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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 Diligent Equity?

Diligent Equity is set to become the essential platform for investors looking to effectively oversee their portfolios and cap tables. Enhance your investment management, portfolios, and LP relationships with greater accuracy and insight. Eliminate the frustrations of unreliable data and gain a comprehensive understanding of your fund’s performance. With Diligent Equity's real-time investment performance tracking, you’ll have a singular source of truth for your entire portfolio, independent of the cap table software utilized by your companies. Monitor fund performance through a unified dashboard that displays key metrics such as investment multiples and IRRs. You can swiftly access up-to-date information about your current investments, cap tables, waterfalls, and valuations. Additionally, keep tabs on company KPIs for your portfolio firms throughout the investment journey, from initiation to exit. Diligent Equity also provides managed services that ensure your cap tables and KPIs for portfolio companies are consistently updated and free from errors, giving you peace of mind in your investment management. This comprehensive approach allows investors to focus on strategic decisions rather than administrative burdens.

Media

Media

Integrations Supported

Rayven

Integrations Supported

Rayven

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Diligent

Date Founded

1994

Company Location

United States

Company Website

equityeffect.com

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

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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