EquatePlus

EquatePlus

Equatex
+
+

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About

EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans. EquatePlus powers the effective administration of equity and non-equity based plans throughout the entire plan life cycle including grant communication, participant preference elections and post vesting administration as well as transaction features. We support a wide range of plan types used across the world, including all employee plans, executive plans, performance plans, fund plans and any virtual or phantom plans. Our cloud platform is intuitive, flexible, and has security at its core. It is available in 24 languages and directly linked with banking/brokerage networks across the world. The powerful capabilities, features and automation of EquatePlus ensure administering complex plans across borders is a breeze. It is fully customisable to your business and packed with engaging plan communication options.

About

PSVTracker is portfolio tracking software for investors whose money is spread across public markets and private deals. Most personal finance apps stop at brokerage and bank accounts. PSVTracker covers the rest: real estate syndications, private equity and venture funds, direct property, crypto, precious metals, homes, vehicles, cash and liabilities, tracked next to connected brokerage accounts. It calculates XIRR, TVPI, DPI, RVPI, cash-on-cash, equity multiple and CAGR automatically, per investment and across the portfolio. It compares expected vs. actual performance against sponsor projections, tracks every capital event including contributions, distributions and return of capital, handles nested entities and partial ownership percentages, and marks K-1s received or pending. Bank and brokerage connections run through Plaid. Data is encrypted in transit and at rest on AWS. Read-only sharing with a CPA, spouse or advisor. Free plan available, no credit card required.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Compensation Management platform for organizations

Audience

Individual investors and limited partners (LPs) who hold real estate syndications, private equity and venture funds alongside public brokerage accounts. Also family offices, RIAs and CPAs who report on these portfolios.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Newbie: Free forever. Unlimited investments, holdings, transactions and imports. 3 account connections.
Tracker: $249/year. Unlimited account connections, more Ask PSVT questions, 1 shared user.
Optimizer: $599/year. Projections, tax estimates, automatic revaluations, unlimited value lookups, unlimited shared users.
Priced per account, not per user. Billed annually. 14-day free trial, no credit card required.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equatex
Founded: 1999
Switzerland
www.equatex.com/en/our-services/equateplus/

Company Information

PSVTracker
Founded: 2023
United States
psvtracker.com

Alternatives

Alternatives

CompTrak

CompTrak

HRSoft

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Plaid
Utluna

Integrations

Plaid
Utluna
Claim EquatePlus and update features and information
Claim EquatePlus and update features and information
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Claim PSVTracker and update features and information