Solium has offered fully outsourced stock plan services using Shareworks for over a decade. For U.S. clients with sufficient internal resources, we also offer the ability to utilize the advanced capabilities of our proprietary software while maintaining direct internal control and ownership of your plan administration. With full access to online participant execution, day-to-day record-keeping and a comprehensive suite of reporting tools, you have the option to take advantage of Shareworks’ advanced technology.
Shareworks is renowned in the stock plan industry as the leading technology for the administration of employee equity plans, so why not couple that with the capable internal personnel you already have? Partnering with Solium as a service provider allows the best scenario to gain access to the most powerful stock plan software available while augmenting and better leveraging current internal resources.
Insource your stock plan administration using Shareworks DIRECT
By insourcing your plans using Shareworks DIRECT, you are able to utilize the same technology benefits available through our Outsourcing and Co-Sourcing solutions including:
Fully automate your stock plan administration
Significantly reduce compliance risk
Access complete financial disclosure and plan reporting in real time
Easily migrate existing plans or implement new plans through Solium's dedicated implementation team
Manage all plans with a single application, single login in a single database
Empower your employees with unrivaled online functionality
24x7 Internet access to their account
Direct access to financial markets for seamless transactions and settlement
Real time stock quotes
3-day settlement ensures rapid receipt of all transactions
Self-serve online statements and complete history of all transactions
Account balance and proceeds viewable in 16 major currencies
Automated alerts on vesting events, expiry of awards and blackouts
Cash settlement available in currency of choice
Seamless real time and self-serve trade execution solution enabling both market and limit orders
Ability to exercise from multiple grants in the same transaction
The greatest value we can provide is a seamless environment to access any information our employees want, anywhere at anytime. Solium has enabled us to provide this type of fluidity for our stock option and share purchase plans.
Len Haraburda, HR Service Center Director, CPR
I just finished going through my account on Solium's website and am very pleased with what I see. This is exactly what my fellow colleagues and I have been looking for - visibility and transactional functionality.
Greg J. Nichols, Intermodal Customer Services Manager CPR
Solium has offered fully outsourced stock plan services using Shareworks for over a decade. For U.S. clients with sufficient internal resources, we also offer the ability to utilize the advanced capabilities of our proprietary software while maintaining direct internal control and ownership of your plan administration. With full access to online participant execution, day-to-day record-keeping and a comprehensive suite of reporting tools, you have the option to take advantage of Shareworks’ advanced technology.
