Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.
Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations....

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting and analytics
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$2 800,00/year

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,5 /5
(40)
Ease of Use
4,2/5
Features & Functionality
4,3/5
Customer Service
4,3/5
Value for Money
4/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 50

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Administrative Reporting
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Client Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Knowledge Base Management
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Monitoring
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Rate of Return Analysis
  • Real Time Monitoring
  • Real-time Updates
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Scorecards
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Trade Tracking
  • Valuation Management
  • Vesting Management

Total features 31

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Administrative Reporting
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Budgeting/Forecasting
  • Cap Table Management
  • Client Management
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Data Synchronization
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Reward Programs
  • Enterprise Risk Management
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Incentive Management
  • Investments Tracking
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Knowledge Base Management
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Monitoring
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Performance Management
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Rate of Return Analysis
  • Real Time Monitoring
  • Real-time Updates
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Scorecards
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • QuickBooks Online Advanced
  • Xero
  • QuickBooks Online Advanced
  • Xero