Shareworks Integrations

Utluna provides valuable insights into your portfolio performance and helps you to mitigate behavioral biases. Register anonymously to sync your accounts at different financial institutions in under 5 minutes. It sounds too good to be true! Try our demo account (view only; no setup required) or sign-up for a 30-day free trial (no credit card, no email required). Monitor all your financial assets without affecting their location or how liquid they are. Any asset class, including. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, including. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10 and beyond. Both bankable and nonbankable assets, listed and not-listed. Using intuitive composition, performance and risk visualizations, you can understand what drives your portfolio. You can customize tags to make your analysis fit your personal view of the world.

Real-time communication and planning of compensation is possible. Pave makes it easy to make better comp decisions and eliminate spreadsheets. It is powered by real-time integrations from your HRIS, ATS and Cap Table. Merit cycles can be a tedious process. Teams create compensation reports and have spreadsheets that are accessible to every manager. Pave centralizes compensation data to manage merit cycles in one place. Employees and candidates often overlook the entire picture regarding equity, bonuses, or benefits. Pave lets you visually present the entire dream to attract and retain top talent. Most surveys require periodic manual uploads, resulting in out-of-date compensation data. Pave integrates your systems in minutes and provides real-time benchmarking data for compensation. Surveys on compensation are outdated. Total rewards are more than just salary.

Both the company as well as the employee are exposed to financial and legal risks. The process is complex and difficult today because of the many factors at play. Equity regulations are constantly changing in each country. You and your employees are exposed to financial penalties. Tax codes for equity can be extremely complex. It's easy to make mistakes and miss out on big tax breaks. It takes a lot of time to set up and maintain global equity plans. It requires extensive and expensive research. I send out grant letters and run board approvals manually. It's difficult to keep up with what's going on, it takes a long time and mistakes can happen. Stay compliant and avoid any problems with preemptive notifications that keep you informed of potential exposure issues.

Taiki provides a universal API that automates the extraction of data and documents from payroll and financial providers. This solution allows users to bypass manual uploads of documents by securely connecting to various financial platforms and retrieving tax information. The API supports many documents, including 1040s and W-2s as well as 1099s and bank statements. By leveraging the built-in document processing users can specify and retrieve only the necessary fields, streamlining data retrieval. Taiki's integration abilities cover a wide range of financial institutions and services such as ADP Bank of America PayPal TurboTax and many more. This ensures that diverse user requirements are covered. The platform offers a variety of pricing models including pay-as you go and annual subscriptions per user, to meet the needs of both individuals and enterprises. Implementation is designed for speed.