top of your investments and portfolio performance. With Rundit, investors can get holistic insights, make decisions from a unified data source, thus focus on investment returns and portfolio performance analysis.

Read more about Rundit

Users also considered

Agora

4.5

(12)

5

9

4

2

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Built for better investment management

Agora is a comprehensive, intuitive, and easy-to-use real estate investment management platform, enabling firms to raise capital faster, streamline operations, foster investor relationships and ultimately drive profits for themselves and their investors.

Read more about Agora

Users also considered

Diligent Equity

3.7

(12)

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

Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.

Read more about Diligent Equity

Users also considered

Knowliah

3.9

(16)

5

3

4

8

3

5

2

0

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal case management solution for businesses of all sizes

Knowliah is a legal case management solution for businesses of all sizes, which helps users manage & store critical information on a unified platform. It comes with an automated contextualization engine which lets users quickly locate relevant documents related to a specific case, customer or issue.

Read more about Knowliah

Users also considered

Papaya Global

4.5

(43)

5

30

4

7

3

4

2

1

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Global payroll and payments platform for businesses

Papaya Global is a unified platform for global payroll and payments, enabling businesses to manage their international workforce operations. It integrates workforce management tools with payment processing technology to streamline hiring, compliance, and payroll functions for global teams.

Read more about Papaya Global

Users also considered

Carta

4.2

(63)

5

37

4

15

3

4

2

1

1

6

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management solution for public & private firms

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.

Read more about Carta

Users also considered

Shareworks

3.2

(19)

5

6

4

3

3

2

2

4

1

4

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Equity management software

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.

Read more about Shareworks

Users also considered

Nth Round

(0)

Investor relations solution

Nth Round helps streamline investor workflows – distribute reports, manage equity, and engage investors, all from one platform.

Read more about Nth Round

Users also considered

Incentrium

(0)

Cloud-based tool for handling equity management incentives

Incentrium is a cloud-based solution for streamlined share-based compensation, real-time oversight, simplified valuations, and robust reporting.

Read more about Incentrium

Users also considered

daappa

(0)

Data management & administration platform for private assets

The daappa platform is a combination of software, cloud technology, data management, and proactive client servicing.

Read more about daappa

Users also considered

Walter

(0)

Platform for company builders and their law office

Walter is a modern and secure equity management platform designed as a single source of truth for company builders and their lawyers to collaborate on. Walter strengthens controls and streamlines the workflows for equity management, stock option programs, and raising capital.

Read more about Walter

Users also considered

Vantage Portfolio Accounting

(0)

Cloud-based portfolio accounting software for investors

Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.

Read more about Vantage Portfolio Accounting

Users also considered

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