Who Uses This Software?

Businesses looking for control over their employee's equity plans.


Average Ratings

6 Reviews

  • 4 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact Solium for pricing details.
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Solium
  • solium.com
  • Canada

About Shareworks

Equity plan management platform that handles plan administration, expense accounting, forms filing, scenarios modeling, and more.


130648

Shareworks Features

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

Shareworks Reviews Recently Reviewed!


Never on time

Oct 01, 2018
2/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Extremely
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Pros: Solium website is easy to use and very straight forward.

Cons: There's always delay when you do transaction

Overall: 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"

Love the dashboard

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

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

Overall: 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.

Very easy to navigate, not easy to obtain tax rates

Aug 26, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: 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.

Cons: 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.

Overall: Pretty darn good.

The software is okay, but could be more user friendly.

Apr 11, 2018
4/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: 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.

Cons: 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.

Clear and easy

Dec 07, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I find seeing and understanding my options simple and easy. The UI is easy to navigate

Cons: Nothing for me on this one. Not much to say I like this software.

user friendly and intuitive

Jun 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
Likely

Pros: I like how this software develops reports, analyses and is user friendly. Very easy to run graphs and also very easy to understand the graphs that are generated.

Cons: It would be nice to see additional functionalities in report analyses, research articles or resources to help people understand their shares.