Best Equity Management Software for Windows
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Compare the Top Equity Management Software for Windows as of April 2026
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What is Equity Management Software for Windows?
Equity management software is a tool that companies use to track and manage their equity investments. It provides an efficient way to process transactions, analyze financial positions, calculate taxes, and maintain records of the holding or ownership of shares. This software can also provide advanced reporting features which allow companies to easily monitor and understand trends in their ownership structure. In addition, equity management software may be used to automate dividend payments so that they are sent out on time. Finally, tracking vesting schedules for stock options can also be done with this software so that employees are able to receive their benefits as intended by the company. Compare and read user reviews of the best Equity Management software for Windows currently available using the table below. This list is updated regularly.
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1
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
2
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
3
Capdesk
Capdesk
Make your company’s cap table an asset, not a liability, with Capdesk. Use the platform to plan and prepare for any eventuality. When it comes to attracting top-tier talent, equity is the unfair advantage that startups have over other businesses. But too many startups spend too much time issuing and managing employee equity – or worse, they don’t offer it at all. No matter which jurisdiction your employee share scheme is in, you can manage it on Capdesk. The platform accommodates a range of security types, including phantom shares, growth shares and RSUs. Capdesk allows your employees to understand and track the value of their shares, by giving each shareholder access to a personalised dashboard. Employees can monitor their vested and to-be-vested shares, and watch the tangible value of their shares increase as the business grows.Starting Price: $127.33 per month -
4
CalibreRMS
Calibre Financial Technology
CalibreRMS is a complete Research Management System with an intuitive and simple interface that enables you to record, share and collaborate on your data in a user-friendly, customizable and mobile format. Created to be much more than just a notes management tool, Calibre RMS seamlessly integrates all your qualitative research with your modeling and analytics. It is customizable to your investment strategy and allows immediate collaboration across teams anywhere and on any device. Calibre RMS also provides flexibility to integrate it with other modeling and analytics tools without being locked into a proprietary system and includes built-in audit trails to simplify compliance. -
5
Upstock
Upstock
75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.Starting Price: $10 per month -
6
AwardTraq
Equity Methods
AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily TSR performance updates and supports your EPS dilution process by calculating contingently issuable shares for ASC 260. Key capabilities: - Daily TSR updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF and Tie-out Excel reports - Secure participant portal for payout tracking - SOC 1 audited (Ernst & Young) AwardTraq serves Finance/Accounting teams for ASC 260 compliance, HR/Compensation professionals for award design and committee reporting, and participants for payout tracking. -
7
iPlus
ITAfrica
85% of Central bank licensed Investment Management firms in one African country use iPlus. iPlus is an asset management software solution that enables your organization to effectively setup, monitor and manage its investment portfolios. Through its use your organization can maintain money market, equity, property and loans investments. Thus enabling your organization to monitor and produce portfolio valuations at defined intervals. Your clients have access to web portals
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