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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

EquatePlus is a secure and user-friendly web-based platform designed for managing both equity and non-equity compensation plans. It facilitates the efficient administration of these plans throughout their entire lifecycle, which encompasses grant notifications, participant choice selections, post-vesting management, and various transaction functionalities. Our platform accommodates a diverse array of plan types utilized globally, such as employee plans, executive plans, performance plans, fund plans, and virtual or phantom plans. Built with a focus on security, our intuitive cloud platform is also flexible and supports 24 languages while being directly connected to banking and brokerage networks worldwide. The robust features and automation capabilities of EquatePlus simplify the process of managing complex plans across different countries. Additionally, it offers full customization to meet the unique needs of your business, along with vibrant communication options for plan engagement. Ultimately, EquatePlus aims to enhance the overall experience of managing compensation plans for both administrators and participants.

Description

No matter if you're launching a new venture or managing a well-established corporation, J.P. Morgan Workplace Solutions offers effective tools to help you monitor your ownership structure and oversee your equity compensation plans effortlessly. With over 15 years of experience in administering equity compensation for some of the largest companies globally, we provide tailored products and services that simplify employee share ownership for businesses of all sizes. Our solutions seamlessly integrate essential data with your stock plan, ensuring that you are maximizing the advantages of stock compensation regardless of your location or plan type. The ease of collaboration among Legal, Payroll, HR, and Compensation & Benefits departments in public companies is greatly enhanced through our services. Additionally, the Global Shares Academy serves as a valuable resource for individuals from diverse industries who wish to deepen their understanding of employee ownership, offering insights into different plan types along with complimentary templates for your use. By engaging with our platform, you not only gain knowledge but also streamline your equity management processes for a more efficient operation.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Equidam No 
Ledge No 
Obol No 
Utluna Yes 
Yuno No 

Integrations

Equidam Yes 
Ledge Yes 
Obol Yes 
Utluna No 
Yuno Yes 

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Equatex

Founded

1999

Country

Switzerland

Website

www.equatex.com/en/our-services/equateplus/

Vendor Details

Company Name

JPMorgan Chase

Founded

2000

Country

United States

Website

www.globalshares.com

Product Features

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Product Features

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Equity Management

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

Alternatives

Alternatives

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