J.P. Morgan Workplace Solutions Recensioner

Try J.P Morgan Workplace Solutions

Kommentarer: This is a program we use for our employees to be able to login and see their benefits, statements, performance on investments, etc. It is very user friendly and we have not had many complaints on using it.

Fördelar:

It is easy for our employees to navigate to see their statements, balances, benefits and performance on investments. It give them the freedom to keep track of things on their own.

Nackdelar:

Less tech savy employees have had a bit of a learning curve navigating the program but once we are able to sit down with them and walk them through the features they are generally able to navigate it on their own.

A great solution in a complex area

Kommentarer: We wanted to implement a SAYE program across multiple countries working with lots of different currencies. The software works very well but the support we obtained from the implementation team was absolutely first class. We had a dedicated team who had a weekly with us as we went through implementation and also supported us with communication materials for employees.

Fördelar:

We initially engaged with an alternate supplier and quickly switched to Global Shares. We have employees in eight countries participating in an SAYE scheme and we needed a solution that would work in all those territories for both the employees and the teams that support SAYE. Global Shares was implemented quickly and smoothly and is an intuitive piece of software that people find easy to use.

Nackdelar:

I cant think immediately of any areas that need improvement

Great Service

Kommentarer: Excellent service provided at all times. The team in GS is friendly, knowledgeable and very efficient. Great to deal with

Fördelar:

Easy to use, all the documents are always easy to find

Nackdelar:

There is nothing that I dislike about the software

Best and most comprehensive solution for small businesses.

Kommentarer: My overall experience with J.P. Morgan Workplace Solutions has been very positive. It is easy to use and engages my employees and is free for less than 100 users. Perfect for allowing me to provide benefits to my employees.

Fördelar:

I like the fact that the platform is easy to navigate and is very user-friendly and free for start-ups with less than 100 investors.

Nackdelar:

It does not provide 409A valuations but is still a very comprehensive program

Övervägda alternativ: Ledgy

Anledningar att byta till J.P. Morgan Workplace Solutions: We chose this one because of the features and the fact that it was free for under 100 users.

Global shares - Brilliant to work with

Kommentarer: We have worked closely with our reconciliation process and now maintain this regularly. The communication has also improved massively in the last 2-3 years in particular.

Fördelar:

Global shares are very efficient with our quarterly reconciliations and reporting and we have worked on making the iportal user friendly and available to all scheme participants which has proved popular.

Nackdelar:

TR 2007 SIP values are hard to calculate, therefore the value given by Global Shares is only an estimate. I dont know if this can be worked on at all in the future.

Global Shares - a good platform which helps to access and manage LTI plan(s).

Kommentarer: I am a user in a way that I manage my own LTI plans, but I am also responsible to manage LTI plans and grants etc. from other colleagues. Global Shares fits best.

Fördelar:

The "Look & Feel" - very good and the Global Shares team supports whenever needed.

Nackdelar:

Nothing really in particular to mention.

Best Implementation

Kommentarer: We have eliminated the need to account for equity grants manually. This has saved many hours when new grants are awarded and options are exercised. No more individually written and signed award agreements.

Fördelar:

I have participated in numerous software implementations. This was the most well managed and seamless implementation. The project team was top notch. This software has replaced most of our manual spreadsheet based processes.

Nackdelar:

I would like for the funding of the stock option exercises to happen through the software. Currently payment needs to be arranged manually.

Virtual Participation Program

Fördelar:

- Possibility to administrate a program that is not common within participation programs - Easy use of pulling reports - Lot opportunities to customize the webportal Easy to handle for the participants

Nackdelar:

- There is nothing bad to highlight actually

Rollout in a newly set up entity

Kommentarer: Very smooth roll out and exeuction

Fördelar:

Product very visual and easy to use. Roll out process very well defined and executed. Team very knowledgeable

Nackdelar:

Restricted options on how could display text for user choice tables