Shareworks Integrations

Utluna provides essential insights into your investment portfolio and overall performance while assisting you in overcoming behavioral biases. You can join anonymously and link your accounts from various financial institutions in under five minutes. Sounds too good to be true? Test our demo account, which is view-only and requires no setup, or opt for a complimentary 30-day trial that doesn't ask for your email or credit card information. Effortlessly keep track of all your financial assets, regardless of their location or liquidity status. This includes any asset class such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and more. It accommodates all types of securities, including direct investments, funds, derivatives, and CFDs, as well as various currencies beyond the G10. You can manage both listed and non-listed assets, whether they're bankable or not. Gain a deeper understanding of the factors influencing your portfolio with intuitive visualizations of composition, performance, and risk. Additionally, customize your analysis with tags tailored to your perspective, allowing for a more personalized approach to managing your investments. With Utluna, taking charge of your financial journey has never been easier.

Streamline, share, and evaluate your compensation strategies instantly with Pave. This platform empowers you to enhance your compensation decisions while eliminating the need for cumbersome spreadsheets, thanks to its seamless real-time connections with your HRIS, ATS, and Cap Table. Traditionally, managing merit cycles is a tedious task where teams must compile various compensation reports and maintain separate spreadsheets for each manager. Pave addresses this challenge by centralizing compensation information in real-time, facilitating the management of merit cycles from a single, cohesive platform. Moreover, candidates and employees frequently lack visibility into the full spectrum of their compensation, including equity, bonuses, and benefits. Pave enables you to effectively present the complete package, aiding in the attraction and retention of top-tier talent. Many traditional surveys necessitate frequent manual uploads, leading to outdated compensation insights. In contrast, Pave delivers the most precise real-time compensation benchmarking data by effortlessly integrating your systems within minutes. With this innovative approach, conventional compensation surveys become a relic of the past, highlighting that total rewards encompass much more than just salary alone. Ultimately, Pave transforms how organizations approach and communicate compensation, ensuring clarity and efficiency throughout the process.

Taiki presents a versatile API that automates the process of extracting tax documents and associated data from a variety of payroll and financial service providers. With this innovative solution, users can eliminate the need for manual document uploads by securely linking to numerous financial platforms, thus simplifying the retrieval of essential tax information. The API is capable of handling an extensive array of documents, such as 1040s, W-2s, 1099s, and bank statements, among others. Users benefit from built-in document processing, allowing them to request and obtain only the specific data fields they need, which significantly enhances efficiency in data collection. Taiki's integration features cover a wide range of financial institutions and services, including notable names like ADP, Bank of America, PayPal, and TurboTax, providing users with a comprehensive solution to meet their varied requirements. The platform also offers adaptable pricing structures, including options for pay-as-you-go and annual subscriptions based on user count, catering to both individual and corporate clients alike. Additionally, the implementation process is designed to be quick and user-friendly, ensuring a seamless experience from the outset.

Obol serves as an innovative cash flow management platform designed to assist finance teams in automating, planning, and overseeing every aspect of cash flow operations. By merging bank accounts, ERP systems, and payment processors into a single cohesive cash hub, Obol delivers real-time insights into liquidity, allowing businesses to concentrate on their growth strategies. The platform features a dynamic cash hub that consolidates cash positions and transactions from various financial institutions, presenting users with a comprehensive real-time overview. Users can effortlessly access the latest actual cash reports, which are enhanced with all the essential insights needed for informed decision-making. Additionally, Obol's bottom-up forecasting capability enables the creation and maintenance of intricate rolling plans, facilitating effective navigation of future cash flows. With its scenario planning feature, businesses can simulate different outcomes, ensuring decisions are well-informed and strategically sound. Furthermore, Obol provides real-time views and customized reports for thorough analysis of financial cash data, which aids in pinpointing anomalies and irregularities, leading to prompt resolutions and improved risk management strategies. This holistic approach not only streamlines cash flow management but also empowers organizations to make proactive financial decisions that enhance long-term success.

Both organizations and their workforce face various legal and financial hazards. Numerous elements contribute to the complexity of the current processes. Each nation has distinct and ever-evolving regulations regarding equity, which can lead to significant financial repercussions for both the business and its employees. The intricacies of tax codes related to equity can be daunting, and errors can have lasting consequences, often resulting in missed opportunities for substantial tax savings. Establishing and managing global equity plans demands considerable time and resources, as it involves extensive and costly research. Keeping track of ongoing changes is challenging, and the potential for errors is high. To navigate these complexities effectively, it is crucial to implement proactive alerts that help maintain compliance on a global scale and prevent any possible exposure issues. This approach not only safeguards against penalties but also streamlines the management of equity plans, making the entire process more efficient.