# J.P. Morgan Workplace Solutions Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about J.P. Morgan Workplace Solutions Software - reviews, pricing plans, popular comparisons to other Compensation Management products and more. Source: https://www.capterra.com/p/179918/Global-Shares --- # J.P. Morgan Workplace Solutions Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) J.P. Morgan Workplace Solutions ## What is J.P. Morgan Workplace Solutions? J.P. Morgan understands that your company’s success is driven by the remarkable commitment and dedication of its employees. Workplace Solutions is a holistic tech and service-based offering, created to empower your team to easily navigate their workplace incentives with confidence. From stock plan management and financial education to wealth building and beyond - our intuitive solutions help you attract and keep talented people who believe in your company as much as you believe in them. Contact us today to find out how we can help empower your workforce. jpmorganworkplacesolutions.com/policies/ To read our company disclaimer, visit J.P.Morgan Workplace Solutions ## What is J.P. Morgan Workplace Solutions used for? [Equity Management](https://www.capterra.com/equity-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $3 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## J.P. Morgan Workplace Solutions alternatives Highest Rated [4.9 (4,614)](https://www.capterra.com/p/172127/Rippling/reviews/) Starting price $8.00 Per User, Per Month [4.8 (4,265)](https://www.capterra.com/p/205015/Deel/reviews/) Starting price $5.00 Per User, Per Month [4.8 (2,157)](https://www.capterra.com/p/125670/Workhuman/reviews/) Starting price Contact vendor for pricing [4.5 (1,733)](https://www.capterra.com/p/66908/Workday-HCM/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Cap Table Management 3.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Breakdown of all equity of the shareholders of a company Compensation Statements 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Document Storage 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Employee Portal 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Online portal where employees can access and track their own information Goal Setting/Tracking 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time Incentive Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manages incentive programs such as profit sharing, stock awards, and individual bonus plans J.P. Morgan Workplace Solutions 34 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Record employee's benefit plans and selections throughout career progression Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Breakdown of all equity of the shareholders of a company Private online space that lets businesses securely share documents and provide information access to clients Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Track and manage adherence to policies for any service, product, process, or supplier Alter the layout and content of reports Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Online portal where employees can access and track their own information Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Compile and report on all investor activities Manage and handle various international currencies A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (9) 4.4 Based on 9 reviews ## Pricing Value for money 4.8 (6) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/pricing/) Standard (Cap Table Management) $0.00 It includes: - Employee Share Plan Management - Employee Portal - Investor Portal - Concierge Onboarding - Scenario Modelling - Documents Library Premium (Cap Table Management) $3.00 Per User,Per Month It includes: - Dedicated customer success manager Value for money 4.8 (6) 4.8 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (9) 4.8 Based on 9 reviews ## User reviews Overall rating 4.7 Based on 9 reviews Filter by rating 5(6) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JM Julie M. Payroll Manager Consumer Services ### "Try J.P Morgan Workplace Solutions" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2025 This is a program we use for our employees to be able to login and see their benefits, statements, performance on investments, etc. It is very user friendly and we have not had many complaints on using it. Pros It is easy for our employees to navigate to see their statements, balances, benefits and performance on investments. It give them the freedom to keep track of things on their own. Cons Less tech savy employees have had a bit of a learning curve navigating the program but once we are able to sit down with them and walk them through the features they are generally able to navigate it on their own. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TW Tammy W. Owner Apparel & Fashion ### "Best and most comprehensive solution for small businesses." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 6, 2025 My overall experience with J.P. Morgan Workplace Solutions has been very positive. It is easy to use and engages my employees and is free for less than 100 users. Perfect for allowing me to provide benefits to my employees. Pros I like the fact that the platform is easy to navigate and is very user-friendly and free for start-ups with less than 100 investors. Cons It does not provide 409A valuations but is still a very comprehensive program Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) [Ledgy](https://www.capterra.com/p/173939/Ledgy/) [Pulley](https://www.capterra.com/p/219303/Pulley/) Reasons for choosing J.P. Morgan Workplace Solutions We chose this one because of the features and the fact that it was free for under 100 users. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB Siobhan B. HR Manager Medical Devices ### "Great Service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 25, 2022 Excellent service provided at all times. The team in GS is friendly, knowledgeable and very efficient. Great to deal with Pros Easy to use, all the documents are always easy to find Cons There is nothing that I dislike about the software Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. YD Yvonne D. Business Manager Pharmaceuticals ### "Rollout in a newly set up entity" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 24, 2022 Very smooth roll out and exeuction Pros Product very visual and easy to use. Roll out process very well defined and executed. Team very knowledgeable Cons Restricted options on how could display text for user choice tables Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MK Mary Kay S. EVP & CFO Banking ### "Best Implementation" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 23, 2022 We have eliminated the need to account for equity grants manually. This has saved many hours when new grants are awarded and options are exercised. No more individually written and signed award agreements. Pros I have participated in numerous software implementations. This was the most well managed and seamless implementation. The project team was top notch. This software has replaced most of our manual spreadsheet based processes. Cons I would like for the funding of the stock option exercises to happen through the software. Currently payment needs to be arranged manually. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Mirko S. Senior Director Global Compensation & Benefits Biotechnology ### "Global Shares - a good platform which helps to access and manage LTI plan(s). " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2022 I am a user in a way that I manage my own LTI plans, but I am also responsible to manage LTI plans and grants etc. from other colleagues. Global Shares fits best. Pros The "Look & Feel" - very good and the Global Shares team supports whenever needed. Cons Nothing really in particular to mention. Reasons for choosing J.P. Morgan Workplace Solutions The Global Shares team always supports best and can offer flexible solutions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SF Sascha F. Senior Manager Media Production ### "Virtual Participation Program" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 August 18, 2022 Pros \- Possibility to administrate a program that is not common within participation programs - Easy use of pulling reports - Lot opportunities to customize the webportal Easy to handle for the participants Cons \- There is nothing bad to highlight actually Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LP Lorna P. Assistant Accountant Insurance ### "Global shares - Brilliant to work with" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 16, 2022 We have worked closely with our reconciliation process and now maintain this regularly. The communication has also improved massively in the last 2-3 years in particular. Pros Global shares are very efficient with our quarterly reconciliations and reporting and we have worked on making the iportal user friendly and available to all scheme participants which has proved popular. Cons TR 2007 SIP values are hard to calculate, therefore the value given by Global Shares is only an estimate. I dont know if this can be worked on at all in the future. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Adam M. CFO Information Technology and Services ### "A great solution in a complex area" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 2, 2022 We wanted to implement a SAYE program across multiple countries working with lots of different currencies. The software works very well but the support we obtained from the implementation team was absolutely first class. We had a dedicated team who had a weekly with us as we went through implementation and also supported us with communication materials for employees. Pros We initially engaged with an alternate supplier and quickly switched to Global Shares. We have employees in eight countries participating in an SAYE scheme and we needed a solution that would work in all those territories for both the employees and the teams that support SAYE. Global Shares was implemented quickly and smoothly and is an intuitive piece of software that people find easy to use. Cons I cant think immediately of any areas that need improvement Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews/) Popular comparisons [Carta vs J.P. Morgan Workplace Solutions](https://www.capterra.com/compare/179918-220278/J-P-Morgan-Workplace-Solutions-vs-Carta)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)