Really worth a look for anyone looking at an independent best of breed. Top 5 options tools free andrew hart seeking alpha. Stock option plan administration software optiontrax. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. If you are an institution, click below to learn more about our offerings for rias, hedge funds, compliance officers and more. But together, they hope to offer the most accurate view of how much salary and stock other companies offer to help startups figure out exactly how. Rounding out the top five free tools for options traders is a phenomenal stock screener. Cap table apps team up as solium acquires capshare techcrunch. Jan 25, 2018 at the time, software designed for stock plan administration was in its infancy, and regulators focused on disclosures and stock plan transactions by corporate officers and directors. Below is a screenshot of what youd find in your option grant sheet in startup edition. Oct 10, 2017 uber, spacex and stripe rely on solium to keep track of all their shareholders and stock plans. It allows users to collaborate, share, comply, trade, model, support decisions. But together, they hope to offer the most accurate view of how much salary and stock other. You will be prompted through the simple, stepbystep online exercise process.
Let solium administer your stock or option incentive plan and your employees can open an ib account where they automatically receive their vested shares. Analyze and compare future rounds to make the best. Sum, the leading provider of softwareasaservice for global equitybased incentive plans, administration, financial reporting. Stock solium capital stock price today markets insider. Shareworks by morgan stanley equity management software is a leader in. Streamline how you manage equity from founding to ipo. Apr 30, 2018 one of the most important inputs into the calculation of your stock option expense will be your option grants.
Solium capital, a provider of cloudenabled software and services for equity administration, financial reporting and compliance, is to acquire optionease, a. Founded in 1999, solium has offices in canada and the united states. The option expense will heavily rely on information like the grant date, strike price, vesting plan, option type, etc. This means employees dont have to wait for weeks to get responses about their stock options. Optiontrax through technology, education, and support we simplify your equity administration. It also does 409a valuations see internal revenue code section 409a. Shareworks provides the ability for public and private companies to manage stock option plans, employee share purchase programs, and perform complex financial reporting. Solium announces acquisition of capshare markets insider. Shareworks by morgan stanley fund transfer services for private companies are provided by solium financial services llc. Solium is a leading global provider of webbased stock plan administration technology and services. Solium shareworks is a cloudbased equity compensation administration platform. It includes an easy to use administration interface, with wizardbased data entry, which is designed for usability from a junior administrator to the chief financial officer.
Solium shareworks vs carta 2020 comparison financesonline. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial. Finviz financial visualization provides an unrivaled screener and cool heat maps on the. Track all types of equity, options, and convertible debt. Oct 09, 2012 solium capital, a provider of cloudenabled software and services for equity administration, financial reporting and compliance, is to acquire optionease, a provider of applications for fair. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Shareworks by morgan stanley services for public companies are provided by solium financial services llc and morgan stanley smith barney llc, members sipc, and their affiliates, all whollyowned subsidiaries of morgan stanley. To exercise a stock option, click on the portfolio tab, next click on stock options and awards tab. Solium aims to solve the problem of equity management and financial record keeping with our platform.
Truequity is a powerful stock option management software that is designed to keep records of employee stock ownership. Eliminate paper stock certificates and issue certificated or uncertificated shares online. Featuring global equity plan support, integrated liquidity events and more. Cap table management software shareworks by morgan stanley. Jul 28, 20 however, if you have a plain and simple stock option plan, then you can go with a less robust system e. It is best known for shareworks, software used by public and private companies to manage their employee stock options andor cap tables.
Sep 03, 2019 htf market intelligence via comtex global stock option plan. Sum, the leading provider of softwareasaservice for global equitybased incentive plans, administration, financial reporting and compliance, today. Sep 03, 2019 htf market intelligence via comtex global stock option plan administration software market report. Stock option plan administration software market astonishing. Key features include stock options exercising, efiling, restricted stock planning, and financial reporting. Their software helps companies automate and manage their stock option and purchase plans, by. Click the exercise link on the far right in blue writing.
The company offers comprehensive, equity administration, valuation, and compliance solution delivered via. Even better, get in touch with an existing user of the software and solicit their comments concerning the application in question. Optrack is a stock option plan administration solution from syncbase inc. From iso limits to rule 701 compliance to asc 718 stock expensing, keep everything in line. Solium sum, the leading provider of software asaservice for global equitybased incentive plans, administration. Compare solium shareworks to alternative stock option plan administration software. Solium optionease inc company profile and news bloomberg. Sum, the leading provider of software asaservice for global equitybased incentive plans, administration, financial reporting. This software provides the correct expense amount to book each month, has full cap table and 123r built in, etc. This is not just a stock option tracking system, but a full equity all types, common, preferred, warrants, rsos, etc. Uber, spacex and stripe rely on solium to keep track of all their shareholders and stock plans. Solium computer software calgary, ab 7,651 followers solium is now shareworks by morgan stanley. Likewise, solium shareworks and carta have a user satisfaction rating of na% and na%, respectively, which indicates the general response they get from customers. The solution offers users updated and accurate stock ownership information, providing them a better understanding of the impact of liquidation and future financing on their organizations.
Earnings for solium capital are expected to decrease by 100. In alliance with carta, capshare, solium capmx, and solium shareworks product platforms, kranz provides complete stock administration service to our clients. Sum, a leading provider of equitybased incentive and savings plans administration services, is pleased to announce that it is acquiring the north american employee stock option and transcentive. Startup that sells your salary data to vcs gets bought by solium. The marketwatch news department was not involved in the creation of the content. Stock option and stock grants help companies attract and retain top talent. Solium calculating stock options surges to record high.
Press release stock option plan administration software market astonishing growth global shares, computershare, pmc, certent, carta, solium. This webbased, highly secure cap table management software helps you administer your companys equity plan, comply with regulations, unify information silos and replace spreadsheets. Please enter your account number or employee number and password in the fields below and click the login button. Employee stock option and transcentive businesses calgary, august 16, 2010 solium capital inc. Finviz financial visualization provides an unrivaled screener and cool heat maps on. Capmx capmx is an ideal solution for emerging companies, but its also a solution that enables law firms to provide services to that market. Startup that sells your salary data to vcs gets bought by. Learn about shareworks by morgan stanleys equity solutions software and services. Carta equity management solutions equity plans, cap. Your account information will be sent to your email if the provided email is correct. Solium sum, the leading provider of softwareasaservice for.
List of top stock option plan administration software 2020. Sep 03, 2019 the marketwatch news department was not involved in the creation of the content. Shareworks by morgan stanley equity solutions software. Feb 21, 2018 solium sells them stock option planning software.
Optracks financial reporting capabilities are comp. A stock option is the term used when a company grants an employee the option to purchase stock of the employer, or the parent or subsidiary corporation, at a specified price at some time in the future. How to expense stock options using software stepbystep guide. Solium announces acquisition of capshare marketwatch. Optiontrax equity plan management software that takes the headaches out of administration. Dec 30, 20 new rules aimed at curbing bank bonuses in europe are a boon for solium capital inc. Solium did not grow their private markets business organically or by doing their job well solium bought their clients and now are dealing with the operational and process hangover of no streamlining the workflow after an acquistion. But if you have restricted stock awards, restricted stock units, nonemployee stock options and other stock grants, then go with a system that can handle it all and do the valuations and provide the reporting. Stock option administration, restricted stock administration, espp. New rules aimed at curbing bank bonuses in europe are a boon for solium capital inc.