Hi everyone,

I’m exploring equity management platforms for tracking and managing stock options, RSUs, and other employee equity.

I’m particularly interested in understanding how these platforms handle real-time portfolio updates, tax implications, and reporting for both employees and administrators.

How intuitive are their dashboards, and how reliable is their customer support when issues arise? Also, are there any hidden fees or limitations that I should be aware of before fully committing?

I’d love to hear your experiences, tips, or any pitfalls to avoid when using such platforms for personal or company-wide equity management.

 

thanks in advance for any help