Diligent Equity
Diligent Equity : Reviews, Pricing, Features & Alternatives
Diligent Equity is an Investment Management Software (free trial available). Review Diligent Equity : Overview & Pricing
Diligent Equity Overview : Features, Pricing, Reviews & Alternatives
Diligent Equity is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Diligent Equity is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management, Equity Management …
Diligent Equity prices are available on demand (free trial available).
EquityEffect is a cloud-based wealth management solution for financial institutions, investors, law firms, and private companies of all sizes. The platform allows users to monitor, manage, and structure stocks with up-to-date and accurate capitalization tables, what-if analysis, and digital documents.
What is Diligent Equity ?
EquityEffect is a cloud-based wealth management solution for financial institutions, investors, law firms, and private companies of all sizes. The platform allows users to monitor, manage, and structure stocks with up-to-date and accurate capitalization tables, what-if analysis, and digital documents. The stock and option management feature helps users to check stock distribution and availability.
Diligent Equity Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Diligent Equity, and as you may have guessed from the title, this review will tell you more about Diligent Equity’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Diligent Equity Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Diligent Equity Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Diligent Equity Features
Here is the list of the main features of this computer software :
– API
– Activity Dashboard
– Activity Tracking
– Ad hoc Reporting
– Administrative Reporting
– Alerts/Notifications
– Asset Lifecycle Management
– Audit Management
– Audit Trail
– Benchmarking
– Cap Table Management
– Client Portal
– Compensation Management
– Compliance Management
– Compliance Tracking
– Cost Analysis
– Customizable Branding
– Customizable Reports
– Data Import/Export
– Data Visualization
Main function & Pro Features
– Deal Management
– Document Management
– Document Storage
– Employee Management
– Employee Reward Programs
– Financial Analysis
– Financial Management
– Financial Modeling
– For Investment Advisors
– For Investors & Traders
– Participant Portal
– Forecasting
– Performance Management
– Fund Management
– Performance Metrics
– Grant Management
– Planning Tools
– Investments Tracking
– Portfolio Management
– Investor Reporting
Diligent Equity Integrations
Diligent Equity integrates with more than 1 applications & plugins like Salesforce Essentials (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 Diligent Equity integrations
– Salesforce Essentials
Diligent Equity Pricing
The Diligent Equity pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Diligent Equity offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Free Trial | Start | Professional | Enterprise | Premium |
| $0 | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Available
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Diligent Equity is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
diligent-equity is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support …
Hotline : Yes
Training options : Documentation, In Person, Live Online, Videos, Webinars …
Industry & Customers
Who use Diligent Equity ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Companys …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Small Company …)
Diligent Equity Screenshots & Images : UI, dashboard …
Diligent Equity Business Software Pricing
Diligent Equity Features & Overview
Diligent Equity Screenshot
Videos
This video is no longer available
Diligent Equity Reviews
Here is our opinion on Diligent Equity : this is an easy-to-use investment management software to recommend .
Diligent Equity User Reviews & Ratings
Online and customer reviews of Diligent Equity software are quite plentiful and overall very positive :
Overall rating : 4,1/5
Value for money : 4/5
Functionality : 3,3/5
Usefulness : 4/5
Ease of use : 4/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Diligent Equity
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Diligent Equity ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by DILIGENT EQUITY, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit equityeffect.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Diligent Equity is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Diligent Equity Alternatives
If you’re understanding the drawbacks and you’re looking for a Diligent Equity alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Diligent Equity
– Carta
– Certent Equity Management
– Ledgy
– FolioSure
– Orchestra
You can also take a look at other business apps, like our FinAlyzer review and our Inspectivity review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Diligent Equity when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
