Stock plan management software

Join the thousands of product sellers and retailers that trust Cin7 to manage their inventory. Get products to more customers, more efficiently, through more sales channels—faster than ever before. Cin7 connects your products, sales channels, stock locations, orders, warehouses, workflows, reports and more into one automated solution. Delight everyone right across your business with one connected source of truth. Give your operations, finance, warehouse, and ecommerce managers the tools they need to work together more efficiently and smoothly.

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Stock plan management software

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Set up your option plan in minutes

Self-administering your employee stock options and restricted stock plans is a great choice for companies who are just starting off with equity compensation or looking for a cost-effective way to move off spreadsheets. It is also a good choice for companies who simply require a software solution to manage their plans, cap table and employee inquiries. However, as your company grows you may find that bringing on a partner to assist with the administration of your plan can free up time and resources needed to focus on your business.

We want to help. Take advantage of direct debit functionality to avoid sending in a check to pay for option costs or taxes. Generate real-time account statements, view plan documentation and historic electronic communications. I am raising capital I need help with investor records I need a business partner Insights Contact us.

Back Services for funding portals Advisor portal. Manage employee equity plans efficiently and securely. Let us help with the administration of your employee equity plan Self-administering your employee stock options and restricted stock plans is a great choice for companies who are just starting off with equity compensation or looking for a cost-effective way to move off spreadsheets.

Tools for you With our service, all your plan rules, confidential employee information and grant data are securely stored. You will be able to manage those records using our suite of web-based tools that allow you to:. Upload employee and grant data via secure file transfer. Generate customized administration reports. View employee accounts to help answer questions.

Automate sending of standard letters and email communications. Automate the calculation of retirement eligibility events. Track participant mobility. Looking for full-service administration for your equity plans?

We can help with that, too. Learn More. Support your employees Your employees will access their accounts through the mobile-friendly Employee Online website. Customize electronic communication preferences. Learn more about the importance of their grants and awards from our complimentary education site.

Contact Us. Prefer to administer your employee equity plan yourself? Check out our self-administration software solutions.


Equity compensation services

Colonial is the leading provider of secure web based software solutions to help companies manage and account for stock based compensation. Our stock option tracking platform monitors and tracks all activities that are related to employee stock options. In addition, our software has the capability to track all other equity instruments in real time for both private and publicly traded companies. Stock option tracking is not a standard part of our typical transfer agent services. However it is an additional solution for executives to better manage their stock.

For its free plan, Zoho Inventory gives you a lot of inventory features that will enable your business to grow. It provides low stock alerts.

Best stock option management software for your company

Incentive Plans. Easily incentivize your team with company equity. The benefits of this are your employees feel more bought in, empowered, and valued, ensuring their determination to allow your organization to succeed as much as you want it to. Equa provides a visual graph to depict time-based vesting schedules, to easily show when your team member's options will vest. Reward yourself by saving time rewarding your team. Create digital certificates with ease! Once you've added your team members, securities, and legends, you will be able to create and view your digital share certificates.

Do it right the first time

stock plan management software

From the small stuff to the big picture, Asana organizes work so teams know what to do, why it matters, and how to get it done. Organize and assign tasks. With lists, teams see immediately what they need to do, which tasks are a priority, and when work is due. See how work maps out over time.

Our First and Premium plans are designed for small businesses who need to create sales and purchase documents such as estimates, sales orders, shipping orders, invoices and purchase orders while your inventory is updated in real time. It also includes manual stock adjustments such as stock entry, stock removal and stock movement.

UBS One Source (Corporate Stock Plans)

StockTrim has powerful capabilities for optimizing inventory levels , calculating safety stocks, and generating the most optimal purchase order plans. Easily see what areas to focus on for immediate ordering and over-stocks. Have a clear summary of your inventory at a glance with our scrolling dashboard. No more time consuming calculations with forecasts, current stock levels, and supplier lead times. Drill down to see the underlying demand patterns and order quantity calculations so you can be confident in predictions and ordering the right amount.

What is the Best & Free Cap Table Management Software for Startups?

We're Hiring. Get full visibility of your back of house operations and KPIs, so you can grow without compromise. Break through the silos and connect the dots between workflows. Add modules when you need them. Connect new units as you grow. Each sale and every stockable recipe depletes your inventories down to its raw ingredients. Get notified when items reach minimum levels.

Streamline your equity management from formation to exit. Cap table and ESOP software, secondaries & valuations. Partners. Manage equity with your clients.

Save time with fully-featured equity management tools and services that meet the needs of all your stakeholders and help you to get back to business. Streamline your equity management yourself with our cutting-edge, easy-to-use software. I do not mind shouting my praise for the system — it truly has been a life and time saver for us. We could not be happier — honestly!

The innovation, support, and experience needed to deliver for your business and your employees. Home Working with us Solutions Resources. Supporting you All your benefits in one place Discover benefits that offer seamless integration, saving time, money and hassle. See how we are transforming the customer experience and delivering the highest levels of protection. Supporting your employees Prioritizing financial wellness Learn how Fidelity provides targeted financial wellness support to your employees. Who we are About us Meet Fidelity, the industry leader you can trust to deliver powerful benefits solutions.

Our physical offices are closed, but our advisers remain at your disposal to help you plan the resumption of your activities. Stock control, otherwise known as inventory control , is used to show how much stock you have at any one time, and how you keep track of it.

Being unaware of the available stock is a common problem among sales representatives. Not knowing the current stock results in leaving a demand unfulfilled, possibly irreversibly missing a sale opportunity. This setback can easily be avoided by using real-time stock management tools that allow you to know at all times the availability of a product and facilitate the generation of specific offers for each customer. The essence of competitiveness of companies and sales departments lies in the ability of offering a fast , personalized, quality and reliable service at the lowest possible cost. This can be accomplished through an efficient and automated order and stock management.

Self-administering your employee stock options and restricted stock plans is a great choice for companies who are just starting off with equity compensation or looking for a cost-effective way to move off spreadsheets. It is also a good choice for companies who simply require a software solution to manage their plans, cap table and employee inquiries. However, as your company grows you may find that bringing on a partner to assist with the administration of your plan can free up time and resources needed to focus on your business.

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