Alternatives to FirstOrder Secretarial

Compare FirstOrder Secretarial alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FirstOrder Secretarial in 2026. Compare features, ratings, user reviews, pricing, and more from FirstOrder Secretarial competitors and alternatives in order to make an informed decision for your business.

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    Nasdaq Boardvantage
    The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync.
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  • 2
    enVisual360

    enVisual360

    enSynergy Professional Services

    enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
    Starting Price: £40/month/user
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    Aprio Board Management Software
    Aprio provides secure, one-stop access to board materials from any device, enabling real-time communication and instant notifications. It streamlines board meeting preparation with efficient tools for agenda building and scheduling. The cloud-based platform fosters board engagement by allowing directors to annotate and share notes. Advanced security measures ensure board information remains safe, even if devices are lost or stolen. Aprio facilitates decision-making outside the boardroom and is widely used across various sectors including credit unions, banks, healthcare, education, and public corporations. Known for its ease of use, advanced security and best customer support in the industry, Aprio makes good governance simple.
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    PCSec

    PCSec

    Vistra

    Whether you administer a single company or a much larger portfolio, PCSec easily produces all relevant documentation including share certificates, minutes and resolutions. PCSec is suitable for all company types, including limited liability partnerships and it’s secure, server-based software offers an alternative for sensitive industries that find cloud-based systems unsuitable. Confirmation statements, change of company name and address, appointment and resignation of a director/secretary. Change of director/secretary details, change of accounting reference date, return of allotment of shares, dormant company accounts. Satisfaction of a mortgage or charge, notification and cessation of a PSC, change of PSC details. Download a free trial of PCSec software or visit our extensive PCSec User Support portal for tutorials, FAQs and user guides.
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    Future Directors

    Future Directors

    Future Directors

    A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.
    Starting Price: $30 per month
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    Digita Company Secretarial
    Comprehensive company secretarial software for UK accountants. Offer your clients a professional company secretarial service with our comprehensive Digita Company Secretarial software. Easily update the Persons of Significant Control (PSC) Register and file online in seconds. Reduce errors and complete your company secretarial work faster with proactive anti-fraud alerts and automatic data import from other modules in our suite and Companies House. Quickly create a client by pulling information from Companies House. Easily submit forms straight to Companies House with the click of a button. Monitor online filing activity and detect potential fraud with proactive alerts. Efficiently produce forms, meeting minutes, dividend vouchers and documents. Identify and record persons of significant control using the PSC Register. Ensure your client information is correct with our public record checker tool.
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    Vectis

    Vectis

    Formations Direct

    Vectis is an online company secretarial software and electronic company register developed as FD's in-house solution to managing statutory company registers using online filing via an electronic company register. Vectis is fully compatible with Companies House, and when you order a company formation from Formations Direct we’ll input all the data into Vectis for you, saving you time and hassle. Each company pays a small annual rental for using Vectis and the more companies you sign up the cheaper it becomes.
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    Company Secretary

    Company Secretary

    Relate Software

    Relate Company Secretary is the most widely used package for managing company returns and maintaining company registers. Fully compliant with the New Companies Act 2014. Diary and alert manager combine to ensure that you are never late with returns. Keep a detailed register on all company, officer and shareholder movements. Electronically file returns and accounts cutting down on the need for paper. Fully updated for Companies Act 2014. View all upcoming annual returns in advance, allowing the user a daily, weekly or monthly view. Full company database allows Instant recognition of annual return dates of each company. No more paper copies, bulky folders or hand written documents. Auto-fill the relevant documents using your database and file all forms electronically. Making the process cheaper, faster and more continent for the user. Quickly and easily store all aspects of the company, from incorporation to present day.
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    GreatSoft Secretarial
    If you are constantly bogged down in secretarial work, or struggling to keep track of CIPC registrations and submissions, then our company secretarial software will make your secretarial duties a breeze and reduce the workload of managing your company secretarial administration. GreatSoft’s company secretarial software is browser-based, which means that you can log into your secure portal and manage your client’s secretarial affairs from anywhere, on any device, at any time. No more need for the large red register books, piles of papers or endless spreadsheets. Find out how! The built-in workflow system automatically populates required forms while the form filler allows users to quickly & easily complete ad hoc forms. With all your clients & entities already on GreatSoft, you can calculate & save Public Interest Scores all on one system. GreatSoft Secretarial lets you quickly & easily monitor any CIPC annual returns due & track their progress too.
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    CCH Company Secretarial
    CCH Company Secretarial efficiently manage your client’s statutory requirements. A comprehensive cloud solution for managing all your company secretarial requirements. CCH Company Secretarial software make the entire company secretarial process as quick and efficient as possible – from preparing and filing confirmation statements to resignations and new appointments. Upload a company’s details directly from Companies House eliminating the need to re-key data. User access rights can be set for each individual member of staff. No restriction on the number of users. The browser-based interface and logical arrangement of functions makes it easy to add and maintain all information. Get access anywhere, anytime using desktop or mobile devices, including tablets. The secure cloud library holds signed minutes and other company documents. Any company that you form through our corporate secretary software will automatically be added to the Companies House database.
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    Secretary 2000

    Secretary 2000

    Sterlingsoft

    The Secretary 2000 is an advanced and professional window-based software application designed for secretarial firms (company secretary) to systematically and effectively handle, manage the corporate company’s profiles and statutory status. It can powerfully integrate, compile, analyze, transfer and display data into practical statutory forms, resolutions and documents in a quality and professional presentation that is conformed to the local ROC rules and regulations. Unlike using the conventional method of storing company statutory records in cabinets, files and books, its smart event-driven features allow you to speedily and efficiently perform all the essential and time-consuming tasks associated with corporate management at your fingertips, thereby leaving you more time to do strategic planning on ‘real business’. So far, Secretary 2000 is very well received for its system stability & user-friendliness.
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    Company Formation MadeSimple
    Simple company formations. More than 1 million companies formed, with over 9,000 reviews rated 97%. Most companies are formed within 3 working hours. Packages start from £12.99 and you can rest assured there are never hidden costs. Company Formation MadeSimple was set up as part of the MadeSimple Group in 2002. Since then we have made setting up a business simple for budding entrepreneurs across the UK and world, providing registration services to thousands of people, from accountants where registering a business is a daily occurrence, to beginners who've never started a business before. We're a Companies House authorized agent. Since we began we have pioneered registering businesses online and become an authorized E-filing agent of Companies House, the body responsible for UK limited company formation. Once you've used our online company formation service to start your business, you can take advantage of unlimited support from our support team.
    Starting Price: $18 per month
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    Corporify

    Corporify

    Corporify

    Consolidate all your legal information and documents into a single, accessible location. No more looking at different drives, spreadsheets, and paper books spread across teams and people. Go digital with a share register that includes capital increases, share transfers, distributions, and more. Create org charts to visualize your group structure. Generate reports & legal documents in seconds. No fuss. No worries. Just data you can rely on. Take control of who can access legal data and safely store your information on an encrypted private cloud via ISO27001-certified hosting providers. We know first-hand that successful software migrations rely heavily upon the quality of the data you're working with. That's why we have a team of highly educated and experienced legal professionals at your service. We share best practices and help you to smoothen your legal operations. We can put you touch with our partners for legal advice.
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    Gen XBRL Software

    Gen XBRL Software

    SAG Infotech

    Gen XBRL Software for Validation and Preparation Sheets offers a powerful solution for professionals, such as Company Secretaries and Chartered Accountants, who often face the challenge of spending significant time on preparing and e-filing balance sheets and profit & loss accounts in the latest XBRL format. With our user-friendly XBRL return software, these tasks can now be accomplished with ease, saving valuable time and effort. Our software provides the flexibility to prepare XML for accounting standards and Indian accounting standards (IND AS) for both standalone and consolidated financial statements. Keeping up with the latest requirements, our Gen XBRL filing software is regularly updated, ensuring compliance with MCA Business Rules and Taxonomy. It simplifies the import and export of XML data for the current and previous years, streamlining the process of managing financial information.
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    Brainloop BoardRoom
    Brainloop is a leading board portal and secure collaboration provider. In a single platform, Brainloop solves the challenge of protecting an organization’s most sensitive data and delivers tailored business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, and more. Our solutions are available from any location and across all devices, online and offline. Brainloop offers best-in-class security and the choice of hosting customer data in Germany, Austria, Switzerland and Luxemburg. Brainloop BoardRoom is a professional solution for secure and efficient communication in company boards. Its wide range of functions helps board offices and company secretaries prepare meeting folders and ensure they are always up to date, even when there are last-minute changes. Executives and board members can read highly confidential meeting documents on their desktop or mobile device.
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    BLISS

    BLISS

    CimplyFive

    CimplyFive blends domain knowledge & technology to provide automation solution to compliance risk management, which is the base for good corporate governance. In the last seven years, we have built a comprehensive range of products that serves the needs of over 100 corporate groups and professional services firms by meeting the needs of different types of companies in India. BLISS is a cloud-hosted software for Company Secretaries to automate the compliance requirements with all the provisions of the Companies Act, 2013, and SEBI’s LODR (for listed companies). BLISS provides peace of mind to the secretarial team. the Board of Directors, and the Strategic Shareholders by giving them real-time compliance status. Security Certifications obtained by CimplyFive provide assurance and peace of mind to users of BLISSLISTED, BLISSPLUS and BLISS for Security and Safety of their data and availability of the system.
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    Complinity

    Complinity

    COMPLINITY

    Complinity is a comprehensive Cloud-based Compliance Management System that Tracks and Monitors statutory, regulatory, central & state, secretarial and legal compliances within a company. It helps businesses manage all their compliance documentation, activities, conduct audits, track and resolve compliance issues on the cloud. Complinity secures your business and makes operational processes more efficient. Complinity is an amalgamation of the words Compliance and Infinity. What it essentially is, an Infinite Compliance System. We relate the system to infinity, since at the core of this cloud software, lies an auto-scheduler which creates compliances for an organization till an infinite amount of time and also because it has no limitations in terms of users, locations, departments, acts and ability to create compliances. An intelligent scheduler automatically creates compliance schedules for a year, making sure that no manual intervention is required once the system is implemented.
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    B-Reputation

    B-Reputation

    B-Reputation

    All information on the identity of the directors, managers and corporate officers of the companies, the capital ties, and all the legal announcements of BODACC as well as the trademarks registered with the INPI. Our proprietary failure score on 10 million companies, downloadable balance sheets and income statements, relevant financial ratios as well as a financial analysis on several million companies. Corporate litigation, in attack or in defense, registered by one of the 134 commercial courts in France, applicable collective agreements and much more. Web metrics that reflect the activity, digitalization and reputation of a company: sites, social networks, Google search results, customer and employee reviews. The addresses, emails and telephones of the managers but also those of the key positions in the company (marketing director, sales director, purchasing director, CFO, etc.).
    Starting Price: €588 per year
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    Group Vision Web

    Group Vision Web

    Askival Systems

    Group Vision Web is innovative software for legal entity management. Additionally, our software incorporates document management functionality as well as a very powerful group charting tool. The software helps organisations comply with internal and legislative requirements and to share legal entities’ data (capital, shareholder and shareholding structure, powers of signature, directors and other representatives, etc.) in an efficient and consistent way. Because our solution is highly configurable and jurisdiction-independent, it caters to the needs of organisations of different sizes, locations and ownership structures.
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    Inform Direct
    Inform Direct obtains the latest position from Companies House and presents it in an easy to understand way. In most cases, you’ll be able just to confirm that the company information shown on screen is correct and your confirmation statement will be automatically compiled and submitted online to Companies House. If you need to make changes, you can easily update records in the simple confirmation statement wizard. And if you’ve used Inform Direct for a while, any changes you’ve made during the year that need to be reported will be automatically included – there’s no need for you to enter any information again. Use our simple Confirmation Statement wizard any time, anywhere. Your company details are automatically imported, removing the need for manual data entry. Complete your Confirmation Statement for just £10 + VAT.
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    FileDirector

    FileDirector

    Spielberg

    FileDirector is the future of modern/contemporary document management. With ECM, companies save time when processing data. FileDirector is efficient, boosts productivity, and cuts operating costs. The electronic-content-management solution from Spielberg Solutions convinces with functionality: from capturing paper documents to the management of digitalized documents and secured storing of information. The efficient retrieval feature provides special facilitation. FileDirector can be run on multiple servers and represents reliable support in managing documents for global companies. Reduction of operating costs. Straightforward processing of paper-based and digital documents. No user limitation. Smart integration in Microsoft Office. Automatically captures emails from the email server. FileDirector captures electronic and physical documents in a flexible and quick way, independent of format and data source.
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    Quoroom

    Quoroom

    Quoroom

    Quoroom is a fundraising and cap table management software. With Quoroom, you can manage every aspect of your company's life cycle, from building an investor pipeline and matching with investors to legal completion and issuance of shares. Plus, our secure data room and investor updates make it easier for investors to make decisions and stay informed. Quoroom is your secret weapon for raising capital faster! Try Quoroom for free and get pro support! Quoroom equity management software is designed for companies' Founders and CFOs to help them manage complex cap tables, maintain a compliant shareholder register, issue securities and digital share certificates, communicate with shareholders, store, share and sign documents, to vest and exercise equity options, convert securities, do dividend or interest payments and official filings, execute share transfers and other corporate actions.
    Starting Price: £9 per month
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    Srijay Logistics

    Srijay Logistics

    SriJay Techinsights

    Businesses worldwide confront the challenges of customer satisfaction, revenue growth, cost management, risk reduction, and compliance. SriJay TechInsights delivers an exhaustive portfolio custom application development services, to diverse industry verticals. SharePoint Intranet Solution is one of SriJay TechInsights’s intranet solutions for companies and organizations. The SharePoint intranet solution. Led by a creative and expert team, we design, develop, and deploy a set of customized products to ensure efficient logistics solutions for your business. These products ensure that the end to end supply chain procedure is administered, executed, and enhanced without any hurdles throughout. Our wide variety of Software solutions and applications enhance the speed and provide ideal transparency of operations to you as well as your customers. Our innovative and intelligent application development focuses on easing up the transport and distribution process, ideally manage your resources.
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    SeedLegals

    SeedLegals

    SeedLegals

    ⚡ Speed up your legal and board admin - and dramatically cut down how much you spend on traditional lawyers and accountants. 💰Raise capital whenever you need to with our innovative agile funding services - from one-off investments to a full funding round and top-ups in between. 1️⃣ UK number 1 for funding rounds - we close more rounds in the UK than anyone else 1️⃣ UK number 1 for EMI Option Schemes, the tax-efficient way to reward employees with equity. 1️⃣ UK number 1 for cap table - more startups choose SeedLegals to manage their cap table than any other service. 🚀 We also work with investors to accelerate the fundraising process. 🏢 We operate in the UK, Ireland, France, Singapore and Hong Kong. We employ around 150 brilliant people and have offices in Holborn, London and Station F, Paris.
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    Luxury Shares

    Luxury Shares

    Luxury Shares

    The First of it’s Kind Luxury Property Crowdfunding Platform built to provide an easy to use system that allows users to secure Fractional Shares in Luxury Property at a fraction of the cost. This provides the buyer with more Freedom to use his/hers capital in Titled Real Estate in multiple properties and in multiple countries. All Share Ownership Positions are calculated and valued based on the vacation market trends. All Shareholders share the rights of use, based on the amount of ownership bought. Once purchased via our secure platform the funds are held in escrow until the buyer receives the share agreement and his/her ownership is placed into the relative US corporation by top US Fractional Attorney’s that hold the ownership of that specific property.
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    InvestorHub

    InvestorHub

    InvestorHub

    InvestorHub's software gives public companies more control through better shareholder engagement. Over 130 companies use InvestorHub's data-driven tools to efficiently engage shareholders, improve market communication, and maximize the impact of investor relations. The way public companies communicate with investors is broken. By focusing only on top shareholders and institutions, they ignore more than 99% of their investors. Without a strong shareholder base, your share price is dictated by forces outside of your control. By enabling companies to engage more shareholders, more efficiently, InvestorHub gives companies the tools to engage all their shareholders and turn them into active believers, driving better outcomes across the board. Whether you need to raise capital, optimize liquidity, or secure votes, the investor CRM helps you identify and connect with the shareholders that matter.
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    Togen

    Togen

    Togen

    Cattle farms, fashion brands, solar energy projects, and more have chosen togen.io to put assets on the blockchain. If you are completely new to cryptocurrencies and the Ethereum blockchain, it is highly advised that you take some time to learn how Ethereum and ERC-20 tokens work. You can do this by creating an Ethereum address, purchasing Ether, and then participating (with small sums) in ICOs. This will give you the basic understanding that is required in order to begin taking steps toward planning your own cryptocurrency and deploying it with Togen. Cryptocurrencies can take many forms. Loyalty points and brand tokens are a new frontier that holds many opportunities for new businesses to create freely exchangeable rewards. Furthermore, asset-backed tokens for real estate and company shares help democratize capital.
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    EnGlobe

    EnGlobe

    Corporatek

    EnGlobe is a substantive, unified and truly global software solution for Corporate Entity Management and Corporate Governance. A pure web RIA (Rich Internet Application) system, it formally parameterizes all known legal entity types, sets-out logically and organically all known securities, includes and self-fills all applicable regulatory forms and e-filings, governs all management bodies, meetings, minutes and agendas, streamlines all intellectual property management and tracking tools, provides all document automation and management systems and addresses all security, workflows, audits and reports to the most stringent corporate compliance and governance requirements. Uniting, in a superbly architected and executed software environment, the world's most comprehensive corporate entity management software system, a contracts and agreements management system of superlative power and granularity, a uniquely complete business assets and intellectual property management system.
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    LegalRaasta

    LegalRaasta

    LegalRaasta Technologies

    Private Limited Company registration is the most popular form of a “legal structure” for all businesses in India. A private limited company can have a minimum of two members and a maximum of fifty members. The directors of a private limited company have limited liability to their creditors and Banks/Creditors are allowed to sell only the assets of the company (when there is a scenario of default). The creditors do not have the authority to sell the personal assets of directors. Do ensure that your company is registered, for starting a company in India. The private limited company registration process is very important, as it provides authenticity to your proposed business structure. Though you need to make sure that you have all the required “Private limited company registration documents”. The liabilities of its shareholders become limited when they can raise outside funding in an easy manner.
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    101incorporate.com

    101incorporate.com

    101incorporate.com

    We can incorporate your business in any of the 50 states. Simply take 10 minutes to fill out our secure online incorporation order form and we will do all the rest. View our extensive and informative how to incorporate your business questions and answers section. We can help you form an LLC or limited liability company, proceed directly to our LLC secure order form. View our extensive and informative how to form a limited liability company questions and answers section. We are confident that our incorporation and LLC fees are amongst the most competitive in the industry. Upon receiving your completed order, 101incorporate will immediately file and execute all the necessary documentation to file your corporation. To place an order, simply utilize our online order form. It is important to note that a shareholder may serve on the board of directors and as an officer. In fact, in most states one shareholder is sufficient to form a corporation.
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    Debtwire

    Debtwire

    Debtwire

    Identify new opportunities resulting from market-moving credit events. Transformative insight on leveraged capital markets from our expert analysts. Verified data meets machine intelligence, ensuring you’re the first to see opportunities. The verified, impactful market data you need, all on a single, searchable platform. Stay ahead of the curve and connect with other leading leveraged capital markets professionals. Establish cast-iron credibility with current and prospective clients by demonstrating your deeper, more nuanced knowledge of leveraged capital markets. Our specialist journalists and analysts operate globally to provide you with a deeper level of insight and timely analysis. Be the first to know about issuers facing financial or operational stress with proprietary news and analysis identifying future restructuring candidates. Benchmark investors and advisors with the market’s first and only global database of both in- and out-of-court restructurings.
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    myBase

    myBase

    Wjj Software

    Mybase is a unique freeform database software that allows entry of unstructured text, webpages, images, documents, emails and even arbitrary files without regard to length or format. All information is compressed with an integrated zip utility and stored in the tree structured outline form. Unlike traditional database systems, Mybase accepts text input like a word processor, and provides better methods for capturing, editing, organizing, retrieving, searching and sharing information. Attached documents and related entries are restructured and listed in a single hierarchical list view located at the right side of the main frame, in order to have a larger view of contents as well as a more flexible relation view. Support of Mermaid for Markdown documents to contain flowcharts and diagrams.
    Starting Price: $79 one-time payment
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    CU SHARE

    CU SHARE

    Integrated Software

    CU Share's™ diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained people sharing a tradition of integrity and service to its clients. CU SHARE's diverse equity processing capabilities handle cash dividends, stock dividends, splits, exchanges, liquidations, dividend reinvestments, reorganizations, and more. CU SHARE provides complete stock transfer, dividend reinvestment, corporate action processing, and proxy services in an integrated environment. ProxyVoteNow provides an integrated solution for telephone and Internet-based proxy and consent voting. EnrollmentNow provides employee purchase plan and benefits enrollment for corporations, credit unions, and employee benefits administrators.
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    HETIKUS

    HETIKUS

    HETIKUS

    We make it easy for companies to have a corporate governance structure that follows regulations, is held accountable and makes choices that benefit their stakeholders. With an end-to-end governance management platform that automates their processes, ensures compliance and helps them keep track of how they’re doing. All business decisions have an impact outside the business. We believe in choosing wisely and helping our clients do the same. When you do things well, there’s no need for hidden agendas. We are passionate about clarity, simplicity, and openness. We understand the value of individual contributions, and strive to deliver great results consistently. We’re proud of our work and of our teammates. Things don’t always go as expected, but we learn from setbacks, grow from failures, and turn things around even when the going gets tough.
    Starting Price: $250.00/month
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    EntityKeeper

    EntityKeeper

    EntityKeeper

    EntityKeeper simplifies the way you manage entities, org charts, and filing and compliance requirements across your organization. Our platform enables you to easily access real-time information, customize data fields, manage critical deadlines with notifications (like filing/tax dates), and create in-depth org charts. Additionally, our Corporate Services eliminates the need to manually govern entity filings, such as forming an entity, annual reporting, corporate documents for closing and more.
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    TransCEND

    TransCEND

    TransPerfect Group

    TransCEND virtual data room (VDR) helps Fortune 100 companies, leading financial institutions, and top law firms around the world achieve their security, privacy, and compliance objectives. As a full-service data room platform with global reach, TransCEND capabilities range from basic corporate repositories to global financial transactions. Whether you need to store internal company data, or are engaged in debt and equity financings, mergers and acquisitions, financial restructuring, or are exchanging translation content, TransCEND is the ideal solution.
    Starting Price: $500 per month
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    Vestd

    Vestd

    Vestd

    Share schemes for remarkable teams. Our platform makes it easy to distribute and digitally manage your equity. Built for SMEs by the UK’s share scheme experts. Digital equity management, the ability to issue shares & options instantly, a real time cap table, legal docs, the option scheme designer and shareholder dashboards. Vestd is the UK’s first, most advanced and only regulated digital share scheme platform. Here’s what makes it stand out. Guided setup & lifetime support Equity can be complex, so we provide expert guidance from start to finish. We help hundreds of UK SMEs design tax-efficient schemes every week. Full Companies House integration Vestd is the only platform with full, two-way Companies House integration, which means you can avoid a ton of paperwork. Everything is done digitally. No need to involve lawyers & accountants We have an in-house team of valuations analysts and provide legal docs as part of our service. Share schemes for remarkable teams.
    Starting Price: $130 per month
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    Rocket TRUfusion Enterprise
    Fast and frictionless product design data exchange with your partners. Automated, traceable, secure CAD and PLM data exchange with your customers and suppliers. TRUfusion Enterprise is a simple, cost-effective complementary solution for companies using CAD and PLM systems such as Siemens NX and Teamcenter®, PTC Creo and Windchill™, and Dassault Systemes CATIA, allowing you to easily and securely manage the exchange of CAD files and related product design data from within your PLM system. Rocket TRUfusion Enterprise automates repetitive file-exchange activities between your company and your customers, suppliers, and partners, activities include importing and exporting to different PLM systems; translating CAD data into different formats; checking, restructuring, and renaming files to ensure integrity and quality; sending and receiving data; and tracking key activities. Rocket TRUfusion Enterprise supports or integrates with many CAD and PLM standards and systems out of the box.
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    Directors Desk
    Streamline your board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. Centralized and efficient, Directors Desk software simplifies the sharing of critical information via the web or board meeting app, helping you make meetings held anywhere more productive. Designed to help corporate secretaries and administrators distribute board materials and information and manage meetings efficiently. The platform allows administrators to control what users can see, provides an audit trail, and serves as a central document repository. Using your PC, tablet or smartphone, you can log into your Directors Desk account to view and download the latest board materials, make annotations, respond to votes and surveys, and communicate with your fellow board members within the platform.
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    ELEOptics

    ELEOptics

    ELEOptics

    ELEOptics, founded in 2019, is a company dedicated to advancing optical engineering through innovative software solutions designed to streamline design and collaboration processes. Their product suite includes Ember, a desktop application for dynamic first-order layout and third-order design analysis; Spark, a cloud-based platform that enhances teamwork with version control and project requirements tracking; ARC, an application integrated with Onshape to unify optical and mechanical design teams for seamless opto-mechanical system development; and Aurora, a cutting-edge optical physics library enabling hyperscale simulations with a user-friendly API for rapid iteration. Committed to fostering a strong optical community, ELEOptics also provides a platform for professionals to collaborate and exchange ideas, driving innovation in the field.
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    PROOM

    PROOM

    PROCAD

    Whether you want to exchange documents, talk about them, or coordinate your project tasks: PROOM makes it easier for engineers, project managers, purchasers and just about everyone else working in product-centric companies to exchange large files and communicate with internal and external partners. No emails, no FTP servers, no limits. Share large documents, e.g. from your design department, with project members or purchasers, and never lose track of changes, comments, or versions. Collaborate in teams comprised of internal and external partners without much administrative overhead and use secure project rooms. Empower your business departments to determine who gets to see, edit, and delete which documents. PROOM was specially designed to let engineering companies exchange confidential information in complex project scenarios.
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    Athennian

    Athennian

    Paper Interactive

    Managing legal entities in old software and spreadsheets is hard. Learn why Fortune 1000 and AMLaw 100 law firms trust Athennian to power global entity governance and automate compliance. Athennian + iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another. Streamline day-to-day processes with our cloud-based workspace, and keep transactions organized so you can focus on growing your revenue. Improve accuracy and manage more entities in less time with access to the same entity information, templates, minute books, and other resources in real-time. Cloud platforms offer the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America.
    Starting Price: $6.45 per month
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    CrystalBridge
    At the core of many digital processes are complex ERP (enterprise resource planning) systems that store data for corporate management purposes. Each time digital transformation takes place, these ERP systems and the data they contain must be changed, restructured, archived and recombined. This opens up many opportunities and makes companies fit for the future. Yet every transformation also entails risks. This is why many companies view IT transformation projects as a risk rather than an opportunity. To address this dilemma, we have developed software that implements transformation processes faster, more securely and with significantly fewer errors. As a result, we have successfully implemented over 12,500 projects so far. Mergers and acquisitions allow organizations to ensure their continued growth. A merger also provides the opportunity to optimize processes through internal restructuring measures or by consolidating individual divisions.
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    StartEngine

    StartEngine

    StartEngine

    Discover over a hundred different investment opportunities and invest in the ideas and people you believe in. Diversify your portfolio with startup investments and eventually other types of alternative assets, including real estate and more. Not only are we simplifying startup investing, but we are also working to bring liquidity to you and let you trade your shares with other investors on StartEngine Secondary. On StartEngine, you craft your investment pitch into a web page, raise capital from hundreds or even thousands of investors online, and fund the next phase of your growth with a bigger and stronger community behind you. Companies can raise their first funding round on StartEngine and later give their shareholders the opportunity to trade, all on the same site.
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    CodeTwo Backup for Office 365
    CodeTwo Backup for Office 365 is a desktop application that lets you perform full or incremental backups of selected Microsoft 365 (Office 365) mailboxes and public folders, SharePoint Online and OneDrive for Business sites, as well as Microsoft Teams data. Thanks to the granular recovery feature and advanced search options available for backup storage, you can then choose to restore either entire mailboxes and site collections or only selected types of data, from email folders, calendars, and contacts in Exchange Online or lists and libraries in SharePoint and OneDrive, to individual items like single messages or attachments. CodeTwo Backup for Office 365 allows you to back up on-premises Exchange and SharePoint contents as well. Create offline backup copies of your Microsoft 365 mailboxes and save them to local storage in your company. Run automatic incremental backups to keep users’ mailbox copies up to date.
    Starting Price: $147 per year
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    Find Venture Debt

    Find Venture Debt

    Find Venture Debt

    The complexity of the landscape reinforces our view that “venture debt” is an umbrella term for many types of debt available to startups and other fast-growing businesses. We have identified more than 20 types of venture loans. These range from working capital revolvers to synthetic royalty loans, with most venture lenders providing more than one type. Determining the type of debt that is the best fit for a startup or other fast-growing business is case-specific. The table below provides general guidance for pre-revenue, SaaS, life science, and other businesses that should serve as a starting point for consideration. In the examples, we refer to “equity sponsor,” which means that the company has institutional shareholders such as a venture capital fund or private equity fund. Sponsored companies generally have access to more debt financing options. To obtain debt capital, pre-revenue startups need either collateral or venture capital sponsorship.
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    eHorizon eBoard

    eHorizon eBoard

    Software Technologies

    eHorizon eBoard, our simple yet effective solution provides an online board portal where you can easily create and share board packs, communicate with board members, keep and access board documents from a central place, comment on documents privately and share, chat with members of choice, track company plans and much more. With eHorizon eBoard, your organization’s directors can easily: Meet and join in board meetings through our inbuilt video conferencing module, conduct board & committee evaluations in real-time, track compliance levels across the organization, vote and complete surveys electronically, share annotations electronically anywhere anytime, track milestones of company plans, receive and access board packs instantly, privately share thoughts and collaborate with other members outside of board meetings and search board information from centralized digital storage.
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    DeskDirector

    DeskDirector

    DeskDirector

    With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.
    Starting Price: $97 per month
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    Upcrest

    Upcrest

    ANAND ERP

    Upcrest is a multi-company, multi locations, multi user, multi currency, parameter driven, and customizable software. Easy to install and use. On line help on screen as well as well documented manual is provided. This product can be used for Multiple companies of a group sharing same data e.g. customers, suppliers, items for a group. Data slicing applicable to each company can be done using User rights working of “Upcrest”. This facilitates auto creation of document from one company to another company of a group in case of inter-company transaction. e.g. Purchase Order of one company is the basis for Sales Order for another company in the group. Consolidated Reports can be viewed e.g. Balance Sheet, Profit& Loss Account. Working of “Upcrest” can be shared from Multiple Physical Locations of a company.
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    EnrollmentNow

    EnrollmentNow

    Integrated Software

    EnrollmentNow™ provides employee purchase plan and benefits enrollment for corporations, credit unions and employee benefits administrators. Every year, employees make choices about their employee benefits regarding medical insurance, life insurance and flexible benefits. For years, the process involved printing and mailing forms and guides. Each employee received a thick envelope of information and was asked to complete the many forms and return them for processing. The challenge facing corporations, credit unions and employee benefits administrators is to reduce the cost associated with enrollment. We can help! ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained professionals sharing a tradition of integrity and service to its clients. With over 25 years of experience in providing shareholder solutions to financial services providers and transfer agents.