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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Equity Edge Online is a comprehensive, cloud-based platform that revolutionizes equity plan administration. By enhancing the effectiveness of equity for employees, it fosters a culture of ownership within organizations, while providing plan administrators with complete oversight of stock plan accounting, recordkeeping, and management. The platform offers modern and integrated tools that facilitate daily plan operations, featuring API connectivity for seamless integration with external applications such as HR and payroll systems. Furthermore, Equity Edge Online automates platform upgrades, minimizing the dependence on internal tech teams, and enhances account security with robust protective measures. With its automated administrative support, teams are relieved of burdensome tasks, allowing them to maximize the benefits of their equity plans, and the turnkey automation further simplifies various plan-related processes, making everyday management more efficient. Ultimately, Equity Edge Online not only streamlines operations but also empowers organizations to nurture a more engaged workforce.

Description

Shoobx serves as an essential equity management platform for both businesses and investors, streamlining the automation, creation, execution, and storage of legal documents. When preparing for your next funding round, the last thing on your mind should be the hassle of obtaining signatures or managing your cap table. Our comprehensive platform equips you with all the necessary workflows to oversee your company's journey from its formation and equity grants to eventual exit strategies. By utilizing industry-standard documents, we aim to make the entire process as seamless and low-risk as possible. Whether you require documentation for financing or other corporate needs, Shoobx has you covered. A successful equity financing involves numerous components that must align perfectly, and Shoobx supports companies in achieving favorable exits by integrating equity management, corporate governance, fundraising resources, and documentation into a single, collaborative platform. Furthermore, Shoobx facilitates the navigation of standard corporate actions, ensuring that signatures are collected and documents are neatly organized for optimal efficiency. This level of support enables businesses to focus on growth rather than administrative hurdles.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$180 per year
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

Morgan Stanley

Founded

1935

Country

United States

Website

www.morganstanley.com/atwork/equity-edge-online

Vendor Details

Company Name

Shoobx

Founded

2013

Country

United States

Website

www.shoobx.com

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

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

Alternatives

Alternatives

Shareworks Reviews

Shareworks

Morgan Stanley