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What is J.P.Morgan Workplace Solutions?

Whether you are starting a new business or overseeing a long-standing enterprise, J.P. Morgan Workplace Solutions provides powerful tools to help you manage your ownership structure and implement your equity compensation plans with ease. With a wealth of over 15 years of expertise in administering equity compensation for some of the world's largest firms, we deliver customized products and services that simplify employee share ownership for organizations of any scale. Our solutions integrate crucial data with your stock plan, helping you leverage the benefits of stock compensation no matter where you are or which type of plan you have. Furthermore, our services significantly improve collaboration among Legal, Payroll, HR, and Compensation & Benefits teams within public companies. In addition, the Global Shares Academy is an excellent resource for professionals across various sectors looking to enhance their knowledge of employee ownership, offering guidance on different plan types along with free templates to assist you. By utilizing our platform, you not only acquire valuable insights but also optimize your equity management processes, resulting in a more streamlined and effective operation. This holistic approach ensures that your company can adapt and thrive in the ever-evolving landscape of equity compensation.

What is Fidelity Private Shares?

Fidelity Private Shares is a dynamic equity management platform designed to simplify a wide range of essential tasks for private companies, from their initial establishment to raising funds, managing governance, and facilitating successful exits. This cutting-edge platform boasts a real-time cap table and stock ledger, in addition to forecasting tools for future funding rounds and exit strategies, as well as automated workflows for equity issuances, human resources tasks, and board activities, all secured within a data room that provides document storage and sharing capabilities with customized permissions. Organizations that leverage this platform can seamlessly distribute equity to their employees, generate ASC 718 reports, manage 83(b) elections, and coordinate board and shareholder approvals, all while automating the creation of legal documentation required for financing rounds in a unified collaborative space. Moreover, it significantly enhances portfolio management for investors and funds by delivering in-depth analytics related to internal rate of return (IRR), cash-on-cash returns, projections for exit scenarios, valuation trends, and immediate access to the necessary documents of the underlying companies, thus ensuring a holistic approach to equity oversight. Additionally, the platform's extensive feature set empowers both companies and investors to effectively address the intricacies of equity management, ultimately leading to improved operational efficiency and strategic decision-making. With its innovative solutions, Fidelity Private Shares positions itself as a key player in the evolving landscape of equity management.

Media

Media

Integrations Supported

Equidam
Obol
Yuno

Integrations Supported

Equidam
Obol
Yuno

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$400 per month
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

JPMorgan Chase

Date Founded

2000

Company Location

United States

Company Website

www.globalshares.com

Company Facts

Organization Name

Fidelity Private Shares

Company Location

United States

Company Website

www.fidelityprivateshares.com

Categories and 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

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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