Alternatives to Ownify

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

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    CompUp

    CompUp

    CompUp

    CompUp is a complete compensation management platform that helps rewards teams benchmark, plan, and communicate compensation for fair pay. By consolidating all compensation data and benchmarks, it provides valuable insights, enabling seamless appraisal simulations and end-to-end executive appraisals. Key Product Modules: Survey Management: Centralized management of compensation surveys. Bands: Securely create and share compensation bands by function, family, and level. Simulation: Run budget simulations to determine employee-level increments. Appraisal Cycles: Streamline multi-level budget approvals across business units. People Analytics: Customizable dashboards for data-driven compensation insights. Total Rewards Portal: Communicate compensation package value to employees. Pay Equity Management: Address and ensure pay equity compliance.
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    HomeZada

    HomeZada

    HomeZada

    HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a home maintenance calendar, managing home projects and understanding total homeownership costs with home finances. It also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers. Your home is a big part of your net worth, so instantly stay on top of the changing nature of your estimated home value, home equity, and a 3 year home value forecast. Easily track all the financial details of your mortgage, home insurance, property taxes and any household expenses.
    Starting Price: $79.00/year
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    MBS Highway

    MBS Highway

    MBS Highway

    MBS Highway is a communication tool that will help you improve your batting average and turn more conversations into applications. Every morning, you’ll receive a coaching video from Barry Habib which will help you beat your competition and be a true advisor in this rapidly changing environment. Unique Calculators to easily and clearly show your potential buyer the benefits of homeownership. MBS Highway provides you with Real Estate data for every county in the US, with historical and forecasted rates of appreciation, so you can show your client the financial opportunity that exists in purchasing a home. Access ready-to-use, meaningful content to stay in touch with prospects through the buying process. Stay ahead of the curve with tools to combat current points of friction in an ever-changing market. Show potential buyers the value of homeownership with easy-to-understand analyses.
    Starting Price: $199.95 per month
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    Knock

    Knock

    Knock

    ​Knock offers a first-of-its-kind bridge loan that enables homeowners to purchase their next home before selling their current one. Knock allows access to up to $500,000 of equity from the existing home to cover expenses such as down payments, repairs, moving costs, and even debt consolidation. Notably, the loan is interest-free for up to six months, providing financial flexibility during the transition period. By removing the current mortgage from the new mortgage calculation, buyers can make more competitive, non-contingent offers, increasing their chances in competitive markets. Knock offers up to $35,000 in home prep funds to enhance the sale readiness of the existing property. If the home doesn't sell within six months, Knock provides a purchase offer, ensuring peace of mind with a guaranteed sale price. It collaborates with agents and lenders to streamline the process, aiming to simplify the journey between homes with convenience.
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    Rally

    Rally

    Rally

    We source, verify, and acquire the most noteworthy items from collections and individuals all over the world. We turn that item into “a company” via regulatory qualification, then split it into equity shares. We open an “Initial Offering” on Rally where investors of all sizes can purchase shares & build their portfolio. After 90 days, investors have the chance to sell shares in-app or add to their position on periodic trading days (through registered broker dealers). Browse & explore investments in a way you never have before. We tell the story behind each of the unique investment-grade collectibles including provenance reports, photos, videos, records & receipts, and history, all through an interactive journey that starts at the item’s creation and ends in the palm of your hand.
    Starting Price: $10 per share
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    Roofstock

    Roofstock

    Roofstock

    Founded by pioneers in the single-family rental space, Roofstock has assembled a world-class team of real estate and technology professionals committed to a clear mission. Making real estate investing radically accessible, cost-effective and simple. Roofstock is building the world's leading real estate investment marketplace. Our mission is to make ownership of investment real estate radically accessible, cost-effective and simple. Our platform lets everyone from first-time investors to global asset managers evaluate, purchase and own residential investment properties with confidence from anywhere in the world. Since launch, we've surpassed $4 billion in transactions and continue to disrupt the industry with cutting-edge technology and innovations. Online marketplace for buyers and sellers of investment properties and portfolios. Whole or fractional ownership shares of fully managed investment properties.
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    hBits

    hBits

    hBits

    Rental payments are secured by leave and license agreements that have a lock-in of three to five years. Furnishing and fit-outs of premises are funded by the tenant which ensures tenant - asset stickiness. Security deposit of at least six months provides a buffer period to lease out asset, in event of early exit. A unique and compelling investment to diversify portfolio consisting of traditional equity and debt instruments. Micro-market selection, through analysis of supply-demand dynamics, will guide possibilities of capital appreciation. Contractually rental rates escalate 15% every three years, enabling a boost to the yield of grade a commercial assets. No new or subsequent capital expenditure required for such assets. There are no hidden or unknown expenses involved in owning a preleased asset. Hard asset ownership provides downside protection, compared to other asset classes.
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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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    OpenHouse.ai

    OpenHouse.ai

    OpenHouse.ai

    OpenHouse.ai offers a suite of AI-powered products, OpenPredict, OpenConnect, and OpenFlow, designed to enhance home builders' operations across North America. OpenPredict provides 90-day market demand forecasts, enabling strategic decision-making to increase profits and reduce procurement costs. OpenConnect personalizes the customer experience, transforming digital interactions into guided journeys toward homeownership, increasing lead-to-sale conversions by up to five times, and reducing sales cycle time by 30%. OpenFlow focuses on production optimization, offering strategic insights to decrease possession times and costs, thereby tightening project timelines and ensuring efficient completion. These solutions integrate seamlessly into existing operations, empowering home builders to predict trends, connect with genuine buyers, and optimize production processes, ultimately elevating project standards and profitability.
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    Liquid MarketPlace

    Liquid MarketPlace

    Liquid MarketPlace

    Liquid Marketplace began with our passion for collectible items. As the market matured, we saw tremendous opportunity for growth. We also saw a divide. Growing prices meant die-hard fans and collectors were often priced out. As collectors first, we wanted to change that. We want to make high-valued collectibles accessible to anyone interested in building their collection. To create a level playing field where those who truly appreciate these unique items can own something legendary. We created a large-scale platform where people can buy and sell portions of rare collectibles in real-time, via digitized tokens. You are not buying shares. When you purchase a tokenized portion of a collectible on Liquid Marketplace, you become a genuine co-owner of the collectible. Above all else, we want Liquid Marketplace to be a fun and exciting experience. A place where collectors can make once-in-a-lifetime finds, own a piece of history, and buy, sell, and trade their way to the ultimate collection.
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    Ember

    Ember

    Ember

    View our luxury second-home listings. Or tell us where you'd like to own - and we'll use our market-leading intelligence to guarantee the smoothest path to second-home ownership. We take care of the legal entity formation, bring together co-owners, coordinate escrow and closing, and manage all other sales details. At closing, you and your co-owners enjoy 100% ownership. For the life of your ownership, we manage the property, lawn, maintenance, and repairs. We also coordinate all regulatory filings, mortgage payments, insurance, and property taxes. Congratulations, you can enjoy vacation-home living, the way it was meant to be. Whether the slopes of Park City or the sandy beaches of California, Ember operates in top second-home destinations and is expanding quickly. Ember owners share monthly operating expenses, pro rata. All expenses are passed along at cost, with no markup.
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    Fracsn

    Fracsn

    Fracsn

    Once you select a property, we will help you invest your fraction in the property. We'll take care of the process end to end. Best Real Estate in the market is generally not accessible to individual investors because it requires large investment (typically in Crores) and it must be funded with cash (because loans are not available). In addition, it requires professional due diligence and management to get the best returns out of it. You are investing alongside select set of people who share the common goal with you. With Fracsn's well-defined governance model - you can be assured that your interests are always protected. All the data lives on Fracsn platform so that your investment and sale experience is smooth. Digital First is still supported through government and regulatory compliance.
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    Fraction

    Fraction

    Fraction

    Invest, sell and manage fractional ownership of anything from a small stake in an art piece, a 10% ownership in a city condo to managing your funds investor interest on our world first plug and play platform. From the initial digitisation and fractionalisation of an asset, the initial offering of those fractions to investors, the subsequent trading of those fractions between investors, and anything in between. Whether you are a seller or a buyer, a lender or a borrower, a big company or an individual with limited capital. We also help companies, administrators and promoters manage ownership of co-investments, crowdfunding, pooled capital, and much more. Fraction brings together everything that's required to help you achieve your fractional ownership objectives. We bring together everything that’s required to build solutions for the listing and trading of asset-backed tokens.
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    myhomeIQ

    myhomeIQ

    SOA Labs

    myhomeIQ is helping Real Estate Agents and Loan Officers cultivate clients for life while teaching homeowners how to build wealth through homeownership. With myhomeIQ, Realtors® and Loan Officers can inform, educate, and engage their clients with personalized information about their homes. myhomeIQ will predict which homeowner is likely to move and notify the Realtor® and Loan Officer who helped them purchase their home. myhomeIQ provides Realtors® and Loan Officers with automated marketing tools to generate new leads and grow their business. All of your work in one place: client nurturing, lead generation, predictive analytics, connect with realtors or loan officers, & more.
    Starting Price: $149
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    Optio

    Optio

    Optio

    The premier equity compensation solution for European and multinational companies. Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value. Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance. Navigate grants, exercises, and purchases with our intuitive admin portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data. Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.
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    Total Expert

    Total Expert

    Total Expert

    Purpose-built CRM and customer engagement platform to create growth and loyalty for modern lenders and financial institutions. Record housing prices, rising interest rates, and limited inventory have left borrowers wondering how to secure their dream home. Despite a significant drop in mortgage applications, homeownership continues to be a major investment in America. Total Expert Founder and CEO Joe Welu spoke with Global Markets Reporter Jill Malandrino on ways lenders can keep homebuyers engaged and pursue their dreams of homeownership. The Total Expert platform is built from the ground up with functionality specific to the unique needs of lending and financial institutions. Make digital experiences just as impactful as in-person engagements with a platform focused on personalizing at scale.
    Starting Price: $69 per user per month
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    Fidelity Private Shares

    Fidelity Private Shares

    Fidelity Private Shares

    Fidelity Private Shares is an all-in-one equity management platform designed to automate the key operations of private companies, from incorporation through fundraising, governance, and exit. The platform provides a dynamic and up-to-date cap table and stock ledger, tools to model future rounds and exits, automated workflows for equity issuances, HR and board matters, and a secure data room to store and share documents with customizable permissions. Companies can grant equity to employees, generate ASC 718 reports, track 83(b) elections, manage board and stockholder approvals, and automate legal documents for financing rounds, all in one collaborative hub. For investors and funds, it offers portfolio management capabilities including analytics for IRR and cash-on-cash returns, exit scenario modeling, valuation history, and access to underlying company documents.
    Starting Price: $400 per month
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    EquityZen

    EquityZen

    EquityZen

    EquityZen is a financial technology investment platform and private market marketplace that connects shareholders of private companies (often employees or early investors looking to sell their equity) with accredited investors seeking access to pre-IPO investment opportunities. It simplifies secondary market transactions in late-stage private company stock by providing a clear process and structured investment products that help introduce liquidity to traditionally illiquid private markets and enable participation in the growth of leading private firms. Since its 2013 launch, EquityZen’s marketplace has facilitated tens of thousands of private placements across hundreds of companies, bringing together buyers and sellers and offering pooled investment vehicles and direct share acquisitions to accredited investors. Its tools and network aim to unlock equity compensation value for shareholders while giving investors diversified access to private company shares.
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    SMERGERS

    SMERGERS

    SMERGERS

    At SMERGERS, we define business valuation as a technique used to capture the true value of the business. Common approaches to business valuation include Discounted Cash Flow (DCF), trading comparables, and transaction comparables method. A company is held by two categories of owners, shareholders and debt holders. The value of a pure business that accrues to both categories of owners is called the enterprise value, whereas the value which accrues just to shareholders is the equity value (also called market cap for listed companies). Companies are compared using the enterprise value instead of equity value as debt and cash levels may vary significantly even between companies in the same industry. During an acquisition, depending on whether it is an asset purchase or a stock purchase, the valuation of appropriate elements of the business needs to be carried out. Investment bankers widely use this method to value a company during an acquisition.
    Starting Price: $135 one-time payment
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    Easop

    Easop

    Easop

    Easop is the first globally compliant equity compensation solution. We provide startups and scale-ups with SaaS solutions to offer and manage equity incentives for their global workforce and assistance with tax handling. Companies incentivize their direct employees, EoR employees, contractors, and advisors with equity globally by leveraging Easop’s in-house back office, approved by top-tier law firms. Founders, Finance and HR leaders, and General Counsels can issue new grants, get assistance with tax handling, set up equity grids, send automated board reports and approvals, and instantly access legal information for each geography. Team members get personalized tax and compliance information tailored to their tax residency and contractual status for the first time. Easop covers workers in 70 countries and is expanding quickly.
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    OpenComp

    OpenComp

    OpenComp

    Evaluate how your organization's compensation data stacks up against the market. We help identify cost-to-market as well as actionable plans to stay competitive. Ensure pay equity across your workforce. OpenComp can identify differences in pay equity across gender and ethnicity, so you can act fast to close the gaps. Build multiple organization growth plans for the future, while estimating cash and equity burn for each scenario. Map compensation based on accurate location models. OpenComp helps you adapt your comp philosophy as teams become increasingly distributed. Build fair offers, and qualify compensation requests from potential candidates directly against the market. Market data from any source that’s normalized and indexed daily. Consumer-grade tools to activate compensation in the field. Analytics & insights to track plan performance and trends over time.
    Starting Price: $9 per user per month
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    SliceFair

    SliceFair

    SliceFair

    SliceFair revolutionizes equity management for bootstrapped startups by implementing the proven Slicing Pie framework in an easy-to-use platform. SliceFair automatically tracks and calculates fair ownership based on actual contributions. Log time with custom rates, record investments and expenses, and watch equity shares update in real-time. Perfect for co-founders, early employees, and sweat equity participants. Each project supports unlimited members and contributions, with clear roles and permissions. Track multiple ventures separately, manage project admins, and maintain complete transparency. Start free or unlock unlimited access for $99 per project. No subscriptions, no hidden fees. Just fair equity splitting that grows with your startup.
    Starting Price: $99 one-time fee per project
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    Doorvest

    Doorvest

    Doorvest

    Doorvest helps you identify, purchase, and own your first (or 10th!) rental home for as little as $35k. Generate passive, reliable income from day one. We believe building and retaining wealth through real estate has been the secret weapon of the ultra-wealthy for far too long. 90% of the world’s millionaires have attributed their wealth to real estate investing and yet homeownership rates have gradually declined to all-time lows. Doorvest is on a mission to advance the path to financial independence for the next generation. Own a home, generate passive income, build long-term wealth, accumulate tax breaks, all for as little as $35k. Unlock the advantages of investing in a single-family rental home. Doorvest will guide you every step of the way. Start earning on day one with a resident-occupied home. Gain a steady source of income that is always flowing. Receive multiple tax benefits for rental home expenses.
    Starting Price: $210 per month
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    Koia

    Koia

    Koia

    We source, verify and acquire unique and rare assets. We store each item in safe locations, such as a bonded warehouse for wine and safety deposit box for watches, and take care of insurance. We mint ‘Fractions’ which are linked to the real asset. Each asset can have hundreds or thousands of unique Fractions which can be collected, traded and enjoyed. Fractions will be released for initial sale via our app and one user can purchase up to 100 unique fractions per drop. When you're ready, sell your Fractions via any NFT marketplace, or receive your share of the proceeds when a buyout offer is received and approved by the token holders. We believe in opening up opportunities, from assets to education. Through a fair, open and accessible platform, we’re breaking down traditional barriers and enabling a fractional economy.
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    Masterworks

    Masterworks

    Masterworks.io

    Masterworks is the first platform for buying and selling shares representing an investment in iconic artworks. Build a diversified portfolio of iconic works of art curated by our industry-leading research team. Our research team uses our proprietary data to determine which artist markets have the most momentum. Our acquisitions team locates what we believe is a good piece, at a fair price, and we purchase the work. Wait until we sell the painting to receive your pro rata proceeds, after our fees. We use a proprietary data set to understand which artist markets are accelerating quickly and have the most attractive historical price appreciation rates. As a member, you can access this database for free to do your own research. Once we decide which artist markets are appreciating at auction, our acquisitions team locates and chooses the best example available by value to offer to our members.
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    WOWS Cap Table

    WOWS Cap Table

    WOWS Global

    Simplifying Equity Management. Manage your equity seamlessly through our digital cap table management tool. Increase transparency for stakeholders and always be due diligence ready. Run deal scenarios. Calculate dilution impact.
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    Diligent Equity
    Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.
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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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    Pihr Pay Equity
    With our pay equity platform, you can easily identify, and resolve pay gaps and ensure fair compensation for your employees. Our powerful and easy-to-use software helps you manage pay equity analysis, equal pay audits, and gender pay gap reporting. Become compliant in minutes. Our experts can help you with everything around fair pay and organizational structure with the aim of achieving full pay equity. We can help you meet the legal requirements for pay equity globally. With customers using our software in more than 90 countries, we have both global reach and local expertise regarding legal requirements. We help organizations close the gender pay gap and achieve pay equity through market-leading technology and advisory services. Today, our powerful software is used in more than 90 countries and analyses more than 2 million salaries annually. Together with more than 500 clients, we are committed to making a positive change toward workplace fairness.
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    Dibbs

    Dibbs

    Dibbs

    All collectibles are vaulted and insured. We procure, store, and insure iconic collectibles in third-party custodial vaults at no added cost. Leveraging the power of the blockchain, we mint physical collectibles as NFTs to enable instant, low cost trading. We break down each token into fractions, empowering you to trade your favorite collectibles on any budget. Our 24/7 marketplace enables you to collect and purchase fractionalized assets in real-time, while also enabling you to submit, fractionalize and sell your own collectibles. We take care of the shipping costs, vaulting, insuring & minting your asset as an NFT on the blockchain. All at no cost to you. Sell directly into existing asset markets or we'll work with you to create a new fractional market for your asset. We will market your Drop via social media channels, live streams, email blasts and sending notifications to our users.
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    Ratio

    Ratio

    Ratio

    Reimagining technology procurement and funding by combining payments, predictive pricing, financing, and a seamless quote-to-cash process into one platform. Flexible payment options to close faster, embedded into sales. Get funded now leveraging your existing recurring revenues. Get paid now even though customers pay later. Align payments to Ratio with customer payments. Unlock capital for growth from your own assets without dilution or debt. No monthly payments are required for Ratio unlike venture debt and revenue-based financing. Pick and choose which contracts to sell based on your cash flow needs. The Ratio team is made up of experienced SaaS and finance executives, serial entrepreneurs, builders, and dreamers. Equity is a critical piece to building your company and compensating your team. Taking strategic capital from Ratio involves no dilution from selling equity or issuing warrants.
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    ShareForce

    ShareForce

    ShareForce

    ShareForce is a web-based platform that brings automation and simplicity to employee incentive management. ShareForce offers a comprehensive solution integrating HR, CRM, payroll, and communication systems. Perform audit-ready plan valuations and performance calculations. Generate reports in real-time. Account for your cash or equity plans while staying 100% IFRS / GAAP compliant. Generate expense and disclosure reports with ease. Gain access to a highly skilled deployment team dedicated to providing a stress-free migration process. Track and manage the award lifecycle and communicate with staff. This includes share plan administration, issuances, elections, vestings and settlements. Through an easy-to-use, secure portal, your employees can accept and exercise awards and view the company’s share price to determine their stake in the business. Design and test equity or cash incentive plans, including long and short-term performance-driven plans.
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    altshare

    altshare

    altshare

    altshare is an equity management platform built for entrepreneurs that delivers end‑to‑end automation across every stage of your cap table and equity workflows. Its Smart Cap Table engine automates spreadsheet updates, ensuring precise, real‑time tracking of share counts, ownership stakes, and dilution with zero manual errors. Waterfall Modeling lets you map and optimize exit scenarios, while SBC Expenses automates ASC 718/IFRS 2 reporting, for instance, compliant expense analyses. Custom Equity Plans streamline grant issuance, vesting schedules, and compliance, and Funding Scenarios help you simulate fundraising rounds to accelerate growth. Integrated 409A and ASC 820 valuation services generate defensible, paper‑ready deliverables in minutes, and the Shareholder Representative solution secures M&A transactions with expert oversight. Portfolio Management consolidates stakeholder views and performance metrics, and seamless data integration imports your existing records in one click.
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    Capboard

    Capboard

    Capboard

    Capboard is an equity management solution helping companies keep their cap table up to date, have all documents in one place, simulate funding rounds and exits, and much more. With our suite of tools and services: - Companies have a one source of truth for their cap table, simulations and investor updates. Equity plans are managed on autopilot, saving HR and Finance time. - Investors have their portfolio updated automatically, and all compliance documents and reporting in one place. - Employees have full visibility on their equity grants and can simulate exit scenarios, increasing their retention.
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    Shareworks

    Shareworks

    Morgan Stanley

    Shareworks is a complete and integrated Equity Management solution for domestic and global companies. Bring all your equity data and teams together with a powerful global engine that will help you build a culture of equity ownership. Create custom reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. Unify all your plans, schedule reports, and allow your participants to act on their awards all within the same platform. Shareworks gives you the next-generation flexibility and precision to make smarter decisions. Direct syncing with your HRIS simplifies updates to employee information, payroll tax integration and grant termination proration. Take a look into the future of your equity plan management with a demo.
    Starting Price: $3 per month per user
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    PackHedge™

    PackHedge™

    FinLab Solutions SA

    PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
    Starting Price: $5,000 per year
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    Evergrow

    Evergrow

    Evergrow

    Tell us about your upcoming projects. We'll provide quotes to monetize the tax credits they qualify for. When you're ready, we’ll provide a firm, bankable commitment to monetize your tax credits. We handle due diligence in-house, cover most closing costs, and guide you through the process with our software portal. Rather than listing your credits and hoping for a bid from a seller, you interface directly with Evergrow and get an offer for your credits. We establish a firm price, diligence your project, and manage the transaction through to final payment. Evergrow does not make equity investments or lend. We are focused on the monetization of renewable energy tax credits through the inflation reduction act’s transfer provisions.
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    LotVue

    LotVue

    ECI Software Solutions

    Residential home builders can engage and convert more home buyers online while managing their lot inventory more efficiently. Land developers can better manage their lots and streamline communication with home builders with our lot management software. Say goodbye to static maps, clunky website experiences, and cumbersome reporting that limit your potential revenue. Our builder lot inventory management system equips your marketing, sales, and operations teams with the tools they need to make the biggest impact. Accelerate purchase decisions by providing home buyers transparency and self-service capabilities. Provide home buyers with real-time information: availability, price, and floor plans. Collaborate with key stakeholders and share information easily, securely, and selectively. Provide instant and contactless payment options customers have grown accustomed to over years of digital shopping.
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    EquityPath

    EquityPath

    EquityPath

    Identify, measure, and correct potential wage disparities across races/genders among similar workers based on their individual pay records. Make adjustments quickly in response to potential discrimination problems and design an equitable Reduction-In-Force (RIF) process, including layoffs and furloughs, that is fair and less prone to litigation. EquityPath RIF is a web-based software specifically designed for analyzing equity issues related to Reduction-In-Force (RIF), including layoffs and furloughs. It combines an interactive user interface, sophisticated econometric models, and easy-to-digest dashboard to identify, measure, and correct potential discriminative behaviors across races/genders among similar workers. EquityPath RIF allows you to make adjustments quickly in response to potential discrimination problems and design an equitable RIF process that is fair and less prone to litigation.
    Starting Price: $21 per month
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    Manor

    Manor

    Manor.care

    Homeownership begins with expectations of shelter, comfort and relaxation, but it evolves into constant care for your house. A typical home maintenance checklist has hundreds of seasonal tasks, and the average home has nine pending repairs. Even the “smartest” home demands plenty of elbow grease. Manor makes it easy to manage the upkeep of your home. Whether you prefer DIY or premium service, Manor saves you time and money and lets you do you. Every home is as unique as its owner. Manor creates a tailored maintenance plan for your home. The plan is tweaked as needs evolve. You can pass the plan along with the keys when it’s time to sell your home. If you’re handy, DIY for free. Or tap to request premium service and your home maintenance concierge will coordinate with Manor-vetted pros. They’re reasonably priced and the best at their craft. Either way, you always have a record of what was done.
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    ReverseVision LOS

    ReverseVision LOS

    ReverseVision

    ReverseVision® (RV LOS) is the leading reverse mortgage origination software in the industry, providing a full-service solution from proposal to post-closing. Reverse mortgages provide access to home equity wealth to adults 55+ while allowing lenders to close low-risk loans. RV LOS delivers reliable reverse mortgage product quotes, documents, processing, and underwriting ability while allowing brokers, lenders, and investors to utilize the same user interface. Integrate HECM and private reverse products into your lending portfolio and increase cash flow for you and your borrowers today.
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    EquatePlus

    EquatePlus

    Equatex

    EquatePlus is the secure, easy to use web-based platform for your equity and non-equity based compensation plans. EquatePlus powers the effective administration of equity and non-equity based plans throughout the entire plan life cycle including grant communication, participant preference elections and post vesting administration as well as transaction features. We support a wide range of plan types used across the world, including all employee plans, executive plans, performance plans, fund plans and any virtual or phantom plans. Our cloud platform is intuitive, flexible, and has security at its core. It is available in 24 languages and directly linked with banking/brokerage networks across the world. The powerful capabilities, features and automation of EquatePlus ensure administering complex plans across borders is a breeze. It is fully customisable to your business and packed with engaging plan communication options.
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    Cogendi

    Cogendi

    Cogendi

    We cover all asset classes, which means you have one cohesive platform for global views of your portfolio, computations using specific metrics for each asset class, & performance and analytics by the grouping relevant to you. Using the specific metrics for each class, we compute the performance components of your multi-asset classes portfolios. We cover listed equities, fixed income products, shares of long-only funds and of share classes or series of hedge funds, cash and short terms instruments, currency forwards, Private Equity and Real Estate investments, either through partnerships or directly, futures and options. You can also define your own investments structure. You can view and analyze in detail your positions for any period, at granular level or grouping them according to what’s relevant for you: by asset classes, sectors, regions, asset manager, strategy level, and by any custom criteria defined by you.
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    Lofty

    Lofty

    Lofty AI

    A seller submits their property to be sold on the Lofty marketplace. The property is either approved or denied based on factors like occupancy status, condition, location, rental history, and more. Once approved, the property is put under contract by a newly formed LLC. The LLC is then tokenized into individual $50 tokens on the Algorand blockchain. A professional property inspection company will inspect the property and provide a report. If repairs are needed, the seller will make the repairs before closing or provide a credit to the LLC. The property is listed on the Lofty marketplace. Once the property is fully funded, the LLC will close on the property with the Title Company and the deed will be transferred to the new LLC.
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    RealT

    RealT

    RealT

    For the first time, investors around the globe can buy into the US real estate market through fully-compliant, fractional, tokenized ownership. Powered by blockchain. Ownership of each property is distributed across a finite number of representative tokens. Based on token share, owners can collect revenue from rent, and vote on property decisions. Real estate can’t directly be tokenized, but legal entities can. Each property is owned by company (either an Inc or an LLC). Each company is tokenized as a unique set of RealTokens and made available for purchase. Each RealT property has a property management company managing the property on RealToken owners behalf. The property management company sources tenants, collects rent, and manages repairs, so the diverse group of RealToken owners don’t have to.
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    Morty

    Morty

    Morty

    Morty is an all-in-one mortgage platform built to help brokerages and loan officers launch, operate, and scale home-financing businesses from day one. It delivers a full tech stack, including Point-of-Sale (POS), Loan Origination System (LOS), a pricing engine, and a “storefront” for borrower interactions, plus access to a network of 25+ lenders and a variety of loan types (purchase, refinance, HELOC, home-equity, second home, primary home, and investment properties). Morty puts AI and automation at the core: its built-in AI tools (such as “Rosey AI”) streamline and automate paperwork, verify assets, review documents, and accelerate processing, reducing manual workload and error risk. It handles regulatory compliance, licensing, disclosures, and back-office operations so users don’t need to build infrastructure or hire operations staff from scratch.
    Starting Price: $159 per month
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    Yield Asset

    Yield Asset

    Yield Asset

    Stock market, mutual fund and real estate prices move differently. Hence, a rented office investment in the portfolio reduces effects of economic shock and market meltdowns. Potential to provide an inflation hedge since rents can adjust for inflation with pre-agreed increment in rentals. Office investment with contracted multi-year leases with fixed rentals provides stable income stream. Yield Asset simplifies commercial real estate investing, giving members access to vetted commercial real estate opportunities with the potential to generate income. Our team has deep knowledge and combined experience of 100+ years in real estate investment, finance, and development. To be the most trusted platform with asset-level transparency and ease of liquidity.
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    LendingTree

    LendingTree

    LendingTree

    We bring the lenders to you so you can shop and compare personal loan offers in minutes. LendingTree is the nation's leading online loan marketplace, empowering consumers to compare-shop across a full suite of loan and credit-based offerings. By providing an online marketplace, LendingTree connects consumers with multiple lenders that compete for their business, offering an array of loan types, including mortgages, home equity loans, auto loans, and personal loans. Since its inception, LendingTree has facilitated more than 65 million loan requests. Through LendingTree, consumers receive free monthly credit scores and access to a network of over 500 lenders offering home loans, personal loans, credit cards, student loans, business loans, home equity loans/lines of credit, auto loans, and more. Instead of sharing information with multiple lenders, fill out one simple, secure form in five minutes or less.
    Starting Price: Free
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    Sprinque

    Sprinque

    Sprinque

    Business buyers expect the flexibility to pay 7, 15, 30, 45, 60, or 90 days after purchase. We assign a credit limit in real time for your international buyers and manage all collections. You set it up once for all territories, eliminating all manual work and risk. Seamlessly offer your buyers the payment terms they need to complete their purchase. Sprinque’s revolving credit line incentives quicker purchasing and more frequent ordering. Don’t worry about late payments or cash flow. We pay you instantly and take care of collections in a way that works best for your buyers. Use the service fully manually offline, via your preferred e-commerce plugin or design your own payment experience with our APIs. We adapt to the way you work. Sprinque conducts a real-time credit risk assessment during your onboarding process to approve buyers for terms before they start purchasing, not after.
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    RealX

    RealX

    RealX

    Property is the biggest asset class that everyone invests in, irrespective of their wealth. Apart from involving bulk money, property investing process has traditionally been very complicated and involved. New age property investing must be an experience on par with other assets. No Compliance burden as we don't hold the asset in an SPV. Property Due Diligence and Commercial Reports from established empanelled 3rd party organisations. RealX platform uses PropChain its own Private BlockChain Network, to securely record all property co-ownerships and any claims marked on them by our partner financial institutions. Fractional ownership is a method in which a property (or any other asset) is co-owned by several unrelated parties.