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

You can stay up-to-date with portfolio companies by customizing templates for founders to fill in, checking status of reports and downloading data with a single click. All your investment history is outlined to track records and analyze performance, helping you to make smarter decisions on your future investments. You can rely on our dashboard crafted for you to check latest ownership changes, track capital usage and filter down metrics based on your needs. Post-investment management is easier with cap table data synced, business performance updated and voting agenda shared to better communicate and understand your portfolios. Manage stock options and plans from issuance, vesting, awards, and more. Requesting shareholder approval on corporate matters can be effectively handled by creating agendas, sending email reminders and receiving online voting results with e-signatures.

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

Businesses searching for an equity management platform to track cap tables, stock options and investor updates

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

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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

QuotaBook
Founded: 2019
South Korea
www.quotabook.com

Alternatives

Shareworks

Shareworks

Morgan Stanley

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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