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Equity Management Software – Why You Need It?

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About the team

Global Shares’ Content Team comprises a dynamic and talented team of writers and experienced professionals who strive to deliver useful equity insights and simplify complex equity information, all with the aim of helping you to better understand equity management.

Equity management software facilitates the administration of equity in a company. When a company offer its employees equity compensation, this type of software helps manage the ownership of the company in relation to its stakeholders.

What does equity management software do?

Equity management software, also known as stock plan administration software, simplifies the complexities of equity administration. It automates the creation, tracking, and management of equity awards and plans while ensuring your company stays compliant with any regional regulations regarding your stock plan. It also helps provide real-time reporting and analytics on equity ownership to enable informed decision-making.

Unlike a manual solution with scalability problems and a higher risk of human error, equity software lets you recognize the time, reliability, and efficiency benefits associated with automation as early as possible. By bringing in a professional partner like Global Shares, you can focus on your core business while leveraging specialized expertise to ensure best-in-class equity programs.

Our award-winning equity management platform is an automated and smart system that reduces administrative complexities. With a team of experienced equity professionals, we can cater to every plan complexity and award type imaginable. Looking to benefit from our solid experience and expertise in the field? Speak with us today.

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Who uses equity management software?

Used by all kinds of businesses — public and private companies from startups to enterprises, equity compensation management software is accessed by various departments within a company, including Finance, Legal, and HR.

But, the primary responsibility for administrating the stock plan is usually housed within their HR or compensation and benefits department. (Source: NASPP and Deloitte 2020 domestic stock plan administration survey)

When do you need equity management software?

The timing is different for every company. Some ditch their spreadsheet and migrate their stock plans into a proper equity management tool in the very early stages before hiring their first set of employees. However, some only come around to the software solution after enduring many headaches – the manual input-related errors and the massive time commitment to try to keep the plan up to date.

While it’s not essential to use equity administration software, early adoption enables you to enjoy the benefits of automating the complex process sooner. Check the benefits below.

Benefits of equity management software

Equity compensation management is complex and highly specialized, with rigorous reporting and compliance demands, pushing HR and Equity Compensation professionals to the limit every day. Opting for an in-house manual input solution almost amounts to tying one hand behind your own back.

With advanced equity compensation management software, you can benefit from:

  1. Having a one-stop solution, managed through an online and automated process
  2. Synchronizing with payroll, HR, tax, accounting, and reporting systems
  3. Saving time and money
  4. Reducing the risk of multiple versions of a stock plan and manual errors
  5. Fulfilling legal requirements that apply to you, your investors, and your employees
  6. Relying on a single source of up-to-date truth to avoid confusion
  7. Accessing real-time and interactive data to make an informed decision
  8. Improving participant engagement to make them more likely to sign up
  9. Globalizing your stock plan with ease when your business grows

Global Shares - Your equity management software provider

Global Shares has the experience and the expertise to be your partner and provide you with the automated equity management system that you need.

Our solution is an automated award-winning platform with a team of experienced equity professionals. It caters to every stock plan’s need and award type imaginable. It streamlines the day-to-day execution of transactions, with full automation of tracking, administration and reporting of all equity award activities for you. Also, our online employee portal allows participants to manage their own allocations with relative ease.

An employee portal is key to a successful equity plan. It engages your employees and enables them to manage their own equity awards. This will not be possible with other manual equity plan solutions but with dedicated software.

Our Features & Benefits at a Glance
Smart & New Technology

with a team of 300 experienced experts to set up and configure your plan effectively

Ease of Administration
Ease of Administration

All types of grants and plans are managed online, 24/7 without a steep learning curve

Excellent Support
Excellent Customer Support

Includes a dedicated client manager, stock plan analyst team and client service desk, etc

Engaging Employee Portal
24/7 Engaging Employee Portal

Trade, manage equity, download statements, do estimations, etc with multi-lingual support

Automation of Key Tasks
Automation of Key Tasks

E.g. task notification, grant acceptance, exercising options, selling shares

Enhanced Security
Enhanced Data Security

Supported by a team of in-house cyber security and IT professionals

Customized Reporting
Customized Reporting

A wide range of interactive and visual financial & BI reports at your fingertips.

Low Legal & Compliance Risks
Low Legal & Compliance Risks

The highest level of compliance to maintain data integrity and accuracy

What’s more
  • Global stock plans: We help you operate your plans for participants in numerous countries in one seamless system.
  • Customization: incorporates company logos and tailored-to-match fonts, colors, layout, and aesthetics of your corporate requirements.
  • Improved functions & features are rolled out regularly at no extra cost and without any need for input from you.

To sum up, Global Shares will provide you with all the tools you need to manage employee equity, engage your employees, and satisfy compliance requirements. Here’s how we work:

  • All your equity management questions, requirements, and concerns are discussed, documented, and covered in an initial ‘Discovery’ meeting, to identify how we can best meet your needs.
  • Your complete equity management solution is set up and configured quickly and specifically for your needs and those of your employees.
  • You are assigned a personal relationship manager who will know you, your requirements, and your plan and assist you at all stages.
  • Each participant receives a login link to access the participant portal. On the portal, they can manage their equity and access the extensive learning hub 24/7, which significantly reduces your workload and costs.

Contact us today and request a free demo to learn more about our software and stock plan services. All your equity management questions, requirements, and concerns can be discussed. Our team will then identify how we can best meet your needs.

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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