Leading
Equity Management Software
4.9 out of 5, based on customer reviews
Your end-to-end equity
administration solution
Whether you’re a start-up, a private or a public company, our platform can help save you time and money, reduce the administration burden and get your employees engaged with their equity awards.
We handle the complexity when it comes to migrating an existing plan or starting a brand-new implementation – freeing you up to focus on the important business of growing your business.
Our dedicated relationship managers and team of equity professionals can handle everything from plan management and reporting, to help with local tax, compliance, participant communications and more.
Why choose J.P. Morgan
Workplace Solutions
We demystify equity compensation into something that is easy for your employees to understand and engage with. We’re trusted by many US and global businesses and have robust, on-the-ground teams around the world. You can read our case studies here.
Ease of Setup
9.4
Ease of Use
9.5
Ease of Admin
9.5
Quality of Support
9.9
Product Direction
9.9
Equity Management
9.1
Source: G2.com (as of 31st Jan 2025)
Get more from J.P. Morgan
Workplace Solutions
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Plan migration
processManaged by an experienced, dedicated onboarding team.
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Number of supported equity awards/plans
Ability to support a range of plan types from across the US, UK, Europe and more.
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API Integrations
Supports connectivity with third party systems such as HR and Payroll, Tax and Accounting software.
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Cap Table
An easy-to-use platform to manage all of your equity from inception to IPO. Track your investors, manage your stock plans and model future funding rounds, all within the same platform.
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Reporting Suite
+200 audit ready financial reports and dynamic Business Intelligence (BI) reports readily available.
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Support
as you growA solution that grows with you, from pre-IPO to public companies, wherever your journey takes you.
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Global
complianceAccess to dedicated equity plan management professionals in on-the-ground teams to help support with tax and data compliance.
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Customer support
Admin: A dedicated customer relationship manager and a team of stock plan professionals
Employees: Multilingual service desk (+15 languages)
Trusted by businesses across Canada
“Using Workplace Solutions provides an employee-facing platform for our equity schemes. With over 2,000 employees being shareholders in our Company we needed a platform where employees could find relevant information on their equity on their own. JPMorgan has been a trusted partner throughout the process of implementing, launching and administering our equity schemes”
Tobias Baadsgaard
Global Reward Program Manager
Performance & Rewards
LEO Pharma
“J.P. Morgan Workplace Solutions has been a fantastic partner in managing our employee equity program. Since implementing the platform in April 2024, the onboarding process, data setup, and daily operations have been incredibly smooth and efficient. The platform is intuitive, packed with features that cater to both HR and Finance needs, and has greatly streamlined our plan administration.
We highly recommend J.P. Morgan Workplace Solutions to any organization looking for a reliable and user-friendly equity management solution.”
Flix
Current client of Workplace Solutions
FAQs
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Our business is based in the US, can J.P. Morgan Workplace Solutions support our equity plan management?
Yes. We already help many companies from the US to administer their equity awards, across a range of plan types, including stock options, Employee Stock Purchase Plans (ESPP), Restricted Stock Plans (RSU), Long Term Incentive Plans (LTIP) and more. Our teams can provide our clients with market-leading legal, regulatory and tax information to help you operate your equity compensation plans, wherever you’re based. From navigating securities and labor laws to understanding tax withholding and reporting obligations, we provide a comprehensive view of the regulatory landscape to help you make informed decisions.
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My company is privately held. Can the platform help me with stock plan management?
Yes. Whether you’re a small or large company, pre-IPO, private or public, Workplace Solutions can help you tailor an equity admin strategy to fit your needs. We’ve managed equity compensation for businesses at various stages and can evolve with them as they go public or choose to remain private.
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We have thousands of employees. Can Workplace Solutions accommodate that?
Yes. We have experience in onboarding and launching global share plans for international businesses with several thousands of employees across dozens of countries (See our case studies here). Your employees can log into their personal account via the portal to view their rewards, accept grants, transact of their equity and a whole lot more, meaning less queries and admin for your teams.
A software option designed to
meet your needs
Learn more about our equity platform.
Related insights
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Equity plan communications and education pays off for DFDS
January 6, 2025
