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Equity Plan Management

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Utilize cloud-based technology, designed for flexibility and simplicity of use, to optimize your equity plan management.

You’ll benefit from the fastest set-up, most cost-effective running costs and the knowledge that all your needs are catered for by our system.

The system offers you a comprehensive range of equity administration services and financial reporting.

Global Share is a global provider of highly innovative software for equity plan management as well as expert support services and integrated financial reporting tools for corporate clients and their employees worldwide.

Our clients attribute our success over the past 10 years to our refreshing customer-centric approach, the ease-of-use and cost-effectiveness of our fully customizable products and the support they get from our sharp-minded team of experienced Equity Experts.


What is Equity Plan Management?

Employee equity awards are stock awards and options and may come with added tax benefits to employees. This means employees can end up with more of the profits in their own pocket and an employer can end up with more motivated employees who act like owners because they are owners.

Equity Plans need careful management to comply with legislation and regulations and to ensure that tax rules are implemented correctly. An effective Equity Plan Management solution integrated with personnel and payroll systems makes this task much easier.

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 can we help with your Equity Plan Management?

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

You can set up and administer a wide range of plan types including Approved and Unapproved purchase plans, ESPPs, LTIP’s, JSOP’s and a wide range of other custom plan types.

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

You can simply 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.

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

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

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

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


How can Global Shares help you with your Share Plan Administration?

You profit from Global Shares coverage, partner network and experience working with a diverse range of clients and plans across the United States and globally.
Companies have different priorities and requirements and our experts say that all successful equity incentive plans have the following essential basic features:

  • Precision
  • Comprehensiveness
  • Security
  • Efficiency


What are the Benefits of Global Shares’ Stock Plan Administration System?

  • All your queries and concerns will be listened to in an initial ‘Discovery’ discussion, to help identify how best we can meet your needs.
  • A team of highly skilled experts will guide you every step of the way, including our Certified Equity Professionals (CEPs) and In-house Software Developers.
  • A complete equity plan management solution can be tailored quickly and seamlessly for your company.
  • Every type of Grant, Award and Plan can be managed online, from small executive stock option plans to large global stock plans or custom award types.
  • You will be assigned a personal relationship manager who will know your plan in-depth and assist you at all stages in the process.
  • You and your employees will be provided with a positive plan experience thanks to our sophisticated technology and our dedicated service teams.
  • Significantly reduce your workload with our advanced Participant Portal, which will do all the work for you.
  • Access all the tools you need on the Global Share EquityAdmin platform to manage information, assist employees and comply with the rules and regulations affecting your Equity Plan Management.
  • Save time and money – Global Shares technology will make you highly efficient, enabling you to deliver significant cost and time savings to your company.
  • You gain direct access to specialist expertise in the area of Equity Plan Management Software as a Service (SaaS) – It is our sole focus, our pride and our passion.
  • Clients love the hassle-free, simplified and user-friendly solution they get from our equity administration software platform, removing past administrative complexities and delivering an excellent service and experience for your employees.


Global Shares provide Equity Plan Management for companies all over the world. Request a free demo to find out more about our other products and services. Transform your Stock Plan Administration with our industry-leading technology. Let us show you how with a quick demo of our Software.


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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