A platform that adapts to the way you work
ShareForce is built around your organisation – not the other way around. From guided onboarding to enterprise-grade configurability, every aspect of the platform is designed to fit your equity structures, your processes, and your team.
Onboarding and Implementation
A dedicated implementation specialist guides your team through configuration, data migration, and go-live – with a structured programme tailored to your scheme complexity.
- Dedicated implementation manager from day one
- Structured data migration with validation checks
- Parallel-run testing before go-live
- Custom training sessions for your admin team
- Go-live readiness sign-off process
Ongoing Customer Support
Your equity program doesn’t stand still – and neither do we. Access expert support whenever you need it, with response times and channels that match your business needs.
- Named customer success manager post-launch
- Multi-channel support: email, portal, and phone
- Priority support tiers for time-critical queries
- IFRS 2 and regulatory guidance on demand
- Quarterly review sessions included as standard
Platform Configurability
No two equity programs are alike. ShareForce gives you granular control over vesting schedules, performance conditions, tax treatments, and participant rules.Â
Vesting & Performance Conditions
Configure time-based, milestone-based, or hybrid vesting. Model TSR, EPS, EBITDA, and custom KPI conditions with full scenario-testing capability.
Multi-Jurisdiction Tax Handling
Localise tax logic across 40+ jurisdictions. Withholding rules, PAYE, EMI, and reporting templates adapt automatically to each participant’s location.
Scheme Types & Instruments
Support for options, RSUs, SARs, PSPs, LTIP, phantom equity, and bespoke instruments – all within a unified administration interface.
Participant Portals & Branding
White-label your participant-facing portal with your brand colours, logo, and terminology. Control which data participants can see and when.
Approval Workflows
Define multi-step approval chains for grants, exercises, and corporate events. Route to any combination of admins, legal, and board contacts.
Custom Reporting & Outputs
Build your own report templates with custom fields, periods, and formats. Schedule automated delivery to finance, HR, and auditors.
Connect ShareForce to everything
ShareForce fits into your existing technology ecosystem. Pre-built connectors eliminate manual data entry and reduce the risk of reconciliation errors across your HR, payroll, and finance stack.
Workday
BambooHR
HiBob
FactSet
Finswitch
Convera
DocuSign
Stockbit
SAP
Airwallex
PeopleSoft
FIX
Contact ShareForce to streamline your equity plan administration