Carta vs OptionTrax
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Overview
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....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans.
OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$50.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.0/ 5Features
4.2/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
4.5/ 5Features
4.7/ 5Customer Service
4.5/ 5Value for Money
4.7/ 5Features
Total features 50
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Cap Table Management
- Collaboration Tools
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Operational Risk Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Trade Tracking
- Valuation Management
- Vesting Management
Total features 17
- "What If" Scenarios
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Trail
- Benchmarking
- Budgeting/Forecasting
- Cap Table Management
- Collaboration Tools
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Data Import/Export
- Deal Management
- Debt Management
- Document Management
- Document Storage
- Electronic Signature
- Employee Reward Programs
- Enterprise Risk Management
- Financial Analysis
- Financial Management
- Financial Modeling
- Financial Reporting
- Financial Risk Reporting
- Forecasting
- Fund Management
- General Ledger
- Incentive Management
- Investments Tracking
- Investor Reporting
- Liquidity Analysis
- Meeting Management
- Member Directory
- Minutes Management
- Operational Risk Management
- Performance Metrics
- Portfolio Management
- Portfolio Modeling
- Rate of Return Analysis
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Management
- Role-Based Permissions
- Scenario Planning
- Trade Tracking
- Valuation Management
- Vesting Management
Integrations
- Deel
- QuickBooks Online Advanced
- Rippling
- Xero
Not provided by vendor