TruEquity Alternatives & Competitors

eMoney is software that provides shippers an innovative source for their end-to-end encrypted transactions.

Key eMoney features:

Comprehensive Financial Planning Client Portal Data Aggregation Security

Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Key Riskalyze features:

Risk Assessment Portfolio Stress Testing Integration Capabilities Client Communication

Sourced crypto market data with indicator monitoring, market regime context and research. BTC, ETH, XRP, SOL + major indices monitored 24/7. Educational content — not investment advice.

Key Data Analytic System features:

Live market data MiCA / CASP tracker Market Observation Pro Learning modules and glossary

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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.

Key Ledgy features:

Cap Table Management Equity Plan Management Investor Relations Scenario Modeling

freemium €2 / Monthly (Per Stakeholder)

Investment Portfolio Management.

Key SimCorp Dimension features:

Comprehensive Functionality Integration Capabilities Customization Regulatory Compliance

Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.

Key Morningstar Advisor Workstation features:

Comprehensive Data Research and Analysis Tools Customization Integration Capabilities

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

Key Certent Equity Compensation Management features:

Compliance Automation Scalability Data Security

HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.

Key HiddenLevers features:

Comprehensive Scenario Analysis User-Friendly Interface Integration Capabilities Customizable Reports

Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.

Key Backstop Solutions features:

Comprehensive Asset Management Customizable Platform Client Communication Tools Data Integration

Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.

Key Ziggma features:

Portfolio Management User-Friendly Interface Customizable Dashboards Comprehensive Data Analytics

Carta’s platform of software and services lays the groundwork so you can focus on building the future.

Key Carta features:

Comprehensive Equity Management User-friendly Interface Automation and Efficiency Compliance Support

BNY Mellon’s Pershing gives worldwide monetary answers for counsels, resource administrators, specialist vendors, family workplaces, reserve chiefs, enlisted speculation consultant firms, and abundance directors.

Key Pershing Financial Services features:

Comprehensive Wealth Management Solutions Global Reach and Network Technology and Innovation Regulatory Compliance and Risk Management

Capshare is a cloud-based stock issuance, cap table and equity management platform.

Key Capshare features:

User-Friendly Interface Comprehensive Cap Table Management Integration Capabilities Shareholder Access

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

Key Vestd features:

Customizable Equity Solutions Compliance and Legal Support User-Friendly Interface Comprehensive Management Tools