Top 10 Best Stock Plan Administration Software of 2026

Shareworks, powered by Morgan Stanley, is a comprehensive equity management platform designed for stock plan administration, handling everything from equity grants and vesting to exercises, sales, and cap table management for public and private companies. It provides a self-service employee portal for viewing holdings, transacting shares, and accessing tax documents, while offering administrators robust tools for compliance, reporting, and global plan support. With seamless integration into HRIS systems and brokerage services, it ensures accurate tracking and efficient equity compensation processes at scale.

Carta is a comprehensive equity management platform specializing in stock plan administration, cap table management, and employee equity tracking for private companies. It automates the issuance of stock options, RSUs, and other equity instruments, handles vesting schedules, tax withholding, and compliance reporting like 83(b) filings and W-2/1099 forms. Beyond administration, Carta offers 409A valuations, fundraising tools, and secondary market liquidity via CartaX, providing an end-to-end solution for scaling equity programs.

Global Shares is a comprehensive equity management platform specializing in stock plan administration for public and private companies. It provides end-to-end solutions for managing employee stock options, RSUs, ESPPs, and cap tables, including issuance, transfers, vesting, and compliance reporting. The software excels in global operations with multi-currency support, international tax compliance, and real-time data synchronization.

Fidelity Stock Plan Services offers a comprehensive platform for administering employee stock plans, including RSUs, stock options, ESPPs, and restricted stock. It provides tools for equity grant management, vesting tracking, exercise processing, share sales, and tax reporting, with a self-service portal for participants via NetBenefits. The service integrates with HRIS, payroll systems, and brokerage execution for end-to-end equity compensation management.

Charles Schwab Stock Plan Services is a comprehensive platform for administering employee equity compensation programs, including stock options, RSUs, ESPPs, and restricted stock. It provides companies with tools for plan management, participant education, transaction processing, and compliance reporting, all integrated with Schwab's robust brokerage infrastructure. The service emphasizes seamless equity plan execution and participant self-service portals for managing holdings and exercising options.

E*TRADE Stock Plan Services, now part of Morgan Stanley, offers a comprehensive platform for companies to administer employee equity compensation plans, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). The solution provides tools for plan design, grant management, participant self-service portals, transaction processing, and detailed reporting to ensure compliance with regulatory requirements. Integrated with E*TRADE's robust brokerage services, it enables seamless equity exercise, sales, and cashless transactions directly within participant accounts.

Computershare provides comprehensive stock plan administration software and services, specializing in managing employee stock purchase plans (ESPPs), restricted stock units (RSUs), stock options, and direct stock plans for corporations worldwide. Their platform handles enrollment, vesting, exercise processing, compliance reporting, and participant self-service portals, with strong emphasis on global operations across multiple jurisdictions. It integrates with HR systems and offers robust analytics for plan oversight, making it suitable for enterprise-scale equity management.

Capshare is a dedicated stock plan administration software that streamlines equity compensation management for companies, including stock options, RSUs, and ESPPs. It provides tools for cap table maintenance, grant issuance, vesting tracking, exercise processing, and compliance reporting like 1099 forms. The platform features an employee self-service portal for viewing holdings and performing transactions independently.

Broadridge provides a robust stock plan administration platform designed for managing equity compensation programs, including stock options, RSUs, ESPPs, and performance shares. It offers end-to-end services from grant management and vesting tracking to exercise processing, tax reporting, and compliance for global enterprises. The solution includes a participant portal for self-service transactions and integrates with cap table management systems for accurate ownership tracking.

Equiniti provides a comprehensive stock plan administration platform, primarily through its Shareworks solution, for managing employee equity compensation including stock options, RSUs, ESPPs, and performance shares. The software automates grant issuance, vesting schedules, exercise processing, sales, and reporting while ensuring regulatory compliance across global markets. It integrates with HR systems and offers self-service portals for employees and administrators, catering to complex enterprise needs.