Equity Edge Online

Equity Edge Online

Morgan Stanley
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About

Equity Edge Online is an integrated, cloud-based equity platform designed to take stock plan administration to new heights. It helps companies build a culture of ownership by making equity work better for employees while giving plan administrators total control over stock plan accounting, recordkeeping, and administration. It provides modern, integrated tools that streamline day-to-day plan management, including API connectivity for easy integration with third-party applications such as HR and payroll systems. Equity Edge Online also performs platform upgrades automatically, reducing reliance on internal technology teams, and helps secure participant accounts with comprehensive security features. Its automated administrative support eases the burden on teams so they can get more out of their equity plan, while turnkey automation simplifies a range of plan-related tasks and streamlines daily management.

About

Equity Matrix is a web-based dynamic equity tracking tool for startup founders, co-founders, and small-business partners. Teams record work hours and cash contributions, set hourly market rates, and apply configurable multipliers to cash so contributions can be converted into shares. The platform calculates each participant’s ownership from accumulated contributions and updates the equity table as new work or investment is recorded. Shared, timestamped records help co-founders review contribution history and understand how ownership changes as roles and participation evolve. Users can log contributions in the app or through Slack. When a team is ready to formalize its ownership or prepare for fundraising, its contribution record can serve as a starting basis for a traditional cap table. Equity Matrix is designed for early-stage teams seeking a contribution-based process for documenting and discussing founder equity.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and stock plan administrators that need to manage equity compensation plans, accounting, recordkeeping, reporting, and administration

Audience

Startup founders, co-founders, and small business partners working out a fair equity split.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$24/month
$24 per month, billed annually. A 14-day free trial is offered.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Morgan Stanley
Founded: 1935
United States
www.morganstanley.com/atwork/equity-edge-online

Company Information

Equity Matrix
Founded: 2025
United States
equitymatrix.io

Alternatives

Alternatives

Shareworks

Shareworks

Morgan Stanley
Shareworks

Shareworks

Morgan Stanley

Categories

Equity Management Supported

Categories

Equity Management Supported

Integrations

Slack Not Supported

Integrations

Slack Supported
Claim Equity Edge Online and update features and information
Claim Equity Edge Online and update features and information
Claim Equity Matrix and update features and information
Claim Equity Matrix and update features and information