Solium's Full Service Plan Administration solution delivers and unmatched stock plan administration experience for corporations and plan participants. Our solution offers a perfect hybrid between common stock plan brokerage solutions and stock plan administration technology solutions. We provide full support and services by not limiting our focus to technology solutions but being a best of both breeds. With Solium you obtain self-service functionality with full service support.

Instead of feeling restrained by traditional outsourced solutions that make you wait for reports you've requested or provide a stand alone brokerage interface without administrative tools, Shareworks™ empowers your administrators with an integrated approach. Take advantage of the only fully integrated solution that enables you to manage recordkeeping, real time trade execution, administration, financial and regulatory reporting from a single platform. Achieve superior accuracy for your stock plan administration with the most extensive global automation capabilities available to corporations today. Provide your participants with a seamless real time and self-serve trade execution solution enabling both market and limit orders.

Leverage the power of the leading stock plan administration technology

Our Full Service Plan Administration solution is delivered through our proprietary web technology, Shareworks. Our application is the industry's leading real time, web-based and integrated platform for administering all types of stock plans with full reporting and compliance capabilities. If you choose, Shareworks can become a true enterprise level solution. Through direct interfaces with HRIS platforms, payroll systems, and treasury environments, Shareworks can become an extension of your infrastructure.

Today, over 260,000 plan participants and $20 billion in assets are supported with Shareworks.

Manage all plans with a single application, single login and single database

Shareworks integrates all types of plans and rules in one comprehensive application.

One application integrates recordkeeping, trade execution and reporting.
One login for all plan types enables you to consolidate multiple incentive and award types across multiple stock exchange listings and geographies all located on one portfolio summary.
One data source streamlines information management, ensures accuracy and makes certain all stakeholders are accessing the most recent data.

Fully automate your stock plan administration

Reduce the time required to administer your stock option and purchase plans by leveraging Shareworks' automation tools:

Pre-emptive notifications allow participants and plan administrators to remain up-to-date with important upcoming plan events.
Blackout scheduling and enforcement eliminates manual tracking of multiple blackouts and potential trading during restricted periods.
Plan rule automation eliminates manual monitoring of plan rules.

Incentive Plans Types

Savings Plan Types

Access expertise and support you can depend on

Stock plan administration is Solium's singular focus. This enables us to differentiate ourselves from the competition by offering our clients unparalleled automation, accuracy and service levels. More than 270 companies with plan participants in over 80 countries are supported by Solium's technology and services. Dedicated resources are assigned to your account during implementation and remain at your service to support the daily administration of your plan. Your plan participants have access to our call center Monday to Friday from 8:00 am to 8:00 pm EST. Our knowledgeable, friendly customer service representatives provide the right answers fast.

Significantly reduce compliance risk

Stock option and purchase plans managed with Shareworks are ensured to be compliant with accounting rules including FAS 123(R) and Sarbanes Oxley. The advantage of Solium's Full Service Plan Administration solution is that it eliminates potential errors and liabilities resulting from manual processes through a comprehensive set of automation tools. Shareworks' robust security, privacy and complete audit trail safeguards against inaccuracies and ensures your corporate information is secure. Data accuracy and integrity is controlled with a single database housed in tier 1 data centers with full redundancy.

Access complete financial disclosure and plan reporting in real time

Easily extract reporting information for your financial statements, expensing requirements, proxy reports, quarterly reports and other administrative requirements. With the Shareworks Reporting Center you will always be current with the status of your plans by accessing reports independently and immediately viewing the requested data. Our Reporting Center is built so you can empower multiple stakeholders such as HR, Compensation, Treasury, Finance and Payroll to access the information they need when they need it. Robust security allows you to segregate access to various data within the application by role. Functionality can be further segregated to a specific population base through our matrix security functionality.

Migrate new or existing plans easily

We have many years of experience implementing plans of all sizes and complexity. Implementation timelines are only a few weeks long and require a limited resource commitment on your part. You can continue to focus on other company priorities while your plans are transitioning. We can easily migrate plans from internal recordkeeping utilizing tools such as Microsoft Excel® or from solutions provided by other vendors. Our proven implementation procedures only require the information from a few key reports. We will look after all the other details for you.

Empower your employees with unrivaled online functionality

Through Shareworks, Solium's Full Service Plan Administration solution offers employers tools that enhance the appeal of equity-based incentive programs while reducing the costs and effort of administering these plans. Employees are empowered with intuitive tools to view their portfolios, exercise their options or withdraw stocks and receive proceeds direct to their bank account or third party broker: