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Equity Management Software with Role-Based Permissions (2026) - Page 2

Last updated: April 2026

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27 software options

Vantage Portfolio Accounting logo

Cloud-based portfolio accounting software for investors

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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.

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Gust  logo

SaaS equity management software for startups

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Gust is a SaaS equity management software designed to help businesses issue employee stock options (ESO), set up vesting schedules, and create equity incentive plan agreements. It allows organizations to divide equity among co-founders, establish bylaws, and appoint board members.

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