Streamline your private equity management.
EquityEffect offers custom pricing plan
Overview
Pricing
Ratings
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EquityEffect is a private equity management software (PMS) that works with any version of Microsoft SQL Server and Windows. EquityEffect was architected to allow mid-size buy side PM firms to consolidate their management reporting needs into a single software system that eliminates significant time and expense associated with maintaining disparate analytic applications.
EquityEffect offers custom pricing plan
Free Trial available
Individuals
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
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EquityEffect was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
EquityEffect is best suited for
Employee count: 50 to 500 employees
Industries: Fintech, SaaS, Consulting, and Real Estate
Job Titles: Finance Managers, Equity Analysts, Compliance Officers, and Investment Analysts
Benefits of using EquityEffect
Streamlined Equity Management: With EquityEffect, we simplify the complexities of managing equity compensation. You’ll enjoy a seamless platform that consolidates all your equity data in one place, making it easier for you to track and manage employee stock options and grants.
Enhanced Compliance Assurance: For managers and administrators alike, staying compliant with regulations can be daunting. EquityEffect provides robust tools that help ensure your equity plans meet all necessary legal requirements, reducing the risk of costly penalties.
Real-time Reporting & Analytics: Imagine having instant access to insightful analytics at your fingertips. EquityEffect delivers real-time reporting capabilities, empowering executives with the data needed to make informed decisions about equity distribution and employee engagement.
Free Trial
Yes, It's available
EquityEffect Pricing
EquityEffect offers custom pricing plan
Pricing Model
Free trial
Paid Plans (Quotation Based )
User Review
AI
Administrator in Information Technology and Services
06/05/19
Decent UI with helpful customer support
What do you like best? The Dashboard and Cap Table graphics render quickly and are very helpful. The customer support is excellent and friendly. What ...
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Customer Service
Online
Location
New York, New York
Stuck on something? We're here to help with all the questions and answers in one place.
No, EquityEffect doesn't provide API.
No, EquityEffect doesn't provide mobile app.
EquityEffect is located in New York, New York
EquityEffect offers Free Trial, Quotation Based pricing models
The starting price is not disclosed by EquityEffect. You can visit EquityEffect pricing page to get the latest pricing.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
