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features
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support

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Description

Eqvista will transform you company and help you manage your company's cap table, company shares and 409a valuations in an easy and efficient way. You can incorporate your company and manage all your equity from one place. Eqvista supports captables from all jurisdictions.

Description

Shareworks offers a comprehensive and unified Equity Management solution tailored for both domestic and international businesses. This platform consolidates all your equity data and teams into a robust global framework designed to foster a culture of equity ownership. With the ability to generate customized reports through an intuitive drag-and-drop interface, teams across your organization can collaborate seamlessly. The platform ensures rapid decision-making support, allowing for the unification of all equity plans, scheduling of reports, and enabling participants to engage with their awards—all from a single interface. Shareworks provides next-generation flexibility and accuracy, empowering you to make more informed decisions. The direct integration with your HRIS streamlines updates related to employee information, payroll tax adjustments, and grant termination proration. Experience the future of equity plan management firsthand by requesting a demo to see all these features in action. In doing so, you'll understand how Shareworks can revolutionize your approach to equity management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Canton
Clockwork
Obol
Pave
Quanta
Slice
Taiki
Utluna

Integrations

Canton
Clockwork
Obol
Pave
Quanta
Slice
Taiki
Utluna

Pricing Details

$2 per user per month
Free Trial
Free Version

Pricing Details

$3 per month per user
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

Eqvista

Founded

2018

Country

United States

Website

eqvista.com

Vendor Details

Company Name

Morgan Stanley

Founded

1931

Country

United States

Website

www.shareworks.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