Equity Edge Online (E*TRADE)
Next-generation equity compensation management.
Overview
Equity Edge Online by E*TRADE (now part of Morgan Stanley) is a sophisticated, cloud-based platform for managing all aspects of equity compensation. It is designed to handle complex plans for a wide range of companies, from private firms to large global corporations, with a focus on administration, financial reporting, and participant experience.
✨ Key Features
- Stock Plan Administration (Options, RSAs, RSUs, SARs, PAs)
- ESPP Management
- Financial Reporting (ASC 718)
- Global Compliance & Tax Withholding
- Participant Portal & Mobile App
- Advanced Reporting & Analytics
🎯 Key Differentiators
- Fully integrated with E*TRADE's brokerage services for seamless transactions.
- Long-standing reputation and deep expertise in public company administration.
- Strong participant experience with powerful tools and mobile access.
Unique Value: Combines powerful and flexible stock plan administration software with a top-tier brokerage and participant experience.
🎯 Use Cases (4)
✅ Best For
- Publicly traded companies managing large-scale employee stock plans.
- Pre-IPO companies setting up scalable equity administration.
- Companies with a global workforce requiring multi-currency and multi-jurisdiction support.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Early-stage startups that need a simple, low-cost cap table tool.
- Companies that do not require brokerage services.
🏆 Alternatives
Offers a more deeply integrated administration-to-brokerage experience than software-only platforms, simplifying the process for participants to exercise options and sell shares.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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