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features
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Description

Enhance your ability to retain top talent by implementing effective equity plans that follow best practices. Benefit from integrated legal agreements, straightforward vesting options, and streamlined communication methods. Incorporating equity into your hiring strategy is quick and efficient. You can easily develop stock option or share plans, establish automatic vesting schedules, and incentivize your team for their contributions. Clear communication about the value of equity can significantly enhance workplace culture, boost engagement, and improve employee retention. Maintain transparency with your team, ensuring they understand the benefits, which ultimately fosters a more committed workforce. All valuations are organized and readily accessible whenever you need them. Additionally, features like automated vesting, exercising, and reporting provide reassurance and confidence in your equity management process. Compliantly manage and issue equity for employees and contractors across more than 50 countries, all while benefiting from automated reporting that keeps your records current and reliable. With a state-of-the-art cloud infrastructure, your data remains secure at all times. This comprehensive approach not only simplifies equity management but also strengthens your organization's overall appeal to potential and current employees.

Description

EquatePlus is a secure and user-friendly web-based platform designed for managing both equity and non-equity compensation plans. It facilitates the efficient administration of these plans throughout their entire lifecycle, which encompasses grant notifications, participant choice selections, post-vesting management, and various transaction functionalities. Our platform accommodates a diverse array of plan types utilized globally, such as employee plans, executive plans, performance plans, fund plans, and virtual or phantom plans. Built with a focus on security, our intuitive cloud platform is also flexible and supports 24 languages while being directly connected to banking and brokerage networks worldwide. The robust features and automation capabilities of EquatePlus simplify the process of managing complex plans across different countries. Additionally, it offers full customization to meet the unique needs of your business, along with vibrant communication options for plan engagement. Ultimately, EquatePlus aims to enhance the overall experience of managing compensation plans for both administrators and participants.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Utluna No 

Integrations

Utluna Yes 

Pricing Details

$40 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cake Equity

Founded

2018

Country

Australia

Website

www.cakeequity.com

Vendor Details

Company Name

Equatex

Founded

1999

Country

Switzerland

Website

www.equatex.com/en/our-services/equateplus/

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Product Features

Compensation Management

Bonus Management No 
Compensation Assessment No 
Compensation Calculation No 
Compensation Plan Modeling No 
Compensation Statements No 
Employee Reward Programs No 
Incentive Programs No 
Organizational Charting No 
Salary Planning No 

Alternatives

Alternatives

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CompTrak

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