Solium shareworks is a cloudbased equity compensation administration platform. Whether you need fulltime coverage, parttime help, or need a team, our model will support you. Like most people in stock plan administration, marcos sort of fell into it. Global shares provide marketleading equity administration software and services to clients from a wide range of industrys around the world. Ast continues to be a longstanding partner to companies in providing exceptional experiences to plan participants through both managed, fullservice engagements and saas.
Companies can manage the administration of investor shares and employee stock. Eeo has unmatched choice and flexibility that adapts as your company evolves. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based, whatever your plan type, youre maximizing the benefits of stock compensation. May 08, 2014 the plan management optiontrax system optiontrax stock plan administration is a cloudbased system that caters to mid and smallcap companies with full administration, tax, audit and asc 718 reporting capabilities, and has a participant portal t. As of june 14, 2019, group five stock plan administration benchmark study and financial reporting benchmark study rated equity edge online highest in loyalty and overall satisfaction for the eighth consecutive year 20122019 among all plan sponsors who use a commercial system to manage the recordkeeping of their stock plans inhouse. Our team works with your existing equity system to provide you with a wide range of services, no matter what your size or need. Transform your equity plan administration with our industryleading technology. Automatic platform upgrades without reliance on your technology team. Join the global shares community trusted by some of the biggest names in business, our employee equity management products help engage workers in more than 100 countries using. The transaction capabilities of the platform give both you and your participants full visibility into the process, and you can configure the site to your needs at. Designing and administering equity compensation plans is a challenge for many companies. Equity plan management software shareworks by morgan stanley. Designed specifically for companies using transcentives express options and express stock purchase equity compensation plan administration software, it fully automates what until. Our equity compensation management software provides.
Compare the best equity management software in the uk. Ubs equity plan advisory services ubs united states of. We are the central hub of the equity compensation industry. Processing we work within your stock plan system to keep it updated and accurate. Patti brings over 20 years of experience in equity plan administration. Perched on top of our 12 best equity management software list is carta. When it comes to managing equity awards and grants, life can get complicated. Easi is the largest independent stock plan software company in the world. Ubs equity plan advisory services ubs united states of america. Comptraks equity plan management platform brings simplicity, visibility and security to help you better manage your equity plans.
The certent team has always put our customers first, and as much as we look forward to bringing our global finance community together, our priority is to protect the health and wellbeing of our customers, partners, and employees. Carta formerly eshares is an ownership and equity management platform trusted by thousands of. Shareworks unifies all your plans, delivering nextgeneration flexibility and precision so you get the trusted data and. Admin equity plan challenges shareworks by morgan stanley. Certent improves productivity and tightens compliance with. Easi updates stock plan administration software 23 march. Definition of equity administration solutions in the dictionary. Equity plan managment software and services on vimeo. Easi simplifies and streamlines complex equity compensation management, compliance, and analysis for both public and private companies.
Capshares is a cloudbased cap table and equity management platform. Carta equity management solutions equity plans, cap. Our team handles all of the processing to make sure your daily plan administration needs are taken care of. Our goal is to provide you with the best equity administration software possible. Streamline your equity plans and report to financial authorities with absolute confidence. Carta combines equity plan administration software and transfer agent services in one platform, making it simple to. We can tailor our services according to our clients needs. Support for many equity vehicles with full accounting, recordkeeping, and administration support. Easi, an independent stock plan management software company, released the first of three planned releases for 2009. We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with. Partialservice plan administration if your plan is simple with few participants, you might want to consider our partialservice plan administration. What started as a bit of contract work soon became a lifelong professional passion for marcos. Assuming, as achaessa noted, you meant a stock option plan rather than an employee ownership plan, optiontrax. At bank of america merrill lynch, we understand your need for a total equity compensation plan that creates value for your company and its employees.
Whether you offer stock options, restricted stock, stock appreciation rights or stock purchase plans, this application is a must for dynamic, large volume stock incentive programs. Dec 19, 2014 global shares provide equity plan administration for companies all over the world. Equity edge online stock plan administration platform. We bring simplicity in equity compensation administration, experience in participant services, and excellence in global service delivery to our clients stock plan administration. Equity point the industry hub for equity compensation and. Shareworks is a complete and integrated equity management. Equityeffect is the only fullyintegrated portfolio and cap table management platform. The certent team has always put our customers first, and as much as we look forward to bringing our global finance community together, our priority is to protect the health and wellbeing of. Weve released a completely redesigned business plan software system in all equitynet entrepreneur accounts in this new software release we made the following enhancements for. Equity management software gust equity management is. Let us show you how with a quick demo of our software. New equitynet business plan software equitynet blog. Whether you offer stock options, restricted stock, stock appreciation. List of top stock option plan administration software 2020.
The best stock option plan administration solutions for small business to enterprises. In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity administration platformknown today as shareworks. Morgan stanley corporate benefit access knowledge center. Designed specifically for companies using transcentives express options and express stock purchase equity compensation plan administration software, it fully automates what until now have been largely manuali. Solium equity plan management software equity solutions. Certents equity administration platform simplifies and streamlines the crucial aspects of stock administration and reporting. As a comprehensive softwareasaservice equity plan management software, shareworks supports share and money movement. Optiontrax equity plan management software that takes the headaches out of administration. Find the best equity management software for your business.
Rely on our experience, technology and resources to design and manage a successful plan, including. The national association of stock plan professionals is the largest and oldest professional association for the stock and executive compensation community, with over two. Equally important is ensuring smooth administration of those plans. Restricted stock awards and units performance awards and units. Efficient administration and accounting for your companys equity plan. Coming in next is solium shareworks, an equity management tool. Certent improves productivity and tightens compliance with innovative software and a dedicated team of industry experts. Equitytracks employee plan services allow issuers and investors to manage their employee plans online while synchronizing share distribution with the transfer agent. In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity. Information and translations of equity administration solutions in the most comprehensive dictionary definitions. This comes from delivering an excellent service and experience for your employees, while eliminating your administration difficulties. Companies that rely on easis software now have the ability to flag grants with a continue to vest after termination provision, according to a press release. Whether you are just starting a plan or have a very complex plan, optiontrax is your answer.
Equity management software carta equity management. Its our mission to make sure equity plans are more valued, by both plan sponsors and participants. Whether you need occasional assistance or fullservice support we can give you the support you need. The equity management tools that come with the solution make quick work of valuations while keeping stakeholders in the know regarding their company stake. Flexibility and choice for your employee equity plans. Stock option plan administration software optiontrax. Patti began her career working at ast equity plan solutions as a relationship manager and went on to manage the implementation team. Etrade corporate services industrys best stock plan. For a brief introduction equity plan managment software and services on vimeo. Pattis most recent position was a senior stock plan administrator at equitycomp associates. Equity compensation plans bank of america merrill lynch. Equity plan administration manages employee ownership as a key factor to motivate. Patti began her career working at ast equity plan solutions as a relationship manager and. Certent equity compensation management simplifies and streamlines all the crucial aspects of your stock administration process.
Global shares provide equity plan administration for companies all over the world. Our software is an efficient and secure solution allowing you to view investor documents, vesting schedules, and more. Proprietary technology that puts the control of your entire stock plan program right at your fingertips. We integrate key data seamlessly with your stock plan, ensuring that wherever. Establishing a powerful link between your companys administration software and our participant services allows you to retain control over your data, while providing you with such. Equity edge online stock plan administration platform etrade. For our plan sponsors, we strive to make plans more efficient and easier to manage. Ubs corporate employee financial services enhances. Serves as an operationslevel property management software administrator. National association of stock plan professionals naspp. Equity awards administration solutions designed just for you. For over 40 years, ast has been a partner to north american companies in providing exceptional experiences to plan participants through both managed fullservice.
To learn how morgan stanley can support your company, please contact us today. Equity point the industry hub for equity compensation. Equity administration software shareworks by morgan stanley. Equity plan administration our fullservice equity plan administration solution gives you the flexibility to implement a program thats best for your company.
No matter what a client seeks stock plan staffing or outsourcing, plan design and education, equity accounting, special projects, or technology and software solutions we are the onestop shop and gateway to the best solutions for your stock plan needs. Carta combines equity plan administration software and transfer agent services in one platform, making it simple to manage employee and nonemployee equity in one place. As a comprehensive compensation management solution. Best for vcs and pe firms, carta makes it easier for equity holders in. Request a free demo to find out more about our other products and services. Optiontrax is the leading solution for managing your employee stock plans. Oracle s peoplesoft enterprise stock administration automates the management of todays equity compensation plans. Making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that. Employee and nonemployee equity tracking can also be done through the systems equity plan administration feature while being able to move agent services. Equity administration software solutions global shares.
The plan management optiontrax system optiontrax stock plan administration is a cloudbased system that caters to mid and smallcap companies with full administration. Easi simplifies and streamlines complex equity compensation. May 23, 2018 making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that. Equity plan solutions are increasingly important to a companys ability to attract and retain top talent. Jcpenney hiring equity plan administrator in plano, texas. As a comprehensive compensation management solution, our equity plan management solution allows you to centrally manage your end to end process, from grants such as rsus, psus, options, through to vesting and proxy reporting. Stock plan administration outsourcing equity compensation. We provide you a suite of tools to manage the plan yourself, with limited support from our team. Optiontrax through technology, education, and support we simplify your equity administration. Participants manage their accounts via our employee online web site. No matter what a client seeks stock plan staffing or outsourcing, plan design and education, equity accounting, special projects, or.
We simplify your equity plan administration with a range of unrivaled. Partialservice plan administration if your plan is simple with few participants, you. Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help. While offering a plan helps you create an ownership culture, managing that plan requires strong support.
357 1463 1265 631 919 480 1315 762 1214 894 1090 1247 1241 1401 225 807 464 1371 697 297 144 585 208 956 1574 1414 377 445 296 1218 79 749 917 25 778 655 219 852 759 1390 1154 1403 1461