E*TRADE vs. Shareworks, by Morgan Stanley

During the COVID pandemic, the airline companies were taking a big hit on travel and I saw this as a great opportunity to invest in airline stock because its value in the market had dropped tremendously. I used this opportunity to invest in multiple airline stocks through e-trade by buying the stock at an all-time low for airline stock. It was a great investment for me in the long term.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• I like their sell orders that allow you to set a price or percentage as a stop loss.
• Their dashboard is easy to use and gives you some quick info.
• I also like E*TRADE's reports for gains and losses.
• Moving funds into and out of your accounts is pretty simple with E*TRADE.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Calendar of vesting schedule
• Visibility into value of various equity based compensation
• Ability to setup default release elections at vesting dates

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• summary page needs to have more details like it doesn't show current market price for an option purchased
• purchase or sell needs to be user friendly so it takes less time.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• At the time, couldn't calculate a formula based on milestone vesting
• Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

robinhood is similar to e-trade but they are geared more to bitcoin and companies that may not be offered on E*TRADE because they are off-market companies.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Limit how much you want invest.
• This is an open trade website and there is a risk of losing your money based on your investments.
• If you make some sound investments and keep yourself within a budgeted spending limit there is the opportunity to make money on e-trade.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive - easy for employees to review stock plan and agreement.
• Positive - easy to pull cap table reports.
• Negative - requires a lot of administrative work for account activation, acceptance by users.
• Negative - support is not responsive.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info