Walter Overview

Walter is a comprehensive equity management software solution designed to help businesses, startups, and private companies manage their equity plans and stock options efficiently. This software allows organizations to track ownership, stock grants, and option vesting schedules with precision. Walter simplifies the management of employee stock options, grants, and equity-based compensation plans, ensuring that all transactions are compliant with relevant tax and regulatory requirements. The software offers an intuitive interface that provides a centralized view of equity data, helping managers make informed decisions regarding stock issuances, employee incentives, and ownership changes. Walter also supports automated reporting, allowing companies to generate detailed equity statements and performance reports with just a few clicks. By streamlining the administrative process and providing clear visibility into equity ownership, Walter enables companies to focus on strategic growth while ensuring transparency and compliance.

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Contact Details

  • Vendor Name Walter Software
  • Founded
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • 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

Banking, Civil Engineering, Computer & Network Security, Consumer Electronics, Financial Services, International Trade & Development, Translation & Localization

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Walter 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
  • Arrow Icon Registration Management
  • Arrow Icon Pledge Management
  • Arrow Icon Campaign Management
  • Arrow Icon Membership Management
  • Arrow Icon Receipt Management
  • Arrow Icon Recurring Giving
  • Arrow Icon Mobile Giving
  • Arrow Icon Alumni Management
  • Arrow Icon Contact Management
  • Arrow Icon Volunteer Management
  • Arrow Icon CRM
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Event Management
  • Arrow Icon For Nonprofits

Walter Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Starter

$99 Per Month

Walter FAQs

Walter is a comprehensive equity management software solution designed to help businesses, startups, and private companies manage their equity plans and stock options efficiently. This software allows organizations to track ownership, stock grants, and option vesting schedules with precision. Walter simplifies the management of employee stock options, grants, and equity-based compensation plans, ensuring that all transactions are compliant with relevant tax and regulatory requirements. The software offers an intuitive interface that provides a centralized view of equity data, helping managers make informed decisions regarding stock issuances, employee incentives, and ownership changes. Walter also supports automated reporting, allowing companies to generate detailed equity statements and performance reports with just a few clicks. By streamlining the administrative process and providing clear visibility into equity ownership, Walter enables companies to focus on strategic growth while ensuring transparency and compliance.

  • No, Walter does not offer a free version.

  • Yes, Walter offers a free trial.

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

  • Walter offers the following pricing plans & packages:

    Starter

    $99 Per Month

  • Walter supports the following payment frequencies:

    • Monthly Subscription

  • No, Walter does not offer an API.

  • Walter offers support with the following options:
    • Email , Phone , Chat , FAQs/Forum

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

  • Walter supports the following languages:
    • English

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

  • Walter supports the following deployment:
    • Cloud Hosted

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