Plan Admin

The power to simplify.

Shareworks Plan Admin unifies all your plans, delivering next-generation flexibility and precision so you get the trusted data and timely reports you need.

Make smarter decisions.

Get the right data, right when you need it. Run custom reports on real-time data. Intuitive drag-and-drop functionality makes it easy. Plus, use the Shareworks “sandbox” test site to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

“Shareworks allows us to focus on our core business versus having to do manual plan administration.”

CHRISTINE DILEO, ROYAL BANK OF CANADA

Equity Compensation & Administration Manager


Worry-free integration.

For fast, painless data imports, Shareworks accepts file formats from a wide range of third-party systems to reduce or eliminate the need for manual entry.

Real-time collaboration.

What was formerly a linear, tedious process between departments now happens quickly, seamlessly and accurately when everyone has access to the same real-time data.

Un-taxing mobility.

Keep up with mobile employees. Shareworks tracks tax rates and rules in multiple jurisdictions in real time so you can prorate compensation and withholdings for every employee with ease.

Features

Everything you need to stay on top of your equity plan.

  • Unlimited administrator accounts

  • Permission-based access

  • Automated termination rules

  • Printable grant agreements and statements

  • Ad-hoc custom reporting: 3 active reports

  • SFTP file synchronization

  • Basic administrator training

  • Additional: Corporate training

  • Additional: Sandbox test environment

  • Additional: Outsourced admin

Features

Professional edition includes everything in Team edition.

  • Exercise and release withholding

  • Ad-hoc custom reporting: full

  • Report scheduling

  • Document library

  • Additional: Corporate training

  • Additional: Sandbox test environment

  • Additional: State-to-state mobility taxation

  • Additional: Outsourced admin

Features

Enterprise edition includes everything in Professional edition.

  • Corporate training

  • Sandbox test environment

  • Report multi-tasking

  • Termination proration

  • Additional: State-to-state mobility taxation

  • Additional: Global mobility taxation

  • Additional: Outsourced admin

Dedicated service, total support.

Choose the level of Shareworks service that fits your organization best, from access to a pool of expert specialists to outsourced administration that includes a dedicated Client Service Administrator and Relationship Manager.

RESOURCE

Communicate Your Share Plans Like a Pro

In this white paper, we’ve invited communications consultant Robert Holland to lend his expertise.

VIEW WHITE PAPER