Equity Edge Online

Equity Edge Online

Morgan Stanley
FolioSure

FolioSure

Acuity Analytics
+
+

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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

Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Public and private company stock plan administrators who need a cloud-based platform to manage equity accounting, recordkeeping, administration, integrations, automation, compliance, and audit-ready reporting

Audience

Private Equity, Venture Capital, Fund of Funds, Pension Funds, Alternative Asset Managers, Family Offices

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

Acuity Analytics
Founded: 2002
United Kingdom
www.acuityanalytics.com/technology/digital-solutions/private-markets/

Alternatives

Shareworks

Shareworks

Morgan Stanley

Alternatives

VESTBERRY

VESTBERRY

Vestberry
Allvue

Allvue

Allvue Systems

Categories

Categories

Equity Management Features

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
Valuation Management
Vesting Management
VSOP Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

No info available.

Integrations

No info available.
Claim Equity Edge Online and update features and information
Claim Equity Edge Online and update features and information
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Claim FolioSure and update features and information