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Diligent Equity Alternatives

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Overview
Alternatives
Diligent Equity

Best 15 Diligent Equity Alternatives

Diligent Equity

Diligent Equity

3.7
(12)

Pricing: Available upon request

Free trial
Free version
On this page
  • Top Alternatives Preview
  • Alternatives

Preview of Top Diligent Equity Alternatives

Main Product
Diligent Equity

Diligent Equity

3.7
(12)

Ratings Breakdown

  • 3.75Ease of use
  • 4.17Value for money
  • 4.33Customer support
  • 3.42Functionality

Pricing

Available upon request

Top Alternative
Morningstar Direct

Morningstar Direct

4.1
(154)

Ratings Breakdown

  • 3.77Ease of use
  • 3.89Value for money
  • 4.18Customer support
  • 4.30Functionality

Pricing

Available upon request

Top Alternative
ICONOMI

ICONOMI

4.5
(44)

Ratings Breakdown

  • 4.66Ease of use
  • 4.30Value for money
  • 4.11Customer support
  • 4.25Functionality

Pricing

Available upon request

Top Alternative
Exirio

Exirio

4.8
(30)

Ratings Breakdown

  • 4.83Ease of use
  • 4.88Value for money
  • 4.85Customer support
  • 4.67Functionality

Pricing

Available upon request

Top Alternative
Human Interest

Human Interest

4.0
(32)

Ratings Breakdown

  • 4.09Ease of use
  • 3.74Value for money
  • 3.71Customer support
  • 3.97Functionality

Pricing

Starting at $80.00 per month

Top Alternative
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Ratings Breakdown

  • 4.63Ease of use
  • 4.57Value for money
  • 4.33Customer support
  • 4.59Functionality

Pricing

Starting at $249.00 per month

Diligent Equity Alternatives

Morningstar Direct

Morningstar Direct

4.1
(154)

Pricing: Available upon request

Free trial
Free version

Features Comparison

88%

Unique Features for Morningstar Direct

  • API
  • Benchmarking
  • Client Management
See All

13%

Shared Features with Diligent Equity

  • Data Import/Export
  • Modeling & Simulation

Integrations Comparison

100%

Unique Integrations for Morningstar Direct

  • Excel Add-ins
  • Microsoft Excel

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Morningstar Direct Screenshots
ICONOMI

ICONOMI

4.5
(44)

Pricing: Available upon request

Free trial
Free version

Features Comparison

88%

Unique Features for ICONOMI

  • API
  • Client Management
  • Cryptocurrency Sending & Receiving
See All

12%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Fund Management

Integrations Comparison

0%

Unique Integrations for ICONOMI

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See ICONOMI Screenshots
Exirio

Exirio

4.8
(30)

Pricing: Available upon request

Free trial
Free version

Features Comparison

88%

Unique Features for Exirio

  • Bonds/Stocks
  • Financial Analysis
  • Investments Tracking
See All

13%

Shared Features with Diligent Equity

  • Data Import/Export

Integrations Comparison

100%

Unique Integrations for Exirio

  • Plaid

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Exirio Screenshots
Human Interest

Human Interest

4.0
(32)

Starting Price: $80.00 per month

Free trial
Free version

Features Comparison

76%

Unique Features for Human Interest

  • Accounting
  • Activity Dashboard
  • Compliance Management
See All

24%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Data Import/Export
See All

Integrations Comparison

0%

Unique Integrations for Human Interest

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Human Interest Screenshots
WOWS Investment Portal

WOWS Investment Portal

4.7
(97)

Starting Price: $249.00 per month

Free trial
Free version

Features Comparison

86%

Unique Features for WOWS Investment Portal

  • Accounting
  • Activity Dashboard
  • API
See All

14%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Data Import/Export

Integrations Comparison

0%

Unique Integrations for WOWS Investment Portal

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See WOWS Investment Portal Screenshots
SeedLegals

SeedLegals

4.9
(83)

Starting Price: £49.00 per month

Free trial
Free version

Features Comparison

92%

Unique Features for SeedLegals

  • Activity Dashboard
  • Activity Tracking
  • Compliance Tracking
See All

8%

Shared Features with Diligent Equity

  • Data Import/Export

Integrations Comparison

0%

Unique Integrations for SeedLegals

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See SeedLegals Screenshots
DealCheck

DealCheck

4.8
(38)

Pricing: Available upon request

Free trial
Free version

Features Comparison

80%

Unique Features for DealCheck

  • Benchmarking
  • Cash Flow Analysis
  • Client/Property Matching
See All

20%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Data Import/Export
  • Deal Management
See All

Integrations Comparison

100%

Unique Integrations for DealCheck

  • RentCast

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See DealCheck Screenshots
Avestor

Avestor

5.0
(8)

Starting Price: $600.00 per month

Free trial
Free version

Features Comparison

57%

Unique Features for Avestor

  • Activity Dashboard
  • Fee Management
  • Investments Tracking
See All

43%

Shared Features with Diligent Equity

  • Client Portal
  • Data Import/Export
  • Fund Management

Integrations Comparison

0%

Unique Integrations for Avestor

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Avestor Screenshots
Vestd

Vestd

4.9
(97)

Starting Price: £25.00 per month

Free trial
Free version

Features Comparison

84%

Unique Features for Vestd

  • Activity Dashboard
  • Activity Tracking
  • Audit Management
See All

16%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Deal Management
See All

Integrations Comparison

0%

Unique Integrations for Vestd

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Vestd Screenshots
InvestNext

InvestNext

4.8
(20)

Pricing: Available upon request

Free trial
Free version

Features Comparison

81%

Unique Features for InvestNext

  • Accounting
  • API
  • Audit Trail
See All

19%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Data Import/Export
See All

Integrations Comparison

100%

Unique Integrations for InvestNext

  • Constant Contact
  • HubSpot CRM
  • Zapier

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See InvestNext Screenshots
Agora

Agora

4.5
(12)

Starting Price: $749.00 per month

Free trial
Free version

Features Comparison

79%

Unique Features for Agora

  • Activity Tracking
  • Client Management
  • Compliance Tracking
See All

21%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Data Import/Export
See All

Integrations Comparison

100%

Unique Integrations for Agora

  • Salesforce Platform
  • Zapier

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Agora Screenshots
Roundtable

Roundtable

5.0
(9)

Starting Price: €5000.00 one time

Free trial
Free version

Features Comparison

75%

Unique Features for Roundtable

  • Client Management
  • For Investment Advisors
  • Investments Tracking
See All

25%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Client Portal
  • Fund Management

Integrations Comparison

0%

Unique Integrations for Roundtable

  • No unique integrations

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Roundtable Screenshots
Stessa

Stessa

4.5
(103)

Starting Price: $15.00 per month

Free trial
Free version

Features Comparison

92%

Unique Features for Stessa

  • Accounting
  • Analytics
  • Bank Reconciliation
See All

8%

Shared Features with Diligent Equity

  • Alerts/Notifications
  • Data Import/Export
  • Modeling & Simulation

Integrations Comparison

100%

Unique Integrations for Stessa

  • AppFolio Property Manager
  • Docusign

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Stessa Screenshots
Carta

Carta

4.2
(62)

Pricing: Available upon request

Free trial
Free version

Features Comparison

85%

Unique Features for Carta

  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
See All

15%

Shared Features with Diligent Equity

  • Data Import/Export
  • Deal Management
  • Fund Management
See All

Integrations Comparison

100%

Unique Integrations for Carta

  • Deel
  • QuickBooks Online Advanced
  • Rippling
See All

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Carta Screenshots
Ledgy

Ledgy

4.9
(29)

Starting Price: €3.00 per month

Free trial
Free version

Features Comparison

69%

Unique Features for Ledgy

  • Cap Table Management
  • Compliance Management
  • Document Management
See All

31%

Shared Features with Diligent Equity

  • Client Portal
  • Data Import/Export
  • Deal Management
See All

Integrations Comparison

100%

Unique Integrations for Ledgy

  • BambooHR
  • Docusign
  • Microsoft Entra ID
See All

0%

Shared Integrations with Diligent Equity

  • No shared integrations
See Ledgy Screenshots