E*TRADE Equity Edge Online
Streamline equity compensation management with flexible, accurate, and auditable solutions.
Executive Summary
E*TRADE Equity Edge Online is a comprehensive platform designed for corporate administrators and employees to manage equity compensation plans. It offers robust tools for tracking, reporting, and administering stock plans, providing flexible, accurate, and auditable financial reporting. The platform helps companies save time and increase efficiencies in their employee stock plan solutions, fostering a culture of ownership and ensuring compliance with complex regulatory requirements.
Use Cases
- Administering and tracking various types of equity awards (e.g., RSUs, stock options).
- Ensuring compliance with financial reporting standards like ASC 718 and FAS 123R.
- Automating payroll integration for tax withholding and reporting.
- Providing employees with a personalized and intuitive portal to manage their stock plan benefits.
- Generating audit-ready financial and tax reports.
- Integrating with existing HR and payroll systems via API for seamless data flow.
Features
Visibility
- Customized Reporting: Offers a range of pre-defined and customizable reports to produce audit-ready financial results and manage unique business needs.
- Participant Digital Experience: Provides an intuitive interface for employees to view complete awards, track performance, and access personalized information.
- Lifetime Grant Statistics: Quickly reveals totals of all grants received by individual participants, reinforcing the value of stock plan benefits.
- On-demand Sandbox Environment: Reduces guesswork by simulating administrator processes and participant actions, allowing for testing and planning.
Intelligence
- Turnkey Automation: Simplifies a wide array of plan-related tasks, from daily management to complex calculations, enhancing efficiency.
- Automated Platform Upgrades: Automatically performs platform upgrades without reliance on client technology teams, ensuring access to the latest features.
- Compliance Calculation Engine: Handles complex regulatory calculations for financial reporting, such as ASC 718 and FAS 123R.
Support
- 24/7 Customer Support: Access to customer support around the clock for assistance with platform usage and inquiries.
- Stock Plan Education Resources: Provides enhanced education and guidance on important topics like tax considerations, vesting, and share possibilities.
- Dedicated Relationship Management: Clients can contact their Relationship Manager for information regarding API access and other specific needs.
Technical Specifications
- Architecture
- Cloud-native SaaS with REST API
- Deployment
- Cloud/SaaS
- Authentication
- User ID/Password, Multi-Factor Authentication, Personal Challenge Questions
- API Available
- Yes
- MCP Server
- No
Integrations
- Workday
- SAP
- Oracle
Security & Compliance
Certifications: SOC 2 Type II, SOC 1 Type II
Encryption: Layered defense systems and encryption help protect personal information.
Data Residency:
Pricing
- Model
- Custom enterprise
- Starting Price
- Average cost around $44,000 annually (based on Vendr data).
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual, Multi-year discounts likely
- Free Trial
- No (credit card required)
About E*TRADE Corporate Services
E*TRADE Corporate Services, a division of Morgan Stanley at Work, provides stock plan administration solutions and services. They offer tools, guidance, and education for companies and their employees to manage equity compensation, financial wellness, and retirement benefits. Their target market includes corporate clients of all sizes, from startups to large enterprises.