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Employee Equity Automation Software

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Equity Automation Software is used by Companies to automate the equity administration process associated with their Employee Equity Plans, synchronizing data from their payroll, HR, tax, accounting and reporting systems.

Web-based equity administration software gives participants 24/7 access to their equity shareholdings from any device, whilst eliminating paperwork for the Company and reducing the risk of manual administration errors.


How to simplify Employee Ownership with Employee Equity Automation Software?

A successfully administered Employee Equity Plan demands excellent communication, a superior end-user experience and the capability to adapt quickly to the ever-changing international tax and regulatory environment.

Global Shares employee equity automation software makes all of this possible, offering Companies an integrated, customized and fully compliant one-stop solution.


What type of awards does Employee Equity Automation Software include?

Global Shares has become renowned for designing a complete Employee Equity Automation Software platform tailored to your needs. You benefit from the knowledge that as your needs may change, Global Shares can swiftly adapt to suit these changes.

There are many different ways in which a Company can offer employee equity: stock options, restricted stock and restricted stock units, stock appreciation rights, phantom stock, employee stock purchase plan (ESPP), Employee stock ownership plan (ESOP) Each kind of plan provides employees with some special consideration in price or terms.

No two share plans are exactly alike. Our flexible approach allows us to meet each client’s unique requirements. Our Software is managed in-house by our Admin team and serviced in-house by our Analysts. We have tremendous flexibility to react to your specific plan needs.

You can manage a wide range of employee equity award types such as NQSOs, ISOs, PSS, SSARs, CSARs, RSAs RSUs, PSUs, Performance & Phantom shares, Executive Stock Options, Cash-based, warrants and a wide range of custom award types.

The Global Shares employee portal is fully customizable to your branding so it can be tailored to the look and vibe of your company.

Create personalized welcome messages for plan participants or add news and updates thanks to the user-friendly interface.

Employee Plan Types

You can set up and administer a wide range of plan types including ESPPs, LTIPs, JSOPs, Approved and Unapproved purchase plans and a range of other custom plan types.


Your day-to-day administration of stock plan transactions is made easier through the automation of terminations, exercises, restricted stock vesting, expirations etc.

Roles Management

You can easily organize your team and their task assignment with our role administration feature types including administrators, read-only users, reports only, HR reporting only, financial reporting etc.

Data Management

Your plan can be easily set up using our flexible data import tools. You can export information to all the regular management reporting tools in several formats.

Statements and Reporting

You can simply and quickly generate the reports you need from our extensive range of financial reports and equity-specific statements.

Equity Events

You can easily administer your trading and equity events such as stock splits or re-pricing.

Complete integration

You benefit from a quick and complete, integrated, web-based solution between your HR and payroll departments as well as third-party service providers.

You can quickly avail of a wide range of equity award types including Approved/Unapproved Options, Executive Stock Options, ISOs, CSARs, ESPPs, LTIPs SSARs, RSUs, RSAs, PSUs, NQSOs, including Performance & Phantom shares, Cash-based, warrants and many other custom award types.


How is Equity Administration Software Solution a Refreshing Client-Centric Approach to Employee Stock Management?

As a Client of Global Shares, you are assigned a designated Share Plan Manager and dedicated Analyst Team who are responsible for both the implementation and ongoing day-to-day administration of your Employee Stocks Management Plan.

This team will partner with you to fulfil your daily employee equity plan needs, from ad-hoc reporting requests to remedy any of your participant queries.

You benefit from Global Shares coverage, partner network and experience working with a varied range of clients and plans throughout the United States and globally.

All companies have different requirements for their employee equity incentive plans. Our track record and expertise ensure you have all the elements for success covered:

  • Accuracy
  • Comprehensiveness
  • Security
  • Efficiency

Transform your Employee Stock Plan with Global Shares’ Employee Equity Automation Software! Let us show you how with a quick demo.

Please Note: This publication contains general information only and Global Shares is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. The Global Shares Academy is not a substitute for professional advice and should not be used as such. Global Shares does not assume any liability for reliance on the information provided herein.

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