J.P. Morgan Workplace Solutions Overview

J.P. Morgan Workplace Solutions offers a robust equity management software designed to assist businesses in managing their equity portfolios efficiently. Tailored to meet the needs of financial professionals, the platform provides comprehensive tools for tracking equity holdings, analyzing performance, and ensuring compliance with regulatory standards. Features include real-time data analytics, customizable reporting, and seamless integration with existing financial systems, enabling organizations to make informed investment decisions. Additionally, the software supports portfolio diversification strategies, risk assessment, and automated rebalancing, enhancing the overall management of equity assets. With its user-friendly interface and secure data handling, J.P. Morgan Workplace Solutions’ Equity Management Software is an essential tool for firms seeking to optimize their equity investments and drive financial growth.

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J.P. Morgan Workplace Solutions Screenshot & Video

Contact Details

  • Vendor Name Global Shares
  • Founded 2005
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • 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

Biotechnology, Information Technology & Services, Insurance, Media, Medical Device

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J.P. Morgan Workplace Solutions Features

  • Arrow Icon Compensation Statements
  • Arrow Icon Performance Management
  • Arrow Icon Real Time Reporting
  • Arrow Icon Reminders
  • Arrow Icon Organizational Charting
  • Arrow Icon Employee Self Service
  • Arrow Icon Employee Portal
  • Arrow Icon Document Management
  • Arrow Icon Benefits Management
  • Arrow Icon Employee Reward Programs
  • Arrow Icon Employee Database
  • Arrow Icon HR Management
  • Arrow Icon Performance Appraisal
  • Arrow Icon Bonus Management
  • Arrow Icon Attendance Tracking
  • Arrow Icon Succession Planning
  • Arrow Icon Compensation Plan Modeling
  • Arrow Icon Compliance Management
  • Arrow Icon Incentive Management
  • Arrow Icon Payroll Management
  • Arrow Icon Employee Onboarding
  • Arrow Icon Salary History
  • Arrow Icon Employee Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Salary Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Budget Management
  • 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
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis

J.P. Morgan Workplace Solutions Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

J.P. Morgan Workplace Solutions FAQs

J.P. Morgan Workplace Solutions offers a robust equity management software designed to assist businesses in managing their equity portfolios efficiently. Tailored to meet the needs of financial professionals, the platform provides comprehensive tools for tracking equity holdings, analyzing performance, and ensuring compliance with regulatory standards. Features include real-time data analytics, customizable reporting, and seamless integration with existing financial systems, enabling organizations to make informed investment decisions. Additionally, the software supports portfolio diversification strategies, risk assessment, and automated rebalancing, enhancing the overall management of equity assets. With its user-friendly interface and secure data handling, J.P. Morgan Workplace Solutions’ Equity Management Software is an essential tool for firms seeking to optimize their equity investments and drive financial growth.

  • No, J.P. Morgan Workplace Solutions does not offer a free version.

  • Yes, J.P. Morgan Workplace Solutions offers a free trial.

  • No, Credit Card details are not required for the J.P. Morgan Workplace Solutions trial.

  • J.P. Morgan Workplace Solutions supports the following payment frequencies:

    • Annual Subscription

  • No, J.P. Morgan Workplace Solutions does not offer an API.

  • J.P. Morgan Workplace Solutions offers support with the following options:
    • Email , Phone , Knowledge Base

  • J.P. Morgan Workplace Solutions offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • J.P. Morgan Workplace Solutions supports the following languages:
    • English

  • Following are the typical users of the J.P. Morgan Workplace Solutions:
    • Self-Employed , Small-Business , Midsize-Business

  • J.P. Morgan Workplace Solutions supports the following deployment:
    • Cloud Hosted

  • J.P. Morgan Workplace Solutions supports the following devices and operating systems:
    • Web-Based