Wer nutzt diese Software?

Unternehmen, die die Kontrolle über die Aktienpläne ihrer Mitarbeiter erhalten wollen.

Durchschnittliche Bewertung

7 Bewertungen
  • Gesamt 3.5 / 5
  • Benutzerfreundlichkeit 4 / 5
  • Kundenservice 2.5 / 5
  • Funktionen 3.5 / 5
  • Preis-Leistungs-Verhältnis 3.5 / 5

Produktdetails

  • Startpreis 3,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)
    Online

Angaben zum Hersteller

  • Morgan Stanley
  • https://www.shareworks.com/
  • Gegründet 1999

Über Shareworks

Plattform für die Verwaltung von Aktienplänen, die die Planverwaltung, Spesenabrechnung, Formularablage, Szenarienmodellierung und mehr übernimmt.

168250

Shareworks Funktionen

  • Bewertungsmanagement
  • CRM
  • Cap Table (Kapitalisierungstabelle)
  • Dealmanagement
  • Dokumentenspeicher
  • Finanzmodellierung
  • Options-Management
  • Portfoliomanagement
  • Private Equity
  • Public Equity
  • Teilnehmer-Portal
  • Vesting Management

Die hilfreichsten Reviews für Shareworks

Very poor product with useless customer service

Bewertet am 23.4.2019
Kevin M.
Analyst
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
1/5
Gesamt
1 / 5
Benutzerfreundlichkeit
1 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
1 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.

Nachteile: Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

Never on time

Bewertet am 2.10.2018
Michael P.
Operations associate lead
Medizinische Geräte, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
2/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
1 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall experience was crap. I've been using Solium since our Company became public. I made some transaction here and there but the last two transaction that i did for a large amount of money was delayed. I requested to wired the funds to my Bank. Normally it should take 3-5 business days. My last transaction actually is still on escalation. Sold my stock 2 weeks ago and still havent got it. Contacted Solium about the delay but they keep saying that the transaction has made and my Bank should have it by now. I called my Bank to verify if they have any pending transaction for me but they said they do not see anything on their end. My Bank asked me to call Solium and ask them for the FED IMAD or SSM. I called Solium about it and the rep said he requested the information from their bank and it will take time, so he said he'll call me back. I received a call from the rep stating that they do not provide those information. I asked to talk to a supervisor or manager to better understand what causing the delay. Finally they transfer the call to one of the supervisor from Solium. He said that the cause of delay might be the ABA routing number that i use is wrong. I told him, how is that possible if i verified that ABA routing number to one of my Bank rep over the phone. He said he will send a escalation to their operations team about it and contact me within 24-48 hours. I found out that the note he pout on the escalation was "i put the wrong ABA routing"

Vorteile: Solium website is easy to use and very straight forward.

Nachteile: There's always delay when you do transaction

Love the dashboard

Bewertet am 1.2.2019
Verifizierter Rezensent
Talent Coordinator
Personalbeschaffung & -besetzung, 501-1.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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.

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

Very easy to navigate, not easy to obtain tax rates

Bewertet am 26.8.2018
Verifizierter Rezensent
Sr. Stock Plan Analyst
Internet, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Pretty darn good.

Vorteile: 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.

Nachteile: 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.

Bewertet am 11.4.2018
Eric M.
Director of Finance
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
2 / 5
Benutzerfreundlichkeit
2 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis

Vorteile: 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.

Nachteile: 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.

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