J.P. Morgan Workplace Solutions 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

J.P. Morgan Workplace Solutions

4.7

(9)

Pricing

Starting at $3.00 per month

About J.P. Morgan Workplace Solutions

J.P. Morgan Workplace Solutions is a holistic tech and service-based offering, created to empower your team to navigate their workplace incentives with confidence.
From equity compensation management to financial education, wealth building and beyond, our intuitive solutions are designed to help you attract and keep talented people who believe in your company as much as you believe in them.
Your participants are provided with their own account, where they can view and transact their shares, in their own currency and language of choice.
Our executive services offering provides elevated, individual support with its own dedicated team and professional advice on wealth and equity, with a platform which neatly integrates with your Human Resource Information System and tax systems.
More than just your equity compensation partner, we bring your reward strategy to life.

J.P. Morgan Workplace Solutions Screenshots

J.P. Morgan Workplace Solutions Pricing and Plans

Starting price: $3.00 per month

Free Trial

Free Version

Standard (Cap Table Management)

$0.00

one time

Plan 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

Plan includes:

Dedicated customer success manager

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J.P. Morgan Workplace Solutions Features

Popular features found in Compensation Management
Approval Process Control
Benefits Management
Bonus Management
Compensation Statements
Employee Database
Employee Reward Programs
Payroll Management
Performance Management
Reporting/Analytics
Salary Planning
More features of J.P. Morgan Workplace Solutions
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Budget Management
Cap Table Management
Client Portal
Compensation Plan Modeling
Compliance Management
Customizable Reports
Deal Management
Document Management
Document Storage
Employee Portal
Goal Setting/Tracking
Grant Management
Incentive Management
Investor Reporting
Multi-Currency
Performance Metrics
Portfolio Management
Private Equity
Public Equity
Real-Time Data
Reporting & Statistics
Role-Based Permissions
Third-Party Integrations
Transaction History
Vesting Management
Workflow Management

J.P. Morgan Workplace Solutions User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

4.8

Functionality

4.4

Tammy W.

Verified reviewer

Apparel & Fashion

2-10 employees

Used monthly for less than 12 months

Review source

Reviewed January 2025

Best and most comprehensive solution for small businesses.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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.

Julie M.

Verified reviewer

Consumer Services

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed March 2025

Try J.P Morgan Workplace Solutions

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Siobhan B.

Verified reviewer

Medical Devices

201-500 employees

Used monthly for more than 2 years

Review source

Reviewed August 2022

Great Service

Excellent service provided at all times. The team in GS is friendly, knowledgeable and very efficient. Great to deal with

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, all the documents are always easy to find

Cons:

There is nothing that I dislike about the software

Adam M.

Verified reviewer

Information Technology and Services

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed August 2022

A great solution in a complex area

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Lorna P.

Verified reviewer

Insurance

201-500 employees

Used monthly for more than 2 years

Review source

Reviewed August 2022

Global shares - Brilliant to work with

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Mirko S.

Verified reviewer

Biotechnology

501-1000 employees

Used weekly for less than 12 months

Review source

Reviewed August 2022

Global Shares - a good platform which helps to access and manage LTI plan(s).

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Mary Kay S.

Verified reviewer

Banking

51-200 employees

Used monthly for less than 12 months

Review source

Reviewed August 2022

Best Implementation

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Sascha F.

Verified reviewer

Media Production

10000+ employees

Used weekly for less than 12 months

Review source

Reviewed August 2022

Virtual Participation Program

Ratings Breakdown

Ease of use

Customer support

Functionality

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

Yvonne D.

Verified reviewer

Pharmaceuticals

51-200 employees

Used monthly for less than 12 months

Review source

Reviewed August 2022

Rollout in a newly set up entity