When public companies begin using Shareworks, many are surprised to discover just how inefficient and outdated their former equity plan management system was.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.
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.
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.
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 global plans.
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.
Mitigate risk, automatically. Get a smarter process with Shareworks™ Forms Filing, the simple, smart way to achieve total compliance with Section 16 SEC filing requirements.
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.
Learn how to run a case-study-worthy communications plan with this step-by-step guide from professional communicators.
Don’t let your filing and disclosure requirements slide. Take steps to safeguard your company – and yourself.