Eqvista
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Share Management
- Electronic Stock Issuance
- Capitalization Table
- Waterfall Analysis
- Financial Reporting
- 409A Valuation
- Company Incorporation
- Company Filings
- Shareholder Engagement
Pricing Info
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
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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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
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
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
Asset Vantage Comparisons
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If you are still having doubts about which service will be best for your company it may be a sensible idea to check out each service’s social metrics. These metrics are quite often a sign of how popular each product is and how large is its online presence.For example, if you look at Eqvista LinkedIn account you’ll find out that they are followed by 42 users. In case of Asset Vantage the volume of followers on their LinkedIn page is 411.
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