Diligent Equity vs Optio

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

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

3.7 /5
(12)

Ease of Use

3.8/5

Features

3.4/5

Customer Service

4.3/5

Value for Money

4.2/5

Overall rating

4.7 /5
(7)

Ease of Use

4.4/5

Features

4.4/5

Customer Service

4.7/5

Value for Money

4.6/5

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
  • Customisable Reports
  • Customisable 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
  • Customisable Reports
  • Customisable 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
  • Affinity Payroll
  • Personio
  • Prism Virtual Data Room
  • Salesforce Starter
  • iLEVEL
  • Affinity Payroll
  • Personio
  • Prism Virtual Data Room
  • Salesforce Starter
  • iLEVEL