EquatePlusEquatex
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Compensation Management platform for organizations
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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.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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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
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEquatex
Founded: 1999
Switzerland
www.equatex.com/en/our-services/equateplus/
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Company InformationPSVTracker
Founded: 2023
United States
psvtracker.com
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Categories |
Categories |
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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
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