Equity plan administration software

Equity compensation plans bank of america merrill lynch. Whether you need fulltime coverage, parttime help, or need a team, our model will support you. 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. Serves as an operationslevel property management software administrator. We help companies engage and attract top talent, simplify equity plan management, provide confident disclosures and comply with. Oracle s peoplesoft enterprise stock administration automates the management of todays equity compensation plans. Equity point the industry hub for equity compensation and. Solium shareworks is a cloudbased equity compensation administration platform. Equity management software carta equity management. List of top stock option plan administration software 2020. Ubs equity plan advisory services ubs united states of. As a comprehensive software asaservice equity plan management software, shareworks supports share and money movement around the world. Carta equity management solutions equity plans, cap.

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. The national association of stock plan professionals is the largest and oldest professional association for the stock and executive compensation community, with over two. Patti began her career working at ast equity plan solutions as a relationship manager and. Equity administration software shareworks by morgan stanley. Admin equity plan challenges shareworks by morgan stanley.

Solium equity plan management software equity solutions. Eeo has unmatched choice and flexibility that adapts as your company evolves. Equity plan administration manages employee ownership as a key factor to motivate. For a brief introduction equity plan managment software and services on vimeo. Equity awards administration solutions designed just for you. We provide you a suite of tools to manage the plan yourself, with limited support from our team. This comes from delivering an excellent service and experience for your employees, while eliminating your administration difficulties. Its our mission to make sure equity plans are more valued, by both plan sponsors and participants. When it comes to managing equity awards and grants, life can get complicated. Our equity compensation management software provides.

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. Designed specifically for companies using transcentives express options and express stock purchase equity compensation plan administration software, it fully automates what until. Shareworks is a complete and integrated equity management. In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity. Equity management software gust equity management is. 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. Certent improves productivity and tightens compliance with. Perched on top of our 12 best equity management software list is carta.

Flexibility and choice for your employee equity plans. Equity plan management software shareworks by morgan stanley. The best stock option plan administration solutions for small business to enterprises. Find the best equity management software for your business. 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. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely. Efficient administration and accounting for your companys equity plan. Carta combines equity plan administration software and transfer agent services in one platform, making it simple to. Easi simplifies and streamlines complex equity compensation. 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. Dec 19, 2014 global shares provide equity plan administration for companies all over the world. Automatic platform upgrades without reliance on your technology team. Proprietary technology that puts the control of your entire stock plan program right at your fingertips. Information and translations of equity administration solutions in the most comprehensive dictionary definitions. Making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that. Patti brings over 20 years of experience in equity plan administration. Easi updates stock plan administration software 23 march. Global shares provide equity plan administration for companies all over the world. 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. In 1999, he started bitontic solutions and was contracted by the newly formed solium to build an equity administration platformknown today as shareworks. Plano, texas the equity plan administrator willsee this and similar jobs on linkedin.

Processing we work within your stock plan system to keep it updated and accurate. Assuming, as achaessa noted, you meant a stock option plan rather than an employee ownership plan, optiontrax. Coming in next is solium shareworks, an equity management tool. 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. Restricted stock awards and units performance awards and units. We simplify your equity plan administration with a range of unrivaled. Streamline your equity plans and report to financial authorities with absolute confidence. Capshares is a cloudbased cap table and equity management platform. Optiontrax equity plan management software that takes the headaches out of administration.

Our goal is to provide you with the best equity administration software possible. Whether you offer stock options, restricted stock, stock appreciation. Easi is the largest independent stock plan software company in the world. As a comprehensive compensation management solution. 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 formerly eshares is an ownership and equity management platform trusted by thousands of founders, investors, and employees. Global shares provide marketleading equity administration software and services to clients from a wide range of industrys around the world.

Designed specifically for companies using transcentives express options and express stock purchase equity compensation plan administration software, it fully automates what until now have been largely manuali. While offering a plan helps you create an ownership culture, managing that plan requires strong support. Equity plan managment software and services on vimeo. Easi, an independent stock plan management software company, released the first of three planned releases for 2009. Jcpenney hiring equity plan administrator in plano, texas. Stock plan administration outsourcing equity compensation. 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. Rely on our experience, technology and resources to design and manage a successful plan, including.

Request a free demo to find out more about our other products and services. 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. 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. Equally important is ensuring smooth administration of those plans. National association of stock plan professionals naspp. While offering a plan helps you create an ownership culture, managing that plan requires. We bring simplicity in equity compensation administration, experience in participant services, and excellence in global service delivery to our clients stock plan administration. Equity point the industry hub for equity compensation. Carta equity management solutions equity plans, cap tables. 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. Companies can manage the administration of investor shares and employee stock.

Pattis most recent position was a senior stock plan administrator at equitycomp associates. Our team works with your existing equity system to provide you with a wide range of services, no matter what your size or need. Stock option plan administration software optiontrax. Ubs equity plan advisory services ubs united states of america. Equity plan administration our fullservice equity plan administration solution gives you the flexibility to implement a program thats best for your company. Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help. Ast continues to be a longstanding partner to companies in providing exceptional experiences to plan participants through both managed, fullservice engagements and saas.

Best for vcs and pe firms, carta makes it easier for equity holders in. 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. We can tailor our services according to our clients needs. Morgan stanley corporate benefit access knowledge center. Equity plan solutions are increasingly important to a companys ability to attract and retain top talent.

The plan management optiontrax system optiontrax stock plan administration is a cloudbased system that caters to mid and smallcap companies with full administration. Certent improves productivity and tightens compliance with innovative software and a dedicated team of industry experts. Whether you are just starting a plan or have a very complex plan, optiontrax is your answer. Definition of equity administration solutions in the dictionary. Our team handles all of the processing to make sure your daily plan administration needs are taken care of. Employee and nonemployee equity tracking can also be done through the systems equity plan administration feature while being able to move agent services. Whether you need occasional assistance or fullservice support we can give you the support you need. For over 40 years, ast has been a partner to north american companies in providing exceptional experiences to plan participants through both managed fullservice. To learn how morgan stanley can support your company, please contact us today. Partialservice plan administration if your plan is simple with few participants, you might want to consider our partialservice plan administration. Equity edge online stock plan administration platform etrade. Compare the best equity management software in the uk. Certents equity administration platform simplifies and streamlines the crucial aspects of stock administration and reporting. Partialservice plan administration if your plan is simple with few participants, you.

For our plan sponsors, we strive to make plans more efficient and easier to manage. Etrade corporate services industrys best stock plan. What started as a bit of contract work soon became a lifelong professional passion for marcos. 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. We are the central hub of the equity compensation industry. May 23, 2018 making efficient and effective equity plan administration an essential business tool is a great way for employers to achieve that.

Optiontrax is the leading solution for managing your employee stock plans. As a comprehensive softwareasaservice equity plan management software, shareworks supports share and money movement. Participants manage their accounts via our employee online web site. Support for many equity vehicles with full accounting, recordkeeping, and administration support. Shareworks unifies all your plans, delivering nextgeneration flexibility and precision so you get the trusted data and. Optiontrax through technology, education, and support we simplify your equity administration.

Ubs corporate employee financial services enhances. Equitytracks employee plan services allow issuers and investors to manage their employee plans online while synchronizing share distribution with the transfer agent. No matter what a client seeks stock plan staffing or outsourcing, plan design and education, equity accounting, special projects, or. Our software is an efficient and secure solution allowing you to view investor documents, vesting schedules, and more. Equity edge online stock plan administration platform. Easi simplifies and streamlines complex equity compensation management, compliance, and analysis for both public and private companies. 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. Equity administration software solutions global shares. Transform your equity plan administration with our industryleading technology. Let us show you how with a quick demo of our software. Equityeffect is the only fullyintegrated portfolio and cap table management platform. Carta formerly eshares is an ownership and equity management platform trusted by thousands of. We integrate key data seamlessly with your stock plan, ensuring that wherever. 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.