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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CU Share™ offers a wide range of equity processing features that include handling cash and stock dividends, stock splits, exchanges, liquidations, dividend reinvestments, and corporate reorganizations, among other services. ISS Software is committed to delivering top-notch shareholder accounting software along with comprehensive solutions, supported by a team of skilled professionals who uphold a strong tradition of integrity and client service. Furthermore, CU SHARE also ensures complete stock transfer services, proxy services, and corporate action processing in a unified system. ProxyVoteNow facilitates an integrated approach to both telephone and online proxy and consent voting, making the voting process more accessible. Additionally, EnrollmentNow specializes in employee purchase plans and benefits enrollment tailored for corporations, credit unions, and employee benefits administrators, ensuring that all aspects of employee engagement and investment are effectively managed. This comprehensive suite of services underscores CU Share's™ commitment to enhancing shareholder experiences and streamlining equity management processes.

Description

Equity Edge Online is a comprehensive, cloud-based platform that revolutionizes equity plan administration. By enhancing the effectiveness of equity for employees, it fosters a culture of ownership within organizations, while providing plan administrators with complete oversight of stock plan accounting, recordkeeping, and management. The platform offers modern and integrated tools that facilitate daily plan operations, featuring API connectivity for seamless integration with external applications such as HR and payroll systems. Furthermore, Equity Edge Online automates platform upgrades, minimizing the dependence on internal tech teams, and enhances account security with robust protective measures. With its automated administrative support, teams are relieved of burdensome tasks, allowing them to maximize the benefits of their equity plans, and the turnkey automation further simplifies various plan-related processes, making everyday management more efficient. Ultimately, Equity Edge Online not only streamlines operations but also empowers organizations to nurture a more engaged workforce.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Integrated Software

Website

www.shareholderaccounting.com

Vendor Details

Company Name

Morgan Stanley

Founded

1935

Country

United States

Website

www.morganstanley.com/atwork/equity-edge-online

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Alternatives

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