Leading
Equity Management Software
4.9 out of 5,
based on customer reviews
Your equity
management solution
Whether you’re just starting out, considering switching software providers or
moving into new territories internationally, our equity platform, combined with
our customer support, can handle everything from plan implementation or
migration to administration, reporting, local tax and compliance, participant
management and everything in between.
We handle the complexity freeing you up to focus on the important business of
growing your business.
Features of our software
Automate stock and equity awards
Streamline complex equity management processes
Everything is digitized. From issuing grants and awards, to managing vesting and terminations, settling transactions, processing detailed reports and tracking employee activities – no more tedious and manual spreadsheets and paperwork.
Support global expansion
Award equity to employees globally
Reward your employees compliantly no matter where they’re located. We provide a comprehensive global view of the regulatory landscape and support a wide range of equity compensation including various forms of options, restricted stock, phantom shares, and country-specific tax-advantaged share plans.
BI reporting
Visualize complex equity data
Choose from +60 standard reports to gain valuable insights into equity compensation. You can create intuitive, real-time dashboards and dynamic business intelligence reports anytime or schedule them to be automatically generated.
Financial reporting
Access audit ready financial reports
Stay compliant with our integrated financial reporting suite. You can generate
reports under different accounting standards (e.g. ASC 718, IFRS 2) instantly or
schedule them.
API Integration
Connect your tech stack
Integrate your employee and equity data seamlessly with the HRIS and tax software you depend on, without the need to manually handle information.
Participant experience
Engage your participants
Your employees can view their rewards, accept grants, exercise options, sell shares, access agreements and documents and even vote in your company’s AGM – all through a single online portal supported by a multilingual service desk.
Data Security
Peace of mind for your sensitive data
Accuracy. Data integrity. Reliability. We’re ISO 27001 certified so you can be confident that your information is secure. You can also enable 2FA (2-step verification) on your account to protect against stolen passwords.
Extension of your
HR team
Our platform, together with a dedicated relationship manager and equity team, provides you with an end-to-end equity compensation management solution, helping you to stay compliant in each jurisdiction you operate in.
Scalability
and expansion
There should be no restrictions on your company’s ambition: our equity management platform helps you grow from private to public, local to global, with a seamless journey that transitions your data securely, if and when you need it.
Single source
of truth
Whether you need your equity plan data for legal, finance, payroll or strategic business purposes having that information in one, real-time updated system, means every team is using the same data.
Excellent
customer care
The more your employees understand their equity awards the more likely they are to value and appreciate them. Our customer care team can handle queries and provide educational materials, saving you time.
Access to JPM
services
Gain access to a suite of J.P. Morgan offerings such as Banking, Funding and Wealth Management.
Equity management solution, simplified
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20
dedicated Workplace Solutions offices
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900+
dedicated equity professionals
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139
currencies
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15+
languages
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1M+
plan participants
Product FAQ
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Do I need equity management software?
It is possible to manage an equity compensation plan without management software, however there are many good reasons to digitize your stock plan management including task automation, more efficient reporting, data security and improved employee engagement.
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Can my company administer our own stock plans?
Yes. Our flexible solution allows you to either fully or partially outsource your equity admin, meaning, if you choose to, you can leverage our system and technology to self-manage your equity compensation in the way you want with the aid of our support.
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Does the platform support financial reporting with different accounting standards?
Yes, our financial reporting suite provides audit-ready reports configured for ASC 718 (US GAAP), IFRS 2, ASPE and JGAAP.
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My company is privately held. Can the platform help me with equity plan management?
Yes. Whether you are a small or large, pre-IPO, private or public company, Workplace Solutions can help you tailor an equity admin strategy to fit your needs. We’ve managed equity compensation for businesses across the globe at various stages and can evolve with them as they go public or choose to remain private. We are flexible, meaning there’s no need to switch systems as your company grows.
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We have thousands of employees worldwide. Can Workplace Solutions accommodate that?
Yes. We have extensive experience in launching global equity plans for international businesses with several thousands of employees across dozens of countries. Employees can log into their portal to accept grants or enroll in the plan to avoid manual workflows. Once done, they can monitor and transact the equity themselves in their account.
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We are using another software provider. How does equity migration work?
- During the discovery meeting, we will take the time to understand your existing plans and requirements, gathering all the necessary information to create a detailed project plan outlining every step of the process.
- Next, we begin converting historical data and transmitting files to build your equity database and participant portal. This phase involves extensive data reconciliation and ongoing file development.
- Afterward, we move into the testing phase, where you can review every detail, including awards and plans, vesting schedules, employee data, eligibility rules and reporting.
- Once the data is approved, you’re ready to go live.
Want to learn more about our
equity management software
Connect with us for a no-cost demo.
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