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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

LoyaltyOptions offers a comprehensive range of tools designed for the effective management and accounting of stock-based compensation and employee ownership initiatives. The functionalities provided encompass: Grant Management: This includes various options such as Employee Stock Options, Restricted Shares, Share Appreciation Rights, Share Purchase Plans, Convertible Bonds, Grant Modifications, and Performance Grants. Financial Reporting: The platform supports compliance with ASC 718 and IFRS 2, offers grant valuations, provides customized disclosures, and utilizes methods such as Black-Scholes, Binomial Valuations, and Monte Carlo Simulations for performance grants. Share Management: Users can effectively manage cap tables, conduct statistical reporting, access a mini-market, and generate share certificates. Administration: Features include role-based security, an employee portal, auditor portal, sandbox environment, what-if scenarios, and time management tools, ensuring robust oversight and flexibility in managing employee equity programs. Overall, LoyaltyOptions empowers organizations to optimize their stock-based compensation strategies efficiently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Equidam
Obol

Integrations

Equidam
Obol

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$1,200 annually
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

JPMorgan Chase

Founded

2000

Country

United States

Website

www.globalshares.com

Vendor Details

Company Name

LoyaltyOptions

Founded

2016

Country

Canada

Website

www.loyaltyoptions.com

Product Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Product Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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