The power to simplify.

Today’s sophisticated equity compensation plans demand a smarter tool. Shareworks Plan Admin nimbly handles any plan type, from various types of share purchase plans to a wide array of awards. Plan Admin unifies all your plans, delivering next-generation simplicity, flexibility and precision so you get the trusted data and timely reports you need.

Custom reports at a click.

Create and run custom reports on the fly with intuitive drag-and-drop functionality. Pull in exactly the fields you want to create reports fast.

Now the cloud works for you.

Shareworks is a cloud-based solution, which means one source of data in one secure place, providing an unprecedented level of reliability and accessibility. Share and collaborate seamlessly with your teams no matter where they are. Assign custom security levels to empower payroll, legal and finance to access data and run their own reports.

Compliance shouldn’t tax you.

From interstate to global, confident regulatory and tax compliance is now beautifully simplified. With individual profiles for every mobile employee, Plan Admin tracks tax rates and rules in multiple jurisdictions in real time so you can prorate compensation and withholdings with ease.

Beyond Administration:
Communicate Your Share Plans Like a Pro

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

For more than 20 years, Holland has helped leading organizations unleash the power of communications to add value to the bottom line. Here, Holland shares his knowledge to help you communicate your company’s equity compensation to employees.

GET THE WHITE PAPER

A world of plans.

Shareworks’ flexibly handles a wide spectrum of plans globally, from options through savings plans. Manage your plans centrally or allow local offices to administer their own plans.

Make smarter decisions.

Come to the table fully prepared. Use the Shareworks test site “sandbox” to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

Worry-free data 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.

    Team edition

  • Features

  • Unlimited administrator accounts
  • Permission-based access
  • Automated termination rules
  • Printable grant agreements and statements
  • Do-it-Yourself custom reporting: 3 active reports
  • Basic administrator training
  • Reporting - basic set
  • Additions available

  • Corporate training
  • Sandbox test environment
  • Outsourced admin

    Professional edition

  • All Team features +

  • Exercise and release withholding
  • Reporting - comprehensive set
  • Do-it-Yourself custom reporting: full
  • Report scheduling
  • Document library
  • Additions available

  • Corporate training
  • Sandbox test environment
  • State-to-state mobility taxation
  • Outsourced admin

    Enterprise edition

  • All Professional features +

  • Corporate training
  • Sandbox test environment
  • Report multi-tasking
  • Termination proration
  • Additions available

  • State-to-state mobility taxation
  • Global mobility taxation
  • Outsourced admin

The Shareworks Platform

The power of one.

Simplify your equity plan management with smarter technology and remarkable service.

One true cloud-based data source powers a complete, fully-integrated, scalable solution. Add products when you need them. Everything works together.
  • Trade
  • Comply
  • Collaborate
  • Model
  • Automate Workflow
  • Generate Reports
  • Support Decisions
  • Engage Employees