Diligent Equity vs Optio
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Overview
Diligent Equity 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.
Diligent Equity is a cloud-based equity management solution for financial institutions, investors, law firms, and private businesses of all sizes....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable
Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal,...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.8/5Features
3.4/5Customer Service
4.3/5Value for Money
4.2/5Ease of Use
4.4/5Features
4.4/5Customer Service
4.7/5Value for Money
4.6/5Features
Total features 44
- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- Cap Table Management
- Client Portal
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Financial Analysis
- Financial Management
- Financial Modeling
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Modeling & Simulation
- Multi-Currency
- Performance Management
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
Total features 42
- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Management
- Audit Trail
- Benchmarking
- Cap Table Management
- Client Portal
- Compensation Plan Modeling
- Compliance Management
- Compliance Tracking
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deal Management
- Document Management
- Document Storage
- Employee Database
- Employee Management
- Employee Onboarding
- Employee Portal
- Financial Analysis
- Financial Management
- Financial Modeling
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Grant Management
- Incentive Management
- Investments Tracking
- Investor Reporting
- Modeling & Simulation
- Multi-Currency
- Performance Management
- Performance Metrics
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scenario Planning
- Third-Party Integrations
- Transaction History
- Valuation Management
- Vesting Management
- Visual Analytics
- Workflow Management
Integrations
- Affinity Payroll
- Personio
- Prism Virtual Data Room
- Salesforce Starter
- iLEVEL
- Affinity Payroll
- Personio
- Prism Virtual Data Room
- Salesforce Starter
- iLEVEL
