When public companies begin using Shareworks, many are surprised to discover just how inefficient and outdated their former share plan management system was. And how adopting one cloud-based platform that combines plan admin, expense accounting, participant trading and more improves the way the entire company operates. For management, HR, legal and participants alike, clarity, collaboration, transparency and control go up, and stress related to miscommunication, reporting and risk comes down.
A better way to manage a share plan.
Vault beyond the limitations of spreadsheets and other software. Shareworks accepts any plan and takes it to the cloud with one real-time data source for every user, beginning with Shareworks Plan Admin. Create reports with intuitive, drag-and-drop control. Efficiently share with teams across your organization. Provide decision support quickly. And comply with tax and regulatory rules proactively.
Your numbers, the way you want them.
If you can imagine it, Shareworks Expense Accounting can do it. Create custom financial reports on the fly. Choose any period and any data. Run it, compare it, extrapolate it. Roll it up or zoom into any detail. Audit-ready, transparent and accessible, these are numbers and reports that support management decisions and provide a new world of financial reporting flexibility.
Go ahead, go global.
For public companies with global ambitions, the Shareworks platform is pre-programmed to support international expansion. Add-on products like Shareworks Global Compliance help you proactively navigate the tax and compliance complexities of globally mobile employees.
Freedom for all – including you.
When you free participants to manage their own equity plans, you free yourself, too. Shareworks Participant Experience lets employees log in 24/7, view their wealth, model future options and even make trades with little or no trading experience. And if they do have questions, tools like screen sharing and resources like our service center help provide answers fast.
A higher level of service.
From plan implementation to answering your questions to helping you create custom reports, sometimes you just need a person. Shareworks service and support experts work with you as partners. We know equity plan management, we speak your language and we’re here to help nearly 24 hours a day.
We make working together work.
Spending all your time running reports? Empower other teams and departments to run their own reports with permission-based access. Enable participants online grant access. And manage and share it all from the cloud.
What our clients have to say.
Since moving to Shareworks, the efficiency gains we’ve made in financial reporting have been incredible. Our expensing and EPS calculations used to take two weeks compared to the 30 minutes it takes now. Similarly, preparing our proxy reports and schedules used to take us up to a week. Now, it takes us about an hour to put together the entire proxy binder.-- Nadia Gibbons, Validus Holdings
Solium has bridged a gap in the market at a time when due diligence is more important than ever before. You have made regulatory information accessible to all companies, providing a cost-effective alternative to mitigate risk-- Jo Stevens, Page Group Ltd
I simply don’t know what we would have done without Shareworks. Control, administration and user experience have all dramatically increased since we implemented the product, and pre- and post-implementation support has been everything we could have hoped for.-- James Cook, Aconex
Our board wanted to move to equity settled accounting for stock options. We evaluated various options and quickly settled on Shareworks as the best. I used to get questions all the time about the status of our various equity plans. Now I hear compliments from participants about how easy the system is to use and how it gives them great data.-- Heather Briant, Cineplex
Shareworks allows us to focus on our core business versus having to do manual plan administration. [Moving to Shareworks] was a great opportunity to move to one system and allow our participants to use one system for all of their needs on a real-time basis.-- Christine Dileo, RBC
The participant wins have also been significant: online grant acceptance, immediate access to vested stock via the omnibus account, ability to run detailed statements for tax or other purposes, automatic notification of S16 transactions etc. The system is so powerful and user-friendly, I would recommend it to anyone.-- Nadia Gibbons, Validus Holdings
When is the right time to upgrade?
Whether you plan to remain domestic or someday go global, you’ll begin to experience the benefits of Shareworks immediately. Let us show you how with a free demo.