Participant Experience

Put people first.

Shareworks provides a simple and smart tool to engage participants with their entire equity plan.

Make everybody comfortable.

Empower employees to manage their plans wherever they are. Intuitive design allows employees to easily complete a wide range of transactions including trades, without any previous trading experience. And language and currency are customizable so everyone feels at home.

“I used to get questions all the time about the status of our various equity plans. Now I hear compliments from participants about how easy the system is to use and how it gives them great data.”


Senior Vice President, Human Resources

One for all.

One simple sign-on gives employees a clear, consolidated picture of their growing wealth in awards and savings, along with their retirement and benefit plans.

We speak employee fluently.

Our locally based Contact Centers are staffed with experts available virtually around the clock to offer participants assistance with trading, passwords and plan rules.

We’re on the same page.

Shareworks's “View as Participant” mode allows our Contact Center or your in-house team to see what employees see on their screen so employees quickly get the answers they need.


Everything you need to empower your employees.

  • Online transactions

  • Exercise modeling

  • Mobile app

  • Online plan enrollment

  • View as Participant

  • Employee notifications tool

  • Participant communication templates

  • Participant support materials

  • Additional: Grant election

  • Additional: Online grant agreements


Enterprise edition includes everything in Professional edition.

  • Multi-payroll fund settlement

  • Custom branding

  • Tailored portfolio tables and plan documents

  • Multiple languages

  • Additional: Grant election

  • Additional: Online grant agreements

  • Additional: Single Sign-On

The more things change.

Shareworks Participant Experience evolves and grows with your business, even through major changes like going public or global expansion.

Take it to go.

The Shareworks app makes checking your share plan easier. Stay connected from anywhere.