LoyaltyOptions Overview

LoyaltyOptions is an equity management software designed to simplify the administration of employee stock options, share plans, and equity awards. With LoyaltyOptions, companies can manage grant issuance, vesting schedules, and shareholder reporting in one platform, ensuring transparency and accuracy. The software provides employees with a portal to view their equity holdings, exercise options, and track their vesting timelines, fostering engagement and understanding of their benefits. LoyaltyOptions integrates with HR and payroll systems, enabling seamless data synchronization for tax reporting and compliance. The platform’s reporting tools give insights into equity plan performance, helping companies assess the impact of their stock programs. For businesses looking to streamline equity management, LoyaltyOptions offers a secure and efficient solution that enhances employee satisfaction and simplifies compliance.

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Contact Details

  • Vendor Name VeritableSoft Innovations
  • Founded
  • Location Canada

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Renewables & Environment

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LoyaltyOptions Features

  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting

LoyaltyOptions Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$600 Per Year

LoyaltyOptions FAQs

LoyaltyOptions is an equity management software designed to simplify the administration of employee stock options, share plans, and equity awards. With LoyaltyOptions, companies can manage grant issuance, vesting schedules, and shareholder reporting in one platform, ensuring transparency and accuracy. The software provides employees with a portal to view their equity holdings, exercise options, and track their vesting timelines, fostering engagement and understanding of their benefits. LoyaltyOptions integrates with HR and payroll systems, enabling seamless data synchronization for tax reporting and compliance. The platform’s reporting tools give insights into equity plan performance, helping companies assess the impact of their stock programs. For businesses looking to streamline equity management, LoyaltyOptions offers a secure and efficient solution that enhances employee satisfaction and simplifies compliance.

  • No, LoyaltyOptions does not offer a free version.

  • Yes, LoyaltyOptions offers a free trial.

  • No, Credit Card details are not required for the LoyaltyOptions trial.

  • LoyaltyOptions offers the following pricing plans & packages:

    Basic

    $600 Per Year

  • LoyaltyOptions supports the following payment frequencies:

    • Annual Subscription

  • No, LoyaltyOptions does not offer an API.

  • LoyaltyOptions offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • LoyaltyOptions offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • LoyaltyOptions supports the following languages:
    • English

  • Following are the typical users of the LoyaltyOptions:
    • Self-Employed , Small-Business , Midsize-Business

  • LoyaltyOptions supports the following deployment:
    • Cloud Hosted

  • LoyaltyOptions supports the following devices and operating systems:
    • Web-Based