Broadridge Investment Accounting vs Carta

RATING:

5.0

(27)

Broadridge Investment Accounting has 27 reviews and a rating of 5 / 5 stars vs Carta which has 58 reviews and a rating of 4.24 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
5.0 (27)
4.2 (58)
Ease-of-Use
5 / 5
4 / 5
Value for Money
5 / 5
3.5 / 5
Customer Support
5 / 5
4 / 5
Functionality
5 / 5
4 / 5
Last Review Written
July 8, 2023
June 7, 2024
Pros/Cons
  • Pros

  • Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.
  • Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company.
  • Cons

  • I believe that Affirm no longer works with Carta as a result. Every employee’s sell order was accidentally canceled on the day of the equity release.
  • It doesn't work as well internationally. That's a problem as I need comp data for several countries.
Read all user reviews
Pricing Range
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$
$
$
$
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Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos