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What is Equity Edge Online?

Equity Edge Online represents a cutting-edge, cloud-driven solution that transforms the management of equity plans. This platform not only boosts the effectiveness of employee equity initiatives but also cultivates a sense of ownership within companies, all while granting plan administrators comprehensive control over stock plan accounting, recordkeeping, and operational management. Equipped with modern, integrated tools, it streamlines daily plan activities and includes API connectivity for quick integration with third-party applications like HR and payroll systems. Additionally, Equity Edge Online automates upgrades, reducing the reliance on internal IT resources, while bolstering account security through advanced protective features. By providing automated administrative assistance, it alleviates teams from tedious tasks, enabling them to fully leverage the advantages of their equity offerings, and the turnkey automation simplifies numerous plan-related processes, enhancing everyday management efficiency. Ultimately, Equity Edge Online not only optimizes operational workflows but also empowers organizations to foster a more engaged and motivated workforce, driving overall productivity. The platform stands out as a vital resource for companies aiming to elevate their equity management strategies.

What is Capboard?

Capboard serves as a comprehensive equity management platform designed to assist businesses in maintaining accurate cap tables, centralizing documents, and modeling funding scenarios and exits. Our array of features and services ensures that: - Companies enjoy a singular source of truth for cap tables, funding simulations, and investor communications, with automated management of equity plans that streamlines processes for Finance and HR teams. - Investors benefit from automatic updates to their portfolios and centralized access to all necessary compliance documentation. - Employees gain complete transparency regarding their equity grants, enabling them to model potential exit scenarios, ultimately enhancing retention and satisfaction within the workforce. Additionally, the integration of these tools fosters improved communication among stakeholders, promoting a collaborative approach to equity management.

Media

Media

Integrations Supported

Equidam
Zapier

Integrations Supported

Equidam
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

24$
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Morgan Stanley

Date Founded

1935

Company Location

United States

Company Website

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

Company Facts

Organization Name

Capboard

Date Founded

2022

Company Location

Spain

Company Website

www.capboard.io

Categories and Features

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

Categories and Features

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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