ShareForce vs Fidelity
Partner with ShareForce for advanced, scalable equity management.
Choose ShareForce when finance, reward and HR teams need tight control over valuation assumptions, performance conditions, and audit‑ready expense reporting.
Award Balances
Grant
Unvested
- ACS Employee Trust Scheme
- Long Term Incentive Plan
- Performance Share Plan
- Restricted Share Plan
- Share Appreciation Rights
- Share Option Scheme
- Short-term Incentives
- 100 000
- 775 000
- 153 334
- 400 000
- 0
- 150 000
- 50 000
Why G2 customers choose ShareForce over Fidelity
User Experience
Reviewers praise ShareForce for easy participant self-service and fewer ad-hoc info requests, creating a smooth experience for admins and employees.
Platform Focus
ShareForce focuses on incentive accounting, performance calculations, and reporting, while Fidelity targets early-stage companies with broader equity and governance tools.
Market Recognition
G2 users recognise ShareForce for strong incentive management, better participant access, fewer manual tasks, and reliable reporting.
Seamless Migration
The same report shows ShareForce is seen as a better long‑term partner and more likely to be recommended than Ledgy.
ShareForce vs Fidelity
ShareForce delivers streamlined, audit‑ready management of employee incentives and equity plans, bringing HR, payroll, and finance together on one connected platform. It automates valuations and expense reporting to meet IFRS and GAAP standards, helping companies stay compliant and confidence‑ready for audit.
Unlike Fidelity Private Shares – which focuses on private‑company governance, funding, and lifecycle management – ShareForce empowers growth‑stage, pre‑IPO, and listed organisations to manage complex, multi‑country incentive plans with precision.
Finance, reward, and HR teams choose ShareForce when they need total control over valuation assumptions, performance conditions, and audit‑ready reporting in one seamless platform.
Feature Overview
| Key Features | ShareForce | Fidelity |
|---|---|---|
| Core focus | Purpose‑built for incentive plan administration, valuations, expense and disclosure reporting. | All‑in‑one equity platform for cap table, governance, data room, and legal workflows for private companies. |
| Incentive plan flexibility | Supports options, RSUs, LTIPs, PSUs, cash and performance‑linked plans with complex vesting and performance metrics. | Strong digital equity management and employee stock plan support, primarily oriented to private‑company ESOPs. |
| Local compliance & governance | Governance‑ready reporting and workflows for boards, auditors and investors across multiple jurisdictions. | Designed to streamline board approvals, NDAs, data room access, and legal document generation. |
| Stakeholder/employee experience | Secure participant portal enabling self‑service access to awards, elections, vestings and exercises, reducing queries. | Intuitive dashboards praised by founders; tightly connected to investors and board communications. |
| Reporting, auditors & boards | Instant valuations and performance calculations that are audit‑ready and support IFRS/GAAP reporting. | Cap table, scenario and portfolio analytics focused on funding, exits and investor outcomes. |
| Investor & portfolio tooling | Focus on issuer reporting and plan participants, with flexible exports for advisors and investors. | Extensive investor/portfolio features (IRR, cash‑on‑cash, exit scenarios, valuation histories). |
| Support & onboarding | Dedicated deployment team for smooth migration; users report no dislikes and increased usage vs prior tools. Users highlight highly effective, competent and a strong partner-style relationship. | Reviews highlight responsive, patient onboarding and collaborative support through transition periods. |
| Pricing approach | Transparent, scalable pricing with onboarding, configuration and ongoing support included for complex plans. | Pricing aligned to private‑company lifecycle services and broader Fidelity relationship. |
Key features
| Core focus | ||
| Purpose‑built for incentive plan administration, valuations, expense and disclosure reporting. | All‑in‑one equity platform for cap table, governance, data room, and legal workflows for private companies. | |
| Incentive plan flexibility | ||
| Supports options, RSUs, LTIPs, PSUs, cash and performance‑linked plans with complex vesting and performance metrics. | Strong digital equity management and employee stock plan support, primarily oriented to private‑company ESOPs. | |
| Local compliance & governance | ||
| Governance‑ready reporting and workflows for boards, auditors and investors across multiple jurisdictions. | Designed to streamline board approvals, NDAs, data room access, and legal document generation. | |
| Stakeholder/employee experience | ||
| Secure participant portal enabling self‑service access to awards, elections, vestings and exercises, reducing queries. | Intuitive dashboards praised by founders; tightly connected to investors and board communications. | |
| Reporting, auditors & boards | ||
| Instant valuations and performance calculations that are audit‑ready and support IFRS/GAAP reporting. | Cap table, scenario and portfolio analytics focused on funding, exits and investor outcomes. | |
| Investor & portfolio tooling | ||
| Focus on issuer reporting and plan participants, with flexible exports for advisors and investors. | Extensive investor/portfolio features (IRR, cash‑on‑cash, exit scenarios, valuation histories). | |
| Support & onboarding | ||
| Dedicated deployment team for smooth migration; users report no dislikes and increased usage vs prior tools. Users highlight highly effective, competent and a strong partner-style relationship. | Reviews highlight responsive, patient onboarding and collaborative support through transition periods. | |
| Pricing approach | ||
| Transparent, scalable pricing with onboarding, configuration and ongoing support included for complex plans. | Pricing aligned to private‑company lifecycle services and broader Fidelity relationship. | |
Why choose ShareForce
- Design and operate multi country, multi entity incentive plans with valuation models and expense reporting built for IFRS and GAAP auditors.
- Keep boards, auditors and investors aligned with audit ready, valuation aware reporting instead of stitching together cap table, data room, and manual spreadsheets.
- Give employees a secure, modern portal with live access to their awards and performance outcomes, reducing ad hoc queries and saving admin time.
“The system is incredibly flexible, allowing you to tailor it perfectly to your needs. Thanks to the team, the implementation process was seamless, with outstanding support provided every step of the way.”
Krisztina F.
Finance Manager
“We are a multinational mining company with operations on 5 continents. We are also listed on multiple stock exchanges around the world. The ShareForce tool has been instrumental in simplifying our Incentive administration and reporting process (IFRS / SOX). We currently have approximately 300 end-users that have access to the platform.”
Koos N.
Unit Manager Total Reward
“The way it has stacked workflows and become a single source of truth, enabling users to be more self-sufficient and giving us greater comfort in the accuracy of our data.”
Gareth F.
Group Company Secretary
Why G2 customers choose ShareForce over Ledgy
Get simple, transparent pricing based on company stage, headcount, and number of plan participants. No hidden fees for configuration, training or everyday support as your plans become more sophisticated.
Award Balances
Grant
Grant
Unvested
- ACS Employee Trust Scheme
- Long Term Incentive Plan
- Performance Share Plan
- Restricted Share Plan
- Share Appreciation Rights
- Share Option Scheme
- Short-term Incentives
Unvested
- 100 000
- 775 000
- 153 334
- 400 000
- 0
- 150 000
- 50 000