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What is Upstock?

A significant 75% of leading technology firms favor RSUs over stock options, and you can adopt a similar approach with Upstock.io equity. Over the past five years, we have collaborated with top legal experts to streamline the traditionally lengthy and costly equity process. Our philosophy is that even modest ambitions have the potential to flourish. It is essential for companies of all sizes to provide an exceptional equity plan. Our approach is straightforward and efficient, ensuring that you won't feel inundated by the process. You can easily send legal agreements to your employees, and our real-time equity value dashboard will enhance alignment among stakeholders while boosting employee engagement. By simplifying equity management, we empower businesses to focus on growth and innovation.

What is Scanovate B-Trust?

The design and approval processes for new products in financial services firms can frequently encounter obstacles due to convoluted and inefficient internal systems. To combat these issues, B-Trust provides a flexible web-based workflow engine that improves and harmonizes communication and approval procedures across different departments. Our marketplace offers tools that help business users automate the identification of potential risks, including the verification of suitable commission rates. Furthermore, users can take advantage of an extensive identity suite equipped with sophisticated onboarding technology, which streamlines the management of identity lifecycles encompassing onboarding, ongoing verification, and identification tasks. Through the utilization of crucial risk and performance indicators, real-time compliance monitoring becomes possible. Additionally, our API-first design allows for smooth integration with current systems of record and external supply chains, creating a cohesive operational structure that can evolve alongside changing business demands. This comprehensive strategy not only boosts efficiency but also significantly elevates overall productivity within the organization, ultimately leading to a more agile and responsive business environment. By fostering such adaptability, B-Trust positions financial firms to thrive in an increasingly competitive landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
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

Upstock

Date Founded

2019

Company Location

United States

Company Website

www.upstock.io

Company Facts

Organization Name

Scanovate

Date Founded

2013

Company Location

Israel

Company Website

scanovate.com

Categories and Features

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

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

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Categories and Features

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

Identity Management

Access Certification
Compliance Management
Multifactor Authentication
Password Management
Privileged Account Management
Self-Service Access Request
Single Sign On
User Activity Monitoring
User Provisioning

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