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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 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.

Media

Media

Integrations Supported

Integrations Supported

Canton
Clockwork
Obol
Pave
Quanta
Slice
Taiki
Utluna

API Availability

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

$3 per month per user
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

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

Morgan Stanley

Date Founded

1931

Company Location

United States

Company Website

www.shareworks.com

Categories and Features

Entity Management

Not specified

Equity Management

Cap Table Management
Document Storage
Financial Modeling
Options Management
Participant Portal
Valuation Management
Vesting Management

Human Resources

Not specified

Categories and Features

Equity Management

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

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