How do i navigate my account in shareworks public companies. Jannet calix and terrie williams, solium terrie williams terrie williams, acp, cep account representative solium terrie has spent the last three years responsible for satisfaction of corporate focus customers. From offices in the united states, canada, the united kingdom, europe and australia, soliums innovative softwareasaservice saas technology powers share plan administration and equity transactions for more than 3,000 corporate clients with employee participants in more than. Solium equity plan management software shareworks by. Gary levine svp and general counsel solium linkedin. Solium shareworks is undeniably a reliable equity plan management software that is used by worldclass brands such as nextdoor. Jeremy wright head of global private markets shareworks by.
Morgan stanley to acquire solium, creating a leading. Solium capital, now known as shareworks by morgan stanley, is a softwareas aservice saas company headquartered in calgary, alberta, canada. Shareworks by morgan stanley equity management software is a leader in supporting unicorns and smaller private firms, as well as public companies. Due to strategic reasons, solium financials retail brokerage services have been discontinued to focus on the requirements of our corporate and institutional clients. If you or your colleagues have a relationship with a merrill financial advisor, contact him or her and they can connect you. As a result, access to the online portal is now closed. Acquisitions accelerate calgary tech firms global growth.
Corporate focus provides a cloudbased equity administration, accounting, and compliance system to chief financial officers. My kneejerk response to this question is an emphatic yes. Canadian software company solium says its sole focus on employee share management plans has helped it win clients from rivals computershare and link. Shareworks by morgan stanley services for public companies are provided by solium financial services llc and morgan stanley smith barney llc, members sipc, and their affiliates, all whollyowned subsidiaries of morgan stanley. Learn about the best solium shareworks alternatives for your stock option plan administration software needs. While it is not right for us to dispute your experience from your short time at solium, it is appropriate that we correct your misunderstandings of our business. View terrie williams, cep, acps profile on linkedin, the worlds largest professional community. This dedication to customer success continues as part of solium, which acquired corporate focus in december 2012. Solium shareworks competitors and alternatives trustradius. We develop and maintain a sophisticated set of enterprise software products, so we embody the casual style but relentless focus that is often associated with the tech industry. Sum, the leading global provider of cloudenabled software and services for equity administration, financial reporting and compliance, announced today that it has acquired corporate focus corporate focus, a leading provider of cloudbased equity administration, accounting and compliance technology for privatelyheld. Merrill lynch now owned by bank of america owns a small company, equity methods, whose sole business is providing state of the art 123r compliance software.
Shareworks is the leading global provider of cloudenabled software and services for equity. Solium is a leading global provider of webbased stock plan administration technology and services. Discover the global leader of equity plan administration software for private companies shareworks. Corporate focus alternative legal entity management. Eprosper vs equity edge vs solium vs trueequity stock.
Here, you can examine the similarities and disparities between patriot software overall score at 9. Solium takes cultural characteristics from the industries we draw upon. Your account information will be sent to your email if the provided email is correct. Prior to corporate focus, i managed the legal function at pilot software, a global software company. Employee share plan firm solium winning bigtier clients. Corporate focus was acquired by solium on jan 7, 20. Access our learning center to deepen your knowledge of corporate focus and expand your capabilities with it. Solium capital ulc is a whollyowned subsidiary of morgan stanley. This training video provides an overview of corporate focus, so users can see generally where all of the information in corporate focus is tracked. If you are looking for help with optionease, please call 949 542 3800 or 1 866 550 ease 3273. We couldnt be more thrilled to be the newest member of the solium family.
The new leadership team decided that solium would focus solely on its business of being a provider of webbased stock plan. See how shareworks by morgan stanley evolved into a worldclass software company. You may also check out their unique details, for example services, plans, costs, terms, etc. Prior to corporate focus, i managed the legal function at pilot software, a global software company based in cambridge, ma, and developed many of the. Solium didnt appear to be a fit for you and we hope you have found success in your next role. Patriot software vs solium shareworks 2020 comparison. He is currently responsible for shareworks by morgan stanleys global legal and compliance requirements and previously led corporate development. Corporate focus provides a cloudbased equity administration, accounting, and compliance system to chief financial officers, accounting service providers, law firms, in. This webbased, highly secure cap table management software helps you administer your companys equity plan, comply with regulations. Gary joined the team in 20 following the acquisition of the company he founded, corporate focus. Athennian is designed to be used by any professional team managing high volumes of entities anywhere in the world. Corporate focus provides equity administration services.
Integrating the corporate focus business unit into solium. Learn about gary levine from needham, massachusetts, us. Corporate learning management software lms customer data platforms. Terrie williams, cep, acp relationship manager solium. Support center shareworks by morgan stanley solium. Their software helps companies automate and manage their stock option and purchase plans, by providing unrivalled comprehensive regulatory and financial reporting capabilities. Efficiency, strategy, and accuracy are the major selling points and the main reasons why solium shareworks is good at fueling business growth. Terrie williams business profile solium capital inc. Solium announces acquisition of corporate focus corporate focus.
Armanino implements the shareworks cloudbased platform, in addition to providing plan administration, expense accounting and participant support, allowing your business to streamline and customize. Solium announces acquisition of capshare marketwatch. This year marks my 10th year at two step software, and its amazing to see how legal software products including our own product, corporate focus have evolved during more. Learn about our history, company culture, core values and meet our. As a reminder, corporate focus will be retired on october 1, 2020. The terms solium and we refer to solium financial inc. Please call us at 18886807634 for any inquiries regarding your brokerage account. You can learn about features available exclusively in lextree. The company offers a cloudbased equity administration, accounting, and compliance system for privatelyheld companies. Sum, the leading global provider of cloudenabled software and services for equity. We are also a client service organization, offering support to both corporate clients and their employees. Compare legal entity management features for corporate focus and lextree from berkman solutions. Sum, the leading provider of softwareasaservice for global equitybased incentive plans, administration, financial reporting and compliance, today.
Corporate focus company profile and news bloomberg markets. After more than 10 years of profitability and growth, the company was sold to solium in 2012. Please enter your account number or employee number and password in the fields below and click the login button. Today, the corporate focus team is pleased to announce that we have completed the transition from using the company name two step software and the product name corporate focus to the use of just one name, corporate focus, for our more. The solution is straightforward to use, plus the company enables users to implement the software. Solium capital, now known as shareworks by morgan stanley, is a softwareasaservice saas company headquartered in calgary, alberta, canada. Founded in 1999, solium has offices in canada and the united states. Corporate focus comes with over 150 different reports for reporting on the ownership and corporate information of your company.
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