Stock Option Plan Administration Software

Stock Option Plan Administration Software Overview

Stock Option Plan Administration Software is a central platform to handle the offering, distributing, managing, and issuing of stock options, equity, and shares. Stock Option Plan Administration Software can help private firms manage plans for employee and non-employee investors. Stock Option Plan Administration Software provides a range of tools to manage capitalization and investment plans and their associated assets. Stock Option Plan Administration Software also manages compliance with tax laws, 409A valuations, and other regulations.

Stock Option Plan Administration Software provides a quick and efficient way to handle the complicated aspects of employee stock and equity management. Documentation can be generated, investments managed, and equity issued, all from one dashboard. Additionally, Stock Option Plan Administration Software provides tools to automate reporting, allowing for efficient audit completion.

Stock Option Plan Administration Software may have similarities with products in the Investment Portfolio Management Software category, but there are several key differences. While Stock Option Plan Administration Software can manage portfolios and investments, they don’t usually have the same robust portfolio construction and market analysis tools. However, Stock Option Plan Administration Software streamlines the handling of stock plans, and as such has a great range of tools to manage compliance, issuance, and data management for both employee and non-employee shareholders.

Stock Option Plan Administration Products

(1-17 of 17) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

Carta (formerly eShares)

Carta (formerly eShares) is cloud software that allows private companies to manage and interact with their share- and optionholders. Accoding to the vendor, companies can easily issue stock certificates individually or in bulk, and shareholders can receive and view their shareholdings…

Shareworks, by Morgan Stanley

Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans…

Backstop

Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment…

Certent Equity Management

Certent Equity Compensation Management, now part of Insightsoftware since the January 21 acquisition, helps companies stay compliant in the administration of equity awards and grants.

Perks.Vision

Perks.Vision automates online share plan system workflows to reduce data entry and ensure accuracy of information. The vendor states that their Online Share Plan System has been implemented since 2002 with more than 40 Share Plans implemented over 9,000 participants . They describe…

Astrella, by AST

Astrella is a cloud-based software platform designed to help users manage ownership in private companies, from AST headquartered in Brooklyn.

Eqvista - Cap Table Management

Eqvista is an equity management software offering technology designed to transform the user's company, and work to manage the user's cap table, company shares, and valuations. Users can incorporate their companies and manage equity all in one place. Eqvista supports cap tables from…

Ledgy

Ledgy is an equity management solution boasting compliance in all countries with security, privacy, and scalability. Users can show the latest information to all stakeholders, including employees and investors, about their investments, streamline due diligence and handle every vesting…

EquityBee

For Startup employees: EquityBee enables startup builders, the employees, to obtain the capital needed to exercise their stock options. How it works: Sign up - Users access EquityBee’s secure dashboard and provide options details. Once approved, the opportunity to fund the exercise…

Gust Equity Management

Gust is a global SaaS platform for founding, operating, and investing in scalable, high-growth companies. Gust’s online tools help entrepreneurs start, run, and fundraise for companies and provide deal flow and relationship management for investors. As a community of entrepreneurs…

LTSE Equity

LTSE, formed from the combination of the former Captable.io and Fast409a, is a platform for companies' and users' equity needs. LTSE Equity is a complete cap table solution for planning, managing and collaborating on startup equity.

Diligent Equity (EquityEffect TruEquity)

Diligent Equity (formerly TruEquity from EquityEffect) simplifies equity management with solutions built for venture capital, private equity, start-ups and service providers, and is designed to enable users to easily manage their portfolios' cap tables, legal terms and performance.…

Computershare GEMSᵖᵐ (OPTRACK)

Computershare's GEMSᵖᵐ (formerly known as OPTRACK) is a stock option plan administration solution. It includes wizard-based data entry, which is designed for usability from a junior administrator to the Chief Financial Officer. GEMSᵖᵐ's financial reporting capabilities are comprehensive,…

Global Shares

Global Shares is equity compensation software that allows users to administer their employee share plans. Global Shares is used by both private and public companies, from fast growing start-ups to truly global organisations, with share plans in dozens of countries and tens of thousands…

OptionTrax

The OptionTrax™ Platform is a complete solution to manage employee stock plans. It simplifies plan administration with automated tracking, reporting, compliance, and communication capabilities.OptionTrax includes:SSAE-16 Type II compliance audit annuallySingle Web-based platform…

Cake Equity

Cake Equity provides a platform to help startups and scaleups raise capital, manage shareholders and grow their business.

HighCastle Fundraising and Cap Table Management

HighCastle provides a solution to manage investor pipeline, connect with new investors, close a funding round with all necessary legal documents, issue and manage equity and debt securities, convertibles, options and maintain shareholder relations. HighCastle equity management software…

Learn More About Stock Option Plan Administration Software

What is Stock Option Plan Administration Software?

Stock Option Plan Administration Software is a central platform to handle the offering, distributing, managing, and issuing of stock options, equity, and shares. Stock Option Plan Administration Software can help private firms manage plans for employee and non-employee investors. Stock Option Plan Administration Software provides a range of tools to manage capitalization and investment plans and their associated assets. Stock Option Plan Administration Software also manages compliance with tax laws, 409A valuations, and other regulations.

Stock Option Plan Administration Software provides a quick and efficient way to handle the complicated aspects of employee stock and equity management. Documentation can be generated, investments managed, and equity issued, all from one dashboard. Additionally, Stock Option Plan Administration Software provides tools to automate reporting, allowing for efficient audit completion.

Stock Option Plan Administration Software may have similarities with products in the Investment Portfolio Management Software category, but there are several key differences. While Stock Option Plan Administration Software can manage portfolios and investments, they don’t usually have the same robust portfolio construction and market analysis tools. However, Stock Option Plan Administration Software streamlines the handling of stock plans, and as such has a great range of tools to manage compliance, issuance, and data management for both employee and non-employee shareholders.

Stock Option Plan Administration Software Features

The most common Stock Option Plan Administration Software features are:

  • Project management
  • eSignature and document management
  • Data management
  • Compliance management
  • Board clearance and approvals management
  • Certificates management
  • Shareholder management
  • Investment management
  • Equity issuance and tracking
  • Financial reporting
  • Share ownership planning
  • Stock option compensation expense management
  • Blackout date trading protection
  • Investment analytics
  • 409A valuations
  • Round and exit modeling
  • Cap table security
  • Employee and non-employee equity tracking
  • System scalability
  • Scenario planning
  • On-demand expert consultation
  • User access control
  • On-premise, cloud, and hybrid deployment

Stock Option Plan Administration Software Comparison

When choosing the best Stock Option Plan Administration Software for you, consider the following:

Accounting functionality. Some Stock Option Plan Administration Software offer payroll and accounting features, so if this is something you’re looking for in a product, there are a few options. Backstop, for example, allows you to manage payment, invoices, and budgeting from the platform as well, making it a great singular platform to handle several financial tasks.

Types of stocks managed. Depending on the types of plans you manage, may find that some Stock Option Plan Administration Software are better choices for you. For Example, Global Shares provides means to manage grants from the United States, the United Kingdom, and the rest of the world, making it an exceptional choice for globalized businesses.

Audit support. A Stock Option Plan Administration Software solution with robust auditing tools can automate compliance with market demands and government regulations, making them efficient,time-saving options. Computershare GEMSPM (formerly OPTRACK) offers a range of calculation tools that not only compare competitive plans, but also keep thorough records of calculations and provide quick justification references.

Pricing Information

Vendors such as Ledgy offer free plans with limited options or services, making them helpful for small businesses looking for a cost-saving stock option plan solution. Otherwise, most products require direct contact with the vendor to create a business-specific pricing plan. Most paid plans offer free demos and trials.

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Frequently Asked Questions

What does Stock Option Plan Administration Software do?

Stock Option Plan Administration Software are platforms to manage employee and non-employee stock plans. Stock Option Plan Administration Software helps private firms issue equity, manage investments, and meet compliance.

What are the benefits of using Stock Option Plan Administration Software?

By automating many processes of stock option plan management, Stock Option Plan Administration Software saves cost and labor that would otherwise be spent on menial tasks. Stock Option Plan Administration Software also provides tools for efficient audit and compliance management to help firms avoid litigation, government fines, and similar concerns.

How much does Stock Option Plan Administration Software cost?

There are several free plans with limited features, but most vendors make specific plans to meet the needs of a business. Free trials and demos are available.