Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Shareworks offers a comprehensive and unified Equity Management solution tailored for both domestic and international businesses. This platform consolidates all your equity data and teams into a robust global framework designed to foster a culture of equity ownership. With the ability to generate customized reports through an intuitive drag-and-drop interface, teams across your organization can collaborate seamlessly. The platform ensures rapid decision-making support, allowing for the unification of all equity plans, scheduling of reports, and enabling participants to engage with their awards—all from a single interface. Shareworks provides next-generation flexibility and accuracy, empowering you to make more informed decisions. The direct integration with your HRIS streamlines updates related to employee information, payroll tax adjustments, and grant termination proration. Experience the future of equity plan management firsthand by requesting a demo to see all these features in action. In doing so, you'll understand how Shareworks can revolutionize your approach to equity management.
API Access
Has API
No
API Access
Has API
No
Integrations
Utluna
Yes
Canton
No
Clockwork
No
Obol
No
Pave
No
Quanta
No
Slice
No
Taiki
No
Integrations
Utluna
Yes
Canton
Yes
Clockwork
Yes
Obol
Yes
Pave
Yes
Quanta
Yes
Slice
Yes
Taiki
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$3 per month per user
Free Trial
Yes
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
No
Live Rep (24/7)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Equatex
Founded
1999
Country
Switzerland
Website
www.equatex.com/en/our-services/equateplus/
Vendor Details
Company Name
Morgan Stanley
Founded
1931
Country
United States
Website
www.shareworks.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
Equity Management
Cap Table Management
Yes
Deal Management
No
Document Storage
No
ESOP Management
No
Financial Modeling
Yes
Options Management
Yes
Participant Portal
Yes
Portfolio Management
No
Private Equity
Yes
Public Equity
Yes
VSOP Management
No
Valuation Management
Yes
Vesting Management
Yes