Best Stock Plan Administration Software

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Stock plan administration software helps publicly listed companies manage employee share plans. It enables organizations to offer and manage complex stock plans by automating the administration of these plans. It also ensures compliance with regulatory requirements. This software helps companies align business performance and shareholder value with employee incentives.

Stock plan administration software is often used across HR, finance, legal, and compliance departments. HR teams use it to manage stock programs, finance teams rely on it for accurate financial reporting and tax compliance, and legal teams use it to ensure regulatory compliance. Employees also interact with the system through self-service portals that allow them to view, understand, and act on their stock plans.

This software integrates with systems that manage people, such as benefits administration platforms, payroll systems, and accounting software.

While similar, stock plan administration software is not to be confused with equity management software because stock plan administration software manages employee stock plans and contains specialized tools needed for public company stock plans. Equity management software, on the other hand, provides a broader, strategic view of a company’s entire capitalization table, ownership, and fundraising.

To qualify for inclusion in the Stock Plan Administration category, a product must:

Provide end-to-end management of share plans for publicly traded companies
Facilitate stock trading and settlements
Provide an employee self-service portal where employees can gain visibility and manage their stock plans
Help automate the creation of financial reports, including real-time International Financial Reporting Standards (IFRS) 2 reporting, and integrate with accounting tools to streamline audit and financial compliance

Best Stock Plan Administration Software At A Glance

Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

13 Listings in Stock Plan Administration Available
(49)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$1,200.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 76% Small-Business
    • 16% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Astrella Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Cap Table Management
    6
    Customer Support
    6
    Ease of Use
    5
    Team Helpfulness
    3
    Implementation Ease
    2
    Cons
    Lack of Instructions
    2
    Complex Reporting
    1
    Expensive
    1
    Limited Features
    1
    Manual Operations
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Equiniti
    Company Website
    Year Founded
    1988
    HQ Location
    New York, USA
    LinkedIn® Page
    www.linkedin.com
    5,324 employees on LinkedIn®
    Ownership
    LSE:EQN
Product Description
How are these determined?Information
This description is provided by the seller.

Astrella is a cloud-based Software as a Service (SaaS) solution designed to help companies efficiently manage their ownership data, including capitalization tables (cap tables) and employee equity pla

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 76% Small-Business
  • 16% Mid-Market
Astrella Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cap Table Management
6
Customer Support
6
Ease of Use
5
Team Helpfulness
3
Implementation Ease
2
Cons
Lack of Instructions
2
Complex Reporting
1
Expensive
1
Limited Features
1
Manual Operations
1
Seller Details
Seller
Equiniti
Company Website
Year Founded
1988
HQ Location
New York, USA
LinkedIn® Page
www.linkedin.com
5,324 employees on LinkedIn®
Ownership
LSE:EQN
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

    Users
    • Controller
    Industries
    • Biotechnology
    • Banking
    Market Segment
    • 52% Mid-Market
    • 37% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Certent Equity Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    23
    Ease of Use
    21
    Reporting
    16
    Reporting Efficiency
    15
    Equity Management
    12
    Cons
    Limited Customization
    6
    Poor User Interface
    5
    Technical Issues
    5
    Complex Reporting
    4
    Poor Customer Support
    4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    800 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,177 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, a

Users
  • Controller
Industries
  • Biotechnology
  • Banking
Market Segment
  • 52% Mid-Market
  • 37% Enterprise
Certent Equity Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
23
Ease of Use
21
Reporting
16
Reporting Efficiency
15
Equity Management
12
Cons
Limited Customization
6
Poor User Interface
5
Technical Issues
5
Complex Reporting
4
Poor Customer Support
4
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
800 Twitter followers
LinkedIn® Page
www.linkedin.com
2,177 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With Eqvista, you can have all of your equity management and valuations done in one place. Our state-of-the-art cap table and equity management software is what all companies need to easily issue

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 56% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Eqvista Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    5
    Equity Management
    3
    Platform Usability
    2
    Pricing
    2
    Cons
    Complex Reporting
    1
    Limited Customization
    1
    Limited Features
    1
    Poor User Interface
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Eqvista
    Year Founded
    2018
    HQ Location
    San Francisco, CA
    Twitter
    @eqvista
    365 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With Eqvista, you can have all of your equity management and valuations done in one place. Our state-of-the-art cap table and equity management software is what all companies need to easily issue

Users
No information available
Industries
No information available
Market Segment
  • 56% Small-Business
  • 28% Mid-Market
Eqvista Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
5
Equity Management
3
Platform Usability
2
Pricing
2
Cons
Complex Reporting
1
Limited Customization
1
Limited Features
1
Poor User Interface
1
Seller Details
Seller
Eqvista
Year Founded
2018
HQ Location
San Francisco, CA
Twitter
@eqvista
365 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
(116)4.8 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 87% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • J.P.Morgan Workplace Solutions Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Cap Table Management
    22
    Customer Support
    18
    Onboarding Process
    11
    Onboarding
    10
    Cons
    Technical Issues
    5
    Limited Features
    4
    Onboarding Issues
    3
    Complex ESOP Management
    1
    Difficult Setup
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    New York, NY
    Twitter
    @jpmorgan
    792,431 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    243,933 employees on LinkedIn®
    Ownership
    NYSE:JPM
Product Description
How are these determined?Information
This description is provided by the seller.

Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day a

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 87% Small-Business
  • 10% Mid-Market
J.P.Morgan Workplace Solutions Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Cap Table Management
22
Customer Support
18
Onboarding Process
11
Onboarding
10
Cons
Technical Issues
5
Limited Features
4
Onboarding Issues
3
Complex ESOP Management
1
Difficult Setup
1
Seller Details
Company Website
HQ Location
New York, NY
Twitter
@jpmorgan
792,431 Twitter followers
LinkedIn® Page
www.linkedin.com
243,933 employees on LinkedIn®
Ownership
NYSE:JPM
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 46% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OptionTrax By Empower Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    7
    Ease of Use
    6
    User Interface
    4
    Knowledge
    3
    Simple
    3
    Cons
    Complex Reporting
    2
    Poor Customer Support
    2
    Difficult Setup
    1
    Lack of Instructions
    1
    Poor User Interface
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1992
    HQ Location
    Radnor, PA
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Expert-backed, easy-to-use equity plan and cap table management software. As the longest standing provider in the space, we have the most experienced Certified Equity Professionals, with an average t

Users
No information available
Industries
No information available
Market Segment
  • 46% Mid-Market
  • 29% Small-Business
OptionTrax By Empower Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
7
Ease of Use
6
User Interface
4
Knowledge
3
Simple
3
Cons
Complex Reporting
2
Poor Customer Support
2
Difficult Setup
1
Lack of Instructions
1
Poor User Interface
1
Seller Details
Year Founded
1992
HQ Location
Radnor, PA
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Employee stock ownership plans (ESOP) encourage workers to enhance their performance as they directly benefit from the organisation’s success, making it a win-win for both sides. As a result, many bus

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BoardRoom
    HQ Location
    Singapore
    LinkedIn® Page
    www.linkedin.com
    610 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Employee stock ownership plans (ESOP) encourage workers to enhance their performance as they directly benefit from the organisation’s success, making it a win-win for both sides. As a result, many bus

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
BoardRoom
HQ Location
Singapore
LinkedIn® Page
www.linkedin.com
610 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Discover the next generation of digital innovation with EquatePlus. The platform simplifies employee share plan management and provides participants with a superior experience. Companies have full con

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Dublin, IE
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
    Ownership
    ASX: CPU
Product Description
How are these determined?Information
This description is provided by the seller.

Discover the next generation of digital innovation with EquatePlus. The platform simplifies employee share plan management and provides participants with a superior experience. Companies have full con

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
Dublin, IE
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®
Ownership
ASX: CPU
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Fidelity Private Shares Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    4
    Cap Table Management
    2
    Ease of Use
    2
    Equity Management
    2
    Customisation
    1
    Cons
    Lack of Instructions
    1
    Poor User Interface
    1
    Workflow Inefficiencies
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Fidelity
    Company Website
    Year Founded
    1946
    HQ Location
    Boston, US
    Twitter
    @Fidelity
    387,640 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80,317 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fidelity Private Shares is offering the next generation of equity management. We're reshaping how private companies get started, raise capital, and exit by raising the bar for cap table management

Users
No information available
Industries
No information available
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Fidelity Private Shares Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
4
Cap Table Management
2
Ease of Use
2
Equity Management
2
Customisation
1
Cons
Lack of Instructions
1
Poor User Interface
1
Workflow Inefficiencies
1
Seller Details
Seller
Fidelity
Company Website
Year Founded
1946
HQ Location
Boston, US
Twitter
@Fidelity
387,640 Twitter followers
LinkedIn® Page
www.linkedin.com
80,317 employees on LinkedIn®
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 54% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Ledgy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    19
    Ease of Use
    19
    User Interface
    14
    Equity Management
    9
    Onboarding
    8
    Cons
    Technical Issues
    6
    Complex ESOP Management
    4
    Complex Reporting
    4
    Limited Features
    3
    Difficult Setup
    2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Ledgy
    Year Founded
    2017
    HQ Location
    Zurich, Zurich
    Twitter
    @Ledgy
    664 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Stay compliant, save time and engage your team. Ledgy is the modern equity management platform that takes your company further. Make your time-consuming, manual processes easy by automating key tas

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 54% Mid-Market
  • 43% Small-Business
Ledgy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
19
Ease of Use
19
User Interface
14
Equity Management
9
Onboarding
8
Cons
Technical Issues
6
Complex ESOP Management
4
Complex Reporting
4
Limited Features
3
Difficult Setup
2
Seller Details
Seller
Ledgy
Year Founded
2017
HQ Location
Zurich, Zurich
Twitter
@Ledgy
664 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Optio Incentives is a leading equity management platform that makes complex stock plans simple and efficient. Our powerful platform and expert support help companies seamlessly manage their equity pro

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Optio
    Year Founded
    2017
    HQ Location
    Oslo, Norway
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Optio Incentives is a leading equity management platform that makes complex stock plans simple and efficient. Our powerful platform and expert support help companies seamlessly manage their equity pro

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Seller
Optio
Year Founded
2017
HQ Location
Oslo, Norway
LinkedIn® Page
www.linkedin.com
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Stock Plan Administration made easy.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    279 employees on LinkedIn®
    Ownership
    NYSE: SCHW
Product Description
How are these determined?Information
This description is provided by the seller.

Stock Plan Administration made easy.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
LinkedIn® Page
www.linkedin.com
279 employees on LinkedIn®
Ownership
NYSE: SCHW
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Shareworks by Morgan Stanley Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Equity Management
    2
    Process Simplification
    1
    Real-time Updates
    1
    Cons
    Poor User Interface
    3
    Lack of Mobile Accessibility
    1
    Poor Customer Support
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1935
    HQ Location
    New York, NY
    Twitter
    @MorganStanley
    721,389 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    88,497 employees on LinkedIn®
    Ownership
    NYSE: MS
Product Description
How are these determined?Information
This description is provided by the seller.

Shareworks helps both private and public companies build cultures of ownership with a comprehensive suite of tools for equity plan management to help companies engage and attract top talent, simplify

Users
No information available
Industries
  • Computer Software
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
Shareworks by Morgan Stanley Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Equity Management
2
Process Simplification
1
Real-time Updates
1
Cons
Poor User Interface
3
Lack of Mobile Accessibility
1
Poor Customer Support
1
Seller Details
Year Founded
1935
HQ Location
New York, NY
Twitter
@MorganStanley
721,389 Twitter followers
LinkedIn® Page
www.linkedin.com
88,497 employees on LinkedIn®
Ownership
NYSE: MS
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A transformative, real time and totally interconnected share plans solution.

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A transformative, real time and totally interconnected share plans solution.

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®