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What is Shareworks?

Shareworks presents a comprehensive and integrated Equity Management solution designed specifically for businesses operating both domestically and internationally. This innovative platform consolidates all equity-related data and teams into a powerful global framework that encourages a culture of equity ownership across the organization. Users can create customized reports easily via an intuitive drag-and-drop interface, facilitating seamless collaboration among various teams. The platform not only supports quick decision-making processes but also ensures that all equity plans are unified, enabling the scheduling of reports and allowing participants to engage effectively with their awards—all accessible through a single interface. With next-generation flexibility and precision, Shareworks empowers you to make well-informed decisions. Furthermore, its direct integration with your HRIS simplifies the management of employee information updates, payroll tax adjustments, and grant termination proration. To truly grasp the transformative potential of Shareworks in your equity management practices, consider requesting a demo to witness its features in action. By doing so, you will gain valuable insights into how Shareworks can enhance and streamline your approach to equity management while fostering a collaborative environment.

What is EquatePlus?

EquatePlus serves as a safe and accessible online platform tailored for the management of both equity and non-equity compensation schemes. It streamlines the administration of these schemes throughout their entire lifecycle, which includes grant notifications, participant selections, post-vesting management, and a range of transactional features. Our platform supports a wide variety of plan types used globally, including employee plans, executive arrangements, performance incentives, fund plans, and virtual or phantom options. Designed with a strong emphasis on security, our user-friendly cloud solution is also adaptable, offering support in 24 languages and direct connections to banking and brokerage networks around the globe. The comprehensive features and automation capabilities of EquatePlus make it easier to handle intricate plans across various regions. Moreover, it provides extensive customization to cater to the specific requirements of your organization, along with dynamic communication tools for enhancing participant engagement. Ultimately, EquatePlus aspires to improve the overall management experience of compensation plans for both administrators and participants, fostering a more efficient and engaging environment. By offering an integrated approach, it ensures that all aspects of plan management are seamlessly interconnected.

Media

Media

Integrations Supported

Utluna
Canton
Clockwork
Obol
Pave
Quanta
Slice
Taiki

Integrations Supported

Utluna

API Availability

API Availability

Pricing Information

$3 per month per user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

Morgan Stanley

Date Founded

1931

Company Location

United States

Company Website

www.shareworks.com

Company Facts

Organization Name

Equatex

Date Founded

1999

Company Location

Switzerland

Company Website

www.equatex.com/en/our-services/equateplus/

Categories and Features

Equity Management

Cap Table Management
Financial Modeling
Options Management
Participant Portal
Private Equity
Public Equity
Valuation Management
Vesting Management

Categories and Features

Popular Alternatives

Popular Alternatives

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Equity Edge Online

Morgan Stanley