Stock Option Plan Administration Software
Best Stock Option Plan Administration Software include:
Carta, Shareworks, by Morgan Stanley, Certent Equity Management, Computershare GEMSᵖᵐ (OPTRACK), Ledgy, Cake Equity and Statmetrics.
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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?
What are the benefits of using Stock Option Plan Administration Software?
What are the best Stock Option Plan Administration Software products?
The most popular Stock Option Plan Administration Software products are:
- Carta
- Shareworks
- LTSE Equity
- Backstop
- Certent Equity Management
- Global Shares
- Ledgy
- Computershare GEMSPM (formerly OPTRACK)
- EquityBee