Shareworks

Love the dashboard

Commentaires : Absolutely love it. I enjoy checking things at a glance and it is easy to navigate which is perfect when I don't have a lot of time to check on things.

Avantages :

The dashboard is my favorite part due to the ease of seeing my account and important information at a quick glance. Also how it shows the current stock price at the top of the page allows me to know what is going on with our shares.

Inconvénients :

Don't have any negative feedback on the software. It is exactly what I need and is displayed how I like to see things.

The best employee share scheme admin software

Avantages :

The admin features, reporting and award management, are terrific.

Inconvénients :

Some of the user experience for particpants is a little confusing for staff.

Legacy software that fails to deliver

Commentaires : Would avoid if possible. There are better, easier platforms to use.

Avantages :

It shows expected value of shares. It shows information on shares.

Inconvénients :

Poor user experience, hard to navigate and use. Constantly trying to get me to open an etrade account. No notifications when tax documentation is ready. Really a pain across multiple fronts. Carta was much easier and better to use for shareholders.

Very easy to navigate, not easy to obtain tax rates

Commentaires : Pretty darn good.

Avantages :

I really enjoy the platform layout and the ability to choose the country and stock plan you want to view the rules for. It's also great to have the employee tax guides per country and award. The rules themselves are pretty easy to understand. Our client service managers are great and very helpful. I love the email updates of country taxation.

Inconvénients :

I wish the tax rates were easier to find and more broken out into appropriate tax tiers for certain countries. Also, while it's generally easy to understand the advice in the tax guides, some of the language isn't 100% clear.

The software is okay, but could be more user friendly.

Avantages :

The software seems to do its job of properly calculating the stock compensation expense for us, but also seems to be somewhat not user friendly. The customer service is also lacking in ability to help at times I feel. I feel like it takes some time to get responses sometimes.

Inconvénients :

The interface is confusing and not easy to use in my opinion. It feels like a dated interface that is not what people are used to today.