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
  • Knowledge Base
  • Phone Support
  • Chat
Global Shares is a cloud-based employee ownership platform, which assists public and private companies with managing stock compensation plans for employees. Key features include performance tracking, rewards management, goal setting, stock trading, and electronic messaging.
Global Shares is a cloud-based employee ownership platform, which assists public and private companies with managing stock compensation plans for...

Platforms Supported

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

Support Options

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

Starting from

US$2 800,00/year

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,4 /5
(41)
Ease of Use
4,1/5
Features & Functionality
4,3/5
Customer Service
4,1/5
Value for Money
3,8/5

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
  • Activity Management
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Benefits Management
  • Budgeting/Forecasting
  • Cap Table Management
  • Cash Management
  • Collaboration Tools
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Customizable Branding
  • Data Capture and Transfer
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Portal
  • Employee Reward Programs
  • Employee Self Service
  • Enterprise Risk Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Incentive Management
  • Income & Balance Sheet
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Company
  • Multiple Data Sources
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Performance Appraisal
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Private Equity
  • Public Equity
  • Rate of Return Analysis
  • Real-time Updates
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Secure Data Storage
  • Status Tracking
  • Strategic Planning
  • Third Party Integrations
  • Trade Tracking
  • Transaction History
  • Transaction Monitoring
  • Valuation Management
  • Vesting Management

Total features 43

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Management
  • Administrative Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Benchmarking
  • Benefits Management
  • Budgeting/Forecasting
  • Cap Table Management
  • Cash Management
  • Collaboration Tools
  • Compensation Management
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Customizable Branding
  • Data Capture and Transfer
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Document Management
  • Document Storage
  • Electronic Signature
  • Employee Portal
  • Employee Reward Programs
  • Employee Self Service
  • Enterprise Risk Management
  • Financial Modeling
  • Financial Reporting
  • Financial Risk Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Incentive Management
  • Income & Balance Sheet
  • Investments Tracking
  • Investor Reporting
  • Liquidity Analysis
  • Meeting Management
  • Member Directory
  • Minutes Management
  • Multi-Company
  • Multiple Data Sources
  • Operational Risk Management
  • Options Management
  • Participant Portal
  • Performance Appraisal
  • Performance Metrics
  • Portfolio Management
  • Portfolio Modeling
  • Private Equity
  • Public Equity
  • Rate of Return Analysis
  • Real-time Updates
  • Reporting/Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Secure Data Storage
  • Status Tracking
  • Strategic Planning
  • Third Party Integrations
  • Trade Tracking
  • Transaction History
  • Transaction Monitoring
  • Valuation Management
  • Vesting Management
  • QuickBooks Online Advanced
  • Xero
  • QuickBooks Online Advanced
  • Xero