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Salesforce Financial Services Cloud VS Carta

Compare Salesforce Financial Services Cloud VS Carta and see what are their differences

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Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Carta logo Carta

Carta’s platform of software and services lays the groundwork so you can focus on building the future.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Carta Landing page
    Landing page //
    2022-10-09

Salesforce Financial Services Cloud videos

+ Add

Perspectives on a Salesforce Financial Services Cloud Implementation

Carta videos

+ Add

Carta Vape Rig by Focus V Official Review - CustomGrow420

More videos:

  • Review - Puffco Peak or FocusV Carta (Which one should you buy?)
  • Review - Carta review 2 months after / pros and cons

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Carta)

Salesforce Financial Services Cloud

Carta

Business & Commerce
100 100%
Business & Commerce
0% 0
Equity Management
0 0%
Equity Management
100% 100
CRM
100 100%
CRM
0% 0
Cap Table Management
0 0%
Cap Table Management
100% 100

User comments

Share your experience with using Salesforce Financial Services Cloud and Carta. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, Carta seems to be more popular. It has been mentiond 10 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Salesforce Financial Services Cloud mentions (0)

We have not tracked any mentions of Salesforce Financial Services Cloud yet. Tracking of Salesforce Financial Services Cloud recommendations started around Mar 2021.

Carta mentions (10)

  • Stock Options and RSU's help
    Im trying to get all of my accounts loaded into CoPilot and haven't been able to figure out how to add stock option or RSU grants from my employer. They are not publicly traded but managed through https://carta.com/. Source: 5 months ago
  • Ask HN: Startup founders, how do you track your cap table and calculate equity?
    I heard good things about Carta. I haven't used it though. https://carta.com. - Source: Hacker News / 8 months ago
  • How should I make it easy and simple for investors to contribute money?
    Haven't heard of carta.com. Let me check it out, thanks! Source: about 1 year ago
  • I came up with an app idea, gathered a small team, and now two investors want in. How do I begin distributing equity?
    Https://carta.com/ could be the easiest and cheapest way. Source: over 1 year ago
  • Ask HN: Is Carta Down for Anyone?
    Getting a refusal to connect... Anyone else getting that issue? https://carta.com/. - Source: Hacker News / over 1 year ago
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What are some alternatives?

When comparing Salesforce Financial Services Cloud and Carta, you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Ledgy - The European equity management solution. Manage your cap table, investor relations, and equity plans professionally, from the start. Arm yourself with the best-in-class data security and streamline your equity management processes.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Vestd - Vestd is the only platform you need to create tax-efficient share schemes and manage equity. Purpose-built for UK companies.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Certent Equity Compensation Management - Certent Equity Compensation Management simplifies and streamlines all the crucial aspects of your stock administration process.

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