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Average Ratings 4 Ratings

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ease
features
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support

Description

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily updates on outstanding TSR award performance and supports your EPS dilution process by calculating contingently issuable shares for ASC 260 purposes. Designed for public companies issuing TSR-based performance awards, AwardTraq keeps recipients and stakeholders informed on TSR progress while providing the critical inputs needed for financial reporting compliance. Key capabilities: - Daily TSR performance updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF reports summarizing award terms and performance - Detailed Tie-out Excel reports with peer change tracking over performance periods - Secure participant portal for individual payout tracking - Single sign-on (SSO) capability for enterprise security - Custom report layouts matching your internal communications cadence AwardTraq undergoes annual SOC 1 audits by Ernst & Young, ensuring accuracy and compliance. Automated daily screens monitor corporate transactions impacting peer groups, reducing client research time and improving real-time reporting accuracy. Annual independent award payout analysis is performed by Equity Methods consultants, providing additional assurance throughout the award's life. The platform serves three primary user groups: Finance/Accounting teams rely on AwardTraq for ASC 260 compliance and contingently issuable shares calculations. HR/Compensation professionals use it for award design, performance m

Description

KoreInside is a digital infrastructure platform built to support compliance, transaction processing, and operational workflows within the private capital markets industry. The platform serves regulated intermediaries such as broker-dealers, transfer agents, and trusted advisors who require secure and compliant transaction management. KoreInside provides tools that facilitate the entire transaction lifecycle, including investor onboarding, securities compliance, settlement, disbursement, and reporting. By connecting multiple participants within the private market ecosystem, the platform helps improve coordination and transparency across complex transactions. Its infrastructure supports organizations ranging from banks and custodians to legal firms, accounting providers, and secondary market platforms. The platform is designed to address long-standing challenges associated with fragmented systems, high operational costs, and regulatory complexity. Firms can customize solutions to fit their business models while maintaining compliance with applicable securities regulations. KoreInside also enables organizations to strengthen investor confidence by improving visibility and operational consistency throughout the investment process. The platform helps participants operate more efficiently while supporting secure and compliant capital market activities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Canals

Integrations

Canals

Pricing Details

Contact for Enterprise Pricing
Free Trial
Free Version

Pricing Details

$150 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Equity Methods

Founded

1998

Country

United States

Website

equitymethods.com

Vendor Details

Company Name

Kore Inc

Founded

2016

Country

United States

Website

kore.inc/

Product Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Alternatives

Alternatives

Shareworks Reviews

Shareworks

Morgan Stanley