Equity plan administration software

For our plan sponsors, we strive to make plans more efficient and easier to manage. Shareworks is a complete and integrated equity management. Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help. Patti began her career working at ast equity plan solutions as a relationship manager and went on to manage the implementation team. Our goal is to provide you with the best equity administration software possible. Ubs equity plan advisory services ubs united states of america. The certent team has always put our customers first, and as much as we look forward to bringing our global finance community together, our priority is to protect the health and wellbeing of our customers, partners, and employees. Coming in next is solium shareworks, an equity management tool. We integrate key data seamlessly with your stock plan, ensuring that wherever youre based, whatever your plan type, youre maximizing the benefits of stock compensation. Shareworks unifies all your plans, delivering nextgeneration flexibility and precision so you get the trusted data and. What started as a bit of contract work soon became a lifelong professional passion for marcos. Companies can manage the administration of investor shares and employee stock.

Optiontrax is the leading solution for managing your employee stock plans. Whether you offer stock options, restricted stock, stock appreciation rights or stock purchase plans, this application is a must for dynamic, large volume stock incentive programs. While offering a plan helps you create an ownership culture, managing that plan requires. Etrade corporate services industrys best stock plan. We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with. Easi simplifies and streamlines complex equity compensation management, compliance, and analysis for both public and private companies. Perched on top of our 12 best equity management software list is carta. Automatic platform upgrades without reliance on your technology team. We are the central hub of the equity compensation industry. Our team handles all of the processing to make sure your daily plan administration needs are taken care of. Equity plan management software shareworks by morgan stanley.

Proprietary technology that puts the control of your entire stock plan program right at your fingertips. Efficient administration and accounting for your companys equity plan. Eeo has unmatched choice and flexibility that adapts as your company evolves. Rely on our experience, technology and resources to design and manage a successful plan, including. Assuming, as achaessa noted, you meant a stock option plan rather than an employee ownership plan, optiontrax. Stock plan administration outsourcing equity compensation.

Weve released a completely redesigned business plan software system in all equitynet entrepreneur accounts in this new software release we made the following enhancements for. Solium equity plan management software equity solutions. The national association of stock plan professionals is the largest and oldest professional association for the stock and executive compensation community, with over two. The best stock option plan administration solutions for small business to enterprises.

Find the best equity management software for your business. Equity point the industry hub for equity compensation and. Whether you need fulltime coverage, parttime help, or need a team, our model will support you. Certents equity administration platform simplifies and streamlines the crucial aspects of stock administration and reporting. Whether you offer stock options, restricted stock, stock appreciation. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely. No matter what a client seeks stock plan staffing or outsourcing, plan design and education, equity accounting, special projects, or technology and software solutions we are the onestop shop and gateway to the best solutions for your stock plan needs. Certent equity compensation management simplifies and streamlines all the crucial aspects of your stock administration process. Global shares provide marketleading equity administration software and services to clients from a wide range of industrys around the world.

In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity. This comes from delivering an excellent service and experience for your employees, while eliminating your administration difficulties. Ubs equity plan advisory services ubs united states of. Our software is an efficient and secure solution allowing you to view investor documents, vesting schedules, and more. In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity administration platformknown today as shareworks. We provide you a suite of tools to manage the plan yourself, with limited support from our team.

As a comprehensive compensation management solution. Equity compensation plans bank of america merrill lynch. Participants manage their accounts via our employee online web site. Equity point the industry hub for equity compensation. New equitynet business plan software equitynet blog. Oracle s peoplesoft enterprise stock administration automates the management of todays equity compensation plans. Certent improves productivity and tightens compliance with innovative software and a dedicated team of industry experts. At bank of america merrill lynch, we understand your need for a total equity compensation plan that creates value for your company and its employees. May 08, 2014 the plan management optiontrax system optiontrax stock plan administration is a cloudbased system that caters to mid and smallcap companies with full administration, tax, audit and asc 718 reporting capabilities, and has a participant portal t.

For a brief introduction equity plan managment software and services on vimeo. Certent improves productivity and tightens compliance with. No matter what a client seeks stock plan staffing or outsourcing, plan design and education, equity accounting, special projects, or. Easi is the largest independent stock plan software company in the world. While offering a plan helps you create an ownership culture, managing that plan requires strong support. As a comprehensive compensation management solution, our equity plan management solution allows you to centrally manage your end to end process, from grants such as rsus, psus, options, through to vesting and proxy reporting. As a comprehensive softwareasaservice equity plan management software, shareworks supports share and money movement. Our equity compensation management software provides. Flexibility and choice for your employee equity plans. Our team works with your existing equity system to provide you with a wide range of services, no matter what your size or need.

Equity administration software shareworks by morgan stanley. Patti brings over 20 years of experience in equity plan administration. Equity administration software solutions global shares. Equity plan administration manages employee ownership as a key factor to motivate. Dec 19, 2014 global shares provide equity plan administration for companies all over the world.

Serves as an operationslevel property management software administrator. The transaction capabilities of the platform give both you and your participants full visibility into the process, and you can configure the site to your needs at. Equity plan solutions are increasingly important to a companys ability to attract and retain top talent. Equity plan managment software and services on vimeo. Whether you are just starting a plan or have a very complex plan, optiontrax is your answer. Making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that. Carta equity management solutions equity plans, cap tables. List of top stock option plan administration software 2020. Processing we work within your stock plan system to keep it updated and accurate. Compare the best equity management software in the uk. National association of stock plan professionals naspp. Equityeffect is the only fullyintegrated portfolio and cap table management platform. May 23, 2018 making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that.

Easi, an independent stock plan management software company, released the first of three planned releases for 2009. Streamline your equity plans and report to financial authorities with absolute confidence. Equity plan administration our fullservice equity plan administration solution gives you the flexibility to implement a program thats best for your company. For over 40 years, ast has been a partner to north american companies in providing exceptional experiences to plan participants through both managed fullservice. Carta equity management solutions equity plans, cap. The plan management optiontrax system optiontrax stock plan administration is a cloudbased system that caters to mid and smallcap companies with full administration. Equity edge online stock plan administration platform etrade. Like most people in stock plan administration, marcos sort of fell into it. Comptraks equity plan management platform brings simplicity, visibility and security to help you better manage your equity plans. Its our mission to make sure equity plans are more valued, by both plan sponsors and participants. Jcpenney hiring equity plan administrator in plano, texas.

Employee and nonemployee equity tracking can also be done through the systems equity plan administration feature while being able to move agent services. As of june 14, 2019, group five stock plan administration benchmark study and financial reporting benchmark study rated equity edge online highest in loyalty and overall satisfaction for the eighth consecutive year 20122019 among all plan sponsors who use a commercial system to manage the recordkeeping of their stock plans inhouse. Best for vcs and pe firms, carta makes it easier for equity holders in. Transform your equity plan administration with our industryleading technology. Solium shareworks is a cloudbased equity compensation administration platform. We simplify your equity plan administration with a range of unrivaled. Equitytracks employee plan services allow issuers and investors to manage their employee plans online while synchronizing share distribution with the transfer agent. Whether you need occasional assistance or fullservice support we can give you the support you need. Admin equity plan challenges shareworks by morgan stanley.

Optiontrax through technology, education, and support we simplify your equity administration. Ast continues to be a longstanding partner to companies in providing exceptional experiences to plan participants through both managed, fullservice engagements and saas. We integrate key data seamlessly with your stock plan, ensuring that wherever. Support for many equity vehicles with full accounting, recordkeeping, and administration support. Companies that rely on easis software now have the ability to flag grants with a continue to vest after termination provision, according to a press release. Ubs corporate employee financial services enhances.

Plano, texas the equity plan administrator willsee this and similar jobs on linkedin. Equity awards administration solutions designed just for you. Pattis most recent position was a senior stock plan administrator at equitycomp associates. Equity management software carta equity management. Carta formerly eshares is an ownership and equity management platform trusted by thousands of. Partialservice plan administration if your plan is simple with few participants, you. Global shares provide equity plan administration for companies all over the world. Equity edge online stock plan administration platform. Equity management software gust equity management is. Easi updates stock plan administration software 23 march.

Equally important is ensuring smooth administration of those plans. Partialservice plan administration if your plan is simple with few participants, you might want to consider our partialservice plan administration. The equity management tools that come with the solution make quick work of valuations while keeping stakeholders in the know regarding their company stake. Carta combines equity plan administration software and transfer agent services in one platform, making it simple to manage employee and nonemployee equity in one place. Carta combines equity plan administration software and transfer agent services in one platform, making it simple to. To learn how morgan stanley can support your company, please contact us today. We can tailor our services according to our clients needs. Join the global shares community trusted by some of the biggest names in business, our employee equity management products help engage workers in more than 100 countries using. We bring simplicity in equity compensation administration, experience in participant services, and excellence in global service delivery to our clients stock plan administration. Capshares is a cloudbased cap table and equity management platform.

Carta formerly eshares is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Designing and administering equity compensation plans is a challenge for many companies. Request a free demo to find out more about our other products and services. The certent team has always put our customers first, and as much as we look forward to bringing our global finance community together, our priority is to protect the health and wellbeing of. Designed specifically for companies using transcentives express options and express stock purchase equity compensation plan administration software, it fully automates what until. Optiontrax equity plan management software that takes the headaches out of administration. Definition of equity administration solutions in the dictionary.

As a comprehensive software asaservice equity plan management software, shareworks supports share and money movement around the world. Let us show you how with a quick demo of our software. Information and translations of equity administration solutions in the most comprehensive dictionary definitions. When it comes to managing equity awards and grants, life can get complicated. Restricted stock awards and units performance awards and units. Easi simplifies and streamlines complex equity compensation. Stock option plan administration software optiontrax. Morgan stanley corporate benefit access knowledge center. Establishing a powerful link between your companys administration software and our participant services allows you to retain control over your data, while providing you with such.