Asset Vantage
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Share Management
- Electronic Stock Issuance
- Capitalization Table
- Waterfall Analysis
- Financial Reporting
- 409A Valuation
- Company Incorporation
- Company Filings
- Shareholder Engagement
Pricing Info
Eqvista offers two pricing plans for you to choose from. One of which is a freemium plan that enables you to add a maximum of 20 shareholders and use most of the features of the software free of any charge. Additional services are provided as well. Here are the details:
Freemium – $0
- Up to 20 Shareholders
- Unlimited Companies
- Cap Table Management
- Manage Convertible Note, KISS, SAFE Recording, Issue Options
- Manage Equity Plans
- Manage Employee Stock Options (ESO)
- Set a Vesting of ESO
- Financing Rounds Modeling
- Waterfall Analysis
Premium – Starts at $2/shareholder/month
- Unlimited Shareholders
- All Features included in Freemium Plan
Additional Services
Cap Table – $490
- One-Time Set-Up of your Cap Table
- Ongoing Customer Service Support
409A Valuations – Starts at $1,100
- Your 409A valuation is handled by a team of experts
Integrations
No information provided.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Richard Hopkins, John Nowak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Eqvista is an equity management software that allows you to handle your company's stocks and its shareholders from a digital environment.
Company Email
info@eqvista.com
Contact No.
Company's Address
Eqvista Inc.
15348 Vegas Dr.,
Las Vegas, NV 89108,
United States
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Almost as crucial as features and customer support level are pricing packages made available by Asset Vantage and Eqvista. Even though price should not be the sole factor it’s surely an important thing to think about. You should expect a flexible pricing plan that can be matched with your team size and easily scaled up if your team grows. Make sure you don’t opt for packages that have complex functionalities that you won’t use and always try to contact with the vendor directly as big companies can frequently count on special pricing. You should also try out a free trial or demo of each service to spend at least some time using it. It’s a helpful experience that doesn’t ask you to spend any money and offers a solid overview of what it’s like to work with Asset Vantage and Eqvista.
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