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https://dudodiprj2sv7.cloudfront.net/product-logos/3R/IL/O3TADK7X2VCD.PNGValuable dashboard & tools related to equity based compensation for employees and administratorsShareworks is used to manage the company RSU and ESPP programs across the entire organization globally. It allows employee visibility into their value, vesting schedules, release option elections, etc. Key features includes that it allows for lockdown during blackout periods to protect employees from trading during the blackout period unintentionally and automatic release options to sell shares, sell shares & hold shares to cover taxes or hold shares.,Calendar of vesting schedule Visibility into value of various equity based compensation Ability to setup default release elections at vesting dates,If banking information is incorrect for proceeds it can take weeks before notification of rejection and communication can be missed once sent Different activity views can show different data when a transaction is 'in process' Wish there was an option to test banking information entered for deposits, mine was rejected due to an unexpected issue with the name on my account,7,The ability to provide employees with an detailed view of their equity compensation and the real time value of the assets Protection features in place to prohibit trading in blackout period Option for employees to cover taxes related to share purchase and sales is a benefit to employees,Trello, NetSuite, Nexonia ExpensesSolium ReviewWe use it to manage our company stock options. It's extremely easy and to use and keeps you up to date on stock allocation. Additionally, the platform has all kinds of analytics built into show how everything is progressing. We use this application across our all departments that receive stock options.,Shows current dollar value of options Shows future options to be displayed Provides value and quantity summaries,Old looking layout Can be difficult if you don't have any financial background Somewhat difficult to navigate,8,Not Applicable Not Applicable Not Applicable,,HipChat, ADP Workforce Now, BambooHRShareworks ReviewShareworks is used as our equity management tool across our entire company, including two wholly owned subsidiaries. Every employee has access to the system as a management tool for employee stock options. From an administrative view, Shareworks is great for tracking stock options, cap table administration, calculation stock compensation expense (ASC 718).,Provide access for employees to company equity plan. Administer cap table. Calculate stock compensation expense (ASC 718).,Improve usability, difficult to navigate. Improve user activation process. Currently users need to know their ID, Zip Code, or SSN and we don't add that information to system so very manual to give access. Email notification templates, visibility into what has been sent. Stock compensation calculation.,8,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.,CapMx and eShares,NetSuite, Xactly Incent
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Solium Shareworks
8 Ratings
Score 7.9 out of 101
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Solium Shareworks Reviews

Solium Shareworks
8 Ratings
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Score 7.9 out of 101
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Alicia Azulay profile photo
January 26, 2019

Solium Shareworks Review: "Valuable dashboard & tools related to equity based compensation for employees and administrators"

Score 7 out of 10
Vetted Review
Verified User
Review Source
Shareworks is used to manage the company RSU and ESPP programs across the entire organization globally. It allows employee visibility into their value, vesting schedules, release option elections, etc. Key features includes that it allows for lockdown during blackout periods to protect employees from trading during the blackout period unintentionally and automatic release options to sell shares, sell shares & hold shares to cover taxes or hold shares.
  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
  • If banking information is incorrect for proceeds it can take weeks before notification of rejection and communication can be missed once sent
  • Different activity views can show different data when a transaction is 'in process'
  • Wish there was an option to test banking information entered for deposits, mine was rejected due to an unexpected issue with the name on my account
Suited to manage RSU and ESPP equity plans for medium to large sized corporations who operate globally and have multiple vesting periods throughout the year. Also a great option for companies that are publicly traded with options to block trading in the system during blackout dates. Overall the system is likely more than needed for small equity plans without a lot of activity.
Read Alicia Azulay's full review
Graham Hill profile photo
October 10, 2017

Solium Shareworks: "Solium Review"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use it to manage our company stock options. It's extremely easy and to use and keeps you up to date on stock allocation. Additionally, the platform has all kinds of analytics built into show how everything is progressing. We use this application across our all departments that receive stock options.
  • Shows current dollar value of options
  • Shows future options to be displayed
  • Provides value and quantity summaries
  • Old looking layout
  • Can be difficult if you don't have any financial background
  • Somewhat difficult to navigate
It's great for a growing company that is giving out shares to employees
Read Graham Hill's full review
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March 27, 2017

Solium Shareworks: "Shareworks Review"

Score 8 out of 10
Vetted Review
Verified User
Review Source
Shareworks is used as our equity management tool across our entire company, including two wholly owned subsidiaries. Every employee has access to the system as a management tool for employee stock options. From an administrative view, Shareworks is great for tracking stock options, cap table administration, calculation stock compensation expense (ASC 718).
  • Provide access for employees to company equity plan.
  • Administer cap table.
  • Calculate stock compensation expense (ASC 718).
  • Improve usability, difficult to navigate.
  • Improve user activation process. Currently users need to know their ID, Zip Code, or SSN and we don't add that information to system so very manual to give access.
  • Email notification templates, visibility into what has been sent.
  • Stock compensation calculation.
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
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Solium Shareworks Scorecard Summary

About Solium Shareworks

Solium Shareworks is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.

Solium Shareworks Technical Details

Operating Systems: Unspecified
Mobile Application:No