Eqvista
Eqvista : Reviews, Pricing, Features & Alternatives
$2.00
Eqvista is an Investment Management Software. Price : $2 (free trial available). Review Eqvista : Overview & Pricing
Eqvista Overview : Features, Pricing, Reviews & Alternatives
Eqvista is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Eqvista is listed as a Investment Management Software and Finance Software for companies and is used for Equity Management …
Eqvista price starts from $ 2 per user and per month (free trial available).
Manage your company’s stock with effective limit table managers
Cloud share management software for shareholders
What is Eqvista ?
Eqvista is an ideal platform to issue electronic shares to employees, founders and investors. It offers exceptional services related to the management and evaluation of capitalization tables for all the organizations involved. Whether the client is a small, medium or large organization, Eqvista offers personalized services. These services are fully customizable to provide flexibility. The platform is ideal for issuing shares and staying in permanent contact with shareholders. Stock management functionality allows clients to seamlessly manage their stock across all online platforms. With this, clients can issue new shares, transfer existing ones, and perform various other actions simultaneously. Eqvista is also a reference for startups. These clients simply need to put forward their ideals and ideas along with relevant objectives and the page offers many business additions. With Eqvista, corporate clients can easily issue electronic shares that eliminate the use of physical certificates. This, in turn, eliminates the risk of human inaccuracy as the entire process is automated.
Eqvista is a cloud-based stock management software designed to help investors and shareholders manage cap tables, stocks, valuations, and more. Through an integrated share management platform, stakeholders can electronically issue and transfer existing shares to founders, employees and investors.
Eqvista provides customized services and packages to meet your business needs, including blended limit chart management and unlimited 409A assessments. You can get started for free with our Freemium plan, then upgrade your account as your business grows. Our sophisticated software and technology will transform your business and work to manage your cap table, company shares, 409a valuations, and more simply and efficiently. Incorporate your business and manage your capital in one place without all the extra work. Eqvista supports roof tables from all jurisdictions. Register now and enjoy all the advantages of our system!
Eqvista 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 Eqvista, and as you may have guessed from the title, this review will tell you more about Eqvista’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Eqvista Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Eqvista Cons
– Con : Custom integrations can come at a price.
Eqvista Features
Here is the list of the main features of this computer software :
– API
– Activity Dashboard
– Administrative Reporting
– Cap Table Management
– Compensation Management
– Compliance Management
– Customizable Reports
– Deal Management
– Document Storage
– Employee Management
– Financial Analysis
– Financial Management
– Financial Modeling
– Investor Reporting
– Options Management
– Participant Portal
– Planning Tools
– Portfolio Management
– Private Equity
– Real Time Analytics
Main function & Pro Features
– API
– Activity Dashboard
– Administrative Reporting
– Cap Table Management
– Compensation Management
– Compliance Management
– Customizable Reports
– Deal Management
– Document Storage
– Employee Management
– Financial Analysis
– Financial Management
– Financial Modeling
– Investor Reporting
– Options Management
– Participant Portal
– Planning Tools
– Portfolio Management
– Private Equity
– Real Time Analytics
Eqvista Integrations
Eqvista may integrates with applications & plugins : 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.
Eqvista Pricing
The Eqvista pricing plan starts from $ 2 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Eqvista offers several pricing plans :
– Freemium : $ 2,00 per user / per month
– Premium : –
– Professional : –
– Enterprise : –
– Premium : –
| Freemium | Premium | Professional | Enterprise | Premium |
| $2,00 | – | – | – | – |
| 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 :
Eqvista Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Available
Free plan : Yes, free version
Freemium : Freemium software
Starting price : $ 2,00
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
Eqvista is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
eqvista 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 …) and mobile platforms (like iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : iOS – iPhone – iPad
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, Online Support …
Hotline : Yes
Training options : Documentation, In Person, Live Online, Webinars …
Industry & Customers
Who use Eqvista ?
This software package is tailored to business needs : Public Administration, Medium Company, Large Company …
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 : IncParadise, Startupr, Petrof, Frener Reifer, Bootstrap, SpotKwik, Aputime …
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 (Medium Company, Non Profit, Public Administration …)
Eqvista Screenshots & Images : UI, dashboard …
Eqvista Business Software Pricing
Eqvista Features & Overview
Eqvista Screenshot
Videos
Video #1
Video #2
Eqvista Reviews
Here is our opinion on Eqvista : this is an excellent investment management software to advise .
Eqvista User Reviews & Ratings
Online and customer reviews of Eqvista software are quite plentiful and overall very positive :
Overall rating : 4,5/5
Value for money : 4,1/5
Functionality : 4,2/5
Usefulness : 4,1/5
Ease of use : 4,1/5
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks : 631 followers on LinkedIn
Your Customer Review on Eqvista
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 Eqvista ? 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 EQVISTA INC, Inc.
HQ location : NV
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit eqvista.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 Eqvista 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.
Eqvista Alternatives
If you’re understanding the drawbacks and you’re looking for a Eqvista alternative, there are more than 16 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.
Compare Eqvista Pricing Against Competitors
| Software | Starting Price | Billed | Free Trial |
| EQVISTA | $ | Per month / user | No |
| CARTA | $ | Per month / user | No |
| CERTENT EQUITY MANAGEMENT | $ | Per month / user | No |
| CAPSHARE | $3 | Per month / user | No |
| EQUITYEFFECT | $ | Per month / user | Yes |
| GUST EQUITY MANAGEMENT | $ | Per month / user | No |
| CAPICHE | $ | Per month / user | Yes |
| QAPITA | $40 | Per month / user | No |
| VESTD | $ | Per month / user | No |
| $ | Per month / user |
Top 10 Alternatives & Competitors to Eqvista
– Carta
– Certent Equity Management
– Diligent Equity
– Global Shares
– Ledgy
– SmartMoneyMatch
– Seasonax
– HedgeGuard Crypto
– Tykr
– UniBit
You can also take a look at other business apps, like our eRep CPQ review and our First Due 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 Eqvista 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 !
