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List of Equity Management Software

What is Equity Management Software?

When it comes to managing stock exchanges, there is a range of different processes and strategies involved. Equity management software is developed to address the requirements of different types of company owners. It assists in many tasks like a daily printout of general ledger statements,...  Read more

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Researched and Edited by Rajat Gupta

Last updated: June 2025

Equity Management Software overview

Read buyer's guide
page-author

Researched and Edited by Rajat Gupta

Last updated: June 2025

Unique Features

  • e-Signature

  • Mobile App

  • Dashboard

  • Reporting

+ 1 more

Pricing

  • 15% Software offers Free Trial

  • 27% Software offers Freemium

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Showing 21-33 out of 33

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List of the Top Equity Management Software as of June 2025

HighCastle

HighCastle

Optimize your equity investments with ease.

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4.7

(2)

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Product Description

The HighCastle Equity Management Software provides portfolio analysis, management and reporting across the complete equity investment lifecycle. HighCastle is specifically geared to meet the needs of individual investors, financial professionals and wealth managers.

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Eqvista

Eqvista

Smarter equity management made easy.

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Product Description

Eqvista is the latest Equity Management Software application from equity management systems (EMS), providing a global approach to equity investment, performance measurement and trading. With Equvista user can reduce operation costs and automate routine equity workflows, while also creating ...

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Pricing

Free Trial available, Try Now

Eqvista offers custom pricing plan

Captable.io

Captable.io

Streamlining equity management for maximum efficiency.

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Product Description

Captable.io is equity management software that simplifies the job of a fund manager and enables him to spend more time with his family and friends by automating administration functions. This fully automated process frees up the fund manager to focus on key responsibilities such as analyzing ...

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Pricing

Captable.io offers custom pricing plan

EquityList

EquityList

Streamline your property management with EquityList.

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Product Description

EquityList is a comprehensive and simple to use software package for anyone involved in the property management sector of real estate investment. It has been developed to be easy to use and with features to suit everyone from larger professional companies to small family-run businesses. The ...

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Pricing

EquityList offers custom pricing plan

EquityEffect

EquityEffect

Streamline your private equity management.

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3.2

(1)

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Product Description

EquityEffect is a private equity management software (PMS) that works with any version of Microsoft SQL Server and Windows. EquityEffect was architected to allow mid-size buy side PM firms to consolidate their management reporting needs into a single software system that eliminates significant ...

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Pricing

Free Trial available

EquityEffect offers custom pricing plan

Capiche

Capiche

Streamline your portfolio with Capiche.

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Product Description

Capiche's Equity Management software streamlines the administration of real estate portfolio, simplifying and speeding up the collection of portfolio-level financial and tax information. Comparative analysis with past years is possible for all asset types including office, retail, industrial ...

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Pricing

Free Trial available

Capiche offers custom pricing plan

Ledgy

Ledgy

Efficiency and accuracy for global equity management.

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4.9

(23)

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Product Description

Ledgy empowers over 3,500 companies globally, including Getir, Airwallex and wefox, to streamline their equity operations across multiple countries, reduce costs associated with auditing, legal, and administrative tasks, and automate repetitive processes like document generation and signature ...

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Pricing

Free Trial available, Try Now

Pros & Cons

  • Streamlines equity and portfolio management, replacing error-prone Excel files.

  • User-friendly interface and tools for easy organization, tracking, and stakeholder access.

  • Provides clarity on cap tables, ESOP pools, and shareholder communications.

  • Facilitates paperless handling of ESOPs, saving time and enhancing stakeholder management.

  • Inserting cap tables and transactions can be time-consuming and not yet automated.

  • Limited automation for contract creation and custom valuations for different share classes.

Carta

Carta

Powering growth for investment managers.

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4.1

(52)

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Product Description

Carta is an equity management software system that provides comprehensive operational, analytical and administrative tools to help investment managers grow and protect their AUM. From portfolio reporting and performance monitoring, to research collaboration and regulatory adherence, Carta's ...

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Pricing

Carta offers custom pricing plan

Pros & Cons

  • Intuitive and easy to use interface for managing cap table and equity compensation.

  • Excellent customer service with quick and helpful responses.

  • Streamlines stock option grants, board approvals, and 409A valuations efficiently.

  • Centralized platform for all equity-related documents and data.

  • Some additional features come at an extra cost.

  • Limited customization in reporting features.

Certent Equity Management

Certent Equity Management

Simplify equity management with Certent.

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3.1

(71)

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Product Description

Certent has been a pioneer in the field of technology that enables companies to measure and track equity in a simple yet powerful way. Certent's Equity Management Software uses a Microsoft Windows platform and utilizes the Microsoft .NET framework to provide many different analytical tools that ...

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Pricing

Certent Equity Management offers custom pricing plan

Gust Equity Management

Gust Equity Management

Streamlined solutions for successful investment management.

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4.5

(1)

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Product Description

Gust Equity Management software is an efficient and easy-to-use system that enables investment firms to manage client accounts and communicate with clients quickly and easily. Gust Equity Management software offers a range of features to helps to provide better service clients, maintain ...

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Pricing

Gust Equity Management offers custom pricing plan

Capshare

Capshare

Streamline equity management with Capshare.

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4.4

(11)

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Product Description

Capshare is a cloud-based equity management software for businesses. It offers businesses 2-way visibility into their cash and stock transactions. Capshare provides businesses with the flexibility to grow and scale their business operations using equity capital while reducing risk and ...

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Vestd

Vestd

Efficient equity management for today's traders.

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4.9

(13)

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Product Description

Vestd is a modern, state of the art online equity management platform for compatible with the usual trading tools like Bloomberg or Reuters. The platform is accessible via any device and allows traders to use the best of their time not only on stock selection but managing risks as well.

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Capdesk

Capdesk

Streamline your equity management with CapDesk.

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4.6

(2)

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Product Description

CapDesk is an equity management software designed for hedge funds and other alternative investments with a heavy buy-side focus. This software provides all the functionality needed to put in an optimal limit order, and closely monitor market movements. It includes sophisticated features such as ...

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Equity Management Software Buyer's Guide

How To Choose The Best Equity Management Software

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].