Today’s sophisticated share 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.
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.
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.
From local 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.
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.
Shareworks flexibly handles a wide spectrum of plans globally, from share options through share purchase plans. Manage your plans centrally or allow local offices to administer their own plans.
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.
Christine Dileo, Equity Compensation & Administration Manager, Royal Bank of Canada