What is Shareworks ?

Shareworks is a cloud-based equity plan management solution that assists small to large public and private organizations with asset and portfolio management. Key features include stock options exercising, e-filing, restricted stock planning, and financial reporting.

The application comes with an activity tracking feature that allows users to monitor transaction details and generate bank account statements. Its dashboard allows users to view total portfolio value and associated tasks such as agreement grants, elected release methods, savings plans, and more. Additionally, stakeholders can use the capitalization (cap) table to monitor company’s equity status including fully diluted and outstanding shares in real-time.

Shareworks helps employees pa...


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Supported Operating System(s):

Web browser (OS agnostic)

11 Reviews of Shareworks

Average User Ratings

Overall

3.91 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

3.0

Functionality

4.0

Ratings Snapshot

5 stars

(5)

5

4 stars

(3)

3

3 stars

(1)

1

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 11 results

February 2019

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

February 2019

Love the dashboard

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.

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.

August 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

August 2018

Very easy to navigate, not easy to obtain tax rates

Pretty darn good.

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.

June 2020

raphael from National bank

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

June 2020

Great product for employee sharing plan

Overall, its a good product. I use it because i have no other choice. However, i do appreciate that things are very detailed and i also do like the mobile application. Awesome customer service by the way.

Pros

I use this product because its the one that is offered to me as the employee profit sharing plan. However, i must admit that it is very easy to use and very clearly detailed so its easy for users to understand.

Cons

When i created my account i had selected "TFSA" account however i was provided with a non registered account. This was something i was actually unaware of until i checked my account. I am still not sure what happened here.

April 2019

Kevin from Financial Services

Company Size: 51-200 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

April 2019

Very poor product with useless customer service

Pros

I used Shareworks to receive stock through an old company. The only thing I liked about this product is that it was low maintenance while the account was open.

Cons

Everything from the User Interface to the customer service for this product has been a thorn in my side for the last two months. I am attempting to transfer my shares to a new broker for close to two months and the company is effectively holding my shares hostage. 1) The user interface is clunky and nothing is easy to find. There is nothing intuitive about any of the menu's or screens, it is hard to find what you are looking for without customer service's help, and that includes simple things like your own address or viewing your balances. 2) They have specific rules & policies in place that make it difficult to work with other banks. They are the only company that has denied me external requests and forced me to make any account changes through their system. 3) Their customer service is bad, friendly but incompetent. I have spoken to between 5 and 10 customer service agents in the last 2 months trying to figure out why transfers are failing. They all give you different answers to the same question. Even right now, I am speaking to customer service and I have gotten two different answers to the same question. Anything they tell you is from a script and you do not get accurate information unless you walk them through every step of the issue. For example "Your transfer was sent last week" usually leads to, "Oh, I looked again and it wasn't actually sent until today". There's something fishy going on with this company and I expect it is wide spread disorganization

May 2020

Anonymous

Verified Reviewer

Company Size: 10,000+ employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

May 2020

Establishing a Clear Portal for RSUs

Efficient, direct, and allows me to make the right decisions when needed.

Pros

Shareworks helps me access my portfolio with a user friendly interface. I would suggest this product to any company that want's to offer stocks to their employees.

Cons

I wish there was an easier way to transact selling off shares. As well as a more friendly color scheme.