Easi stock option software

Aside from those mentioned, employee-owners receive salaries that are 2. Perched on top of our 12 best equity management software list is Carta , a powerful solution that helps businesses in managing their equity, shares and option holders by making the process simpler.

It comes with all the needed tools to help you handle request valuations, track investments, manage cap tables and equity incentive plans. This robust piece of software also helps you manage projects, documents, processes, and boards. The equity management tools that come with the solution make quick work of valuations while keeping stakeholders in the know regarding their company stake. Carta runs on any web browser and devices running on Android and iOS, making it accessible anytime, anywhere.

Coming in next is Solium Shareworks , an equity management tool that is designed to help you manage restricted stock units and employee stock purchase plans. Such can be done across your company and even abroad, making the platform ideal for companies with global operations. Employees will benefit from the system as they are given a complete view of vesting schedules, stock value, and release option elections, among others.

The software brings to the table a variety of features needed to effectively manage your equity. These include employee protection during blackout periods, share selling and holding through automated release options.

Default release elections can also be set up at vesting dates. Equity management software Gust Equity Management is designed to help companies manage their capitalization. It eliminates the burden of using spreadsheets in managing enterprise capitalization tables, along with tedious documentation.

Using the solution, shareholders are able to audit option grants, equity issuances, forfeitures, vesting dates and board approvals, getting rid of the need for costly legal professionals. You can also make A valuation report requests, allowing you to offer option grants. This is very useful in preventing tax liabilities for both companies and their employees. A time-hop functionality, meanwhile, lets you see capitalization at any time.

All-in-one cap table management platform Capshare is designed to aid companies, law graduates and investors in managing stocks, equity, dilution and ownership shares. The platform serves as a central hub from which users can manage and track equity while providing them with key stock information. The system restricts access to relevant users, who are able to view stock information, helping them make intelligent decisions.

The software does this by guiding you every step of the way. It prompts you of key organization data that should be added to your cap table like stock option pool, employee grants, and convertible notes. The platform also serves as an information repository where you can store all your data, keeping them confidential at all times. All cap tables created using the app can be shared easily to relevant parties, including investors, employees, and lawyers, who can quickly be given access to cap tables, effectively making document management a breeze.

Cloud-deployed investment management software Backstop is specifically targeted at hedge funds, consultants, pensions, private equity and venture capital, institutions, and foundations.

It has a myriad of features designed to improve the productivity of your investments. Using the platform you can monitor capital commitments, subscriptions, and distributions across your entire financial portfolio. It likewise helps you manage sales, relationships, and marketing. In addition, Backstop can integrate with Outlook, significantly improving communication.

Certent Equity Management is an application that helps businesses in complying with existing rules and regulations governing equity grants and awards. It comes with a fully-integrated accounting suite that helps users in computing expenses for each equity award. It makes equity management a whole lot easier by allowing users to quickly upload new grants to the system. Certent Equity Management streamlines the whole equity management process, resulting in greater efficiency.

It is quite easy to use so that users need not possess extensive technical knowledge. Working with the solution takes away the complexities of using spreadsheets, allowing you to work smarter and better.

GlobalShares is an equity management tool that also functions as a payroll and compensation reporting software. It is an easy-to-use product that can handle all equity administration matters without having to undergo complex training. Termination provisions are maintained and can be overwritten on each grant. EASi also introduced retirement eligibility accounting support for stock option and stock appreciation rights SAR grants, the announcement said.

If unvested option or SAR shares will not be forfeited upon retirement, expense acceleration for the grant occurs when the retirement eligibility date is reached even if the participant has not yet retired. Dispositions may be applied to specific lots of previously purchased shares. EASi said it also made 60 minor enhancements and upgrades in response to customer requests.

More information is available at www. Tagged: Recordkeepers , Recordkeeping , Stock options.