Equity Administration

The power to simplify.

Shareworks unifies all your equity plans, delivering next-generation flexibility and precision so you get the trusted data and timely reports in real-time.

Make smarter decisions.

Get the right data, right when you need it. Run custom reports on real-time data. Intuitive drag-and-drop functionality makes it easy. Plus, use the Shareworks “sandbox” test site to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

Laptop displaying Shareworks equity administration software.

Illustration of a multiple devices sitting on a desk using Shareworks equity administration software for private companies.

Worry-free integration.

For fast, painless data imports, Shareworks accepts file formats from a wide range of third-party systems to reduce or eliminate the need for manual entry of your equity plan data.

Illustration of a someone using Shareworks private company shareholder software on a laptop and mobile device.

Real-time collaboration.

What was formerly a linear, tedious process between departments now happens quickly, seamlessly and accurately when everyone has access to the same real-time data.

Illustration of a computer using Shareworks global equity plan software with two hands pointing to a map on the screen.

Un-taxing mobility.

Keep up with mobile employees. Shareworks tracks tax rates and rules in multiple jurisdictions in real time so you can prorate compensation and withholdings for every employee with ease.

Dedicated service, total support.

Choose the level of service that fits your organization best, from access to a pool of expert specialists to a dedicated team that includes a Client Service Administrator and Relationship Manager.

Explore more resources for plan administrators.

Visit the Shareworks Discovery Lab today to find more resources to help streamline your equity administration for both domestic and global equity plans.