Diligent Equity vs YCharts

EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The platform enables users to monitor, manage, and structure shares with up-to-date and accurate cap tables, what-if analysis and digital documents.
EquityEffect is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes. The...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It enables organizations to gain insights into financial activities, monitor market trends, analyze investment risks, and compare multiple strategies.
YCharts is an investment management software designed to help businesses create investment strategies and communicate with prospects and clients. It...

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

3,7 /5
(12)

Ease of Use

3,8/5

Features

3,4/5

Customer Service

4,3/5

Value for Money

4,2/5

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Total features 44

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Bonds/Stocks
  • Cap Table Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Multi-Currency
  • Performance Metrics
  • Portfolio Management
  • Portfolio Rebalancing
  • Private Equity
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • Scenario Planning
  • Third-Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management

Total features 17

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Benchmarking
  • Bonds/Stocks
  • Cap Table Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investment Advisors
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Grant Management
  • Investments Tracking
  • Investor Reporting
  • Modeling & Simulation
  • Multi-Currency
  • Performance Metrics
  • Portfolio Management
  • Portfolio Rebalancing
  • Private Equity
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Role-Based Permissions
  • Scenario Planning
  • Third-Party Integrations
  • Transaction History
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • Workflow Management
  • Affinity Payroll
  • Microsoft Excel
  • Prism Virtual Data Room
  • Salesforce Starter
  • iLEVEL
  • Affinity Payroll
  • Microsoft Excel
  • Prism Virtual Data Room
  • Salesforce Starter
  • iLEVEL