TriNet customers can now optimize their equity management with Carta. We’re partnering with TriNet to sync their TriNet data to the Carta app—and bring you some other benefits, too.
Here’s what TriNet customers can do on Carta with the new integration:
Automatically update important HR changes
If there’s a change in TriNet that affects a worksite employee’s equity status, you’ll see it in Carta. For example, when you terminate your employee from TriNet, you’ll automatically trigger their termination in Carta so you can easily review, approve, and then confirm their final vesting date.
Get preferred pricing
If you’re using both TriNet and Carta, you can get price breaks on TriNet’s administrative fees, Carta’s cap table management, and Carta Total Comp.*
Optimize your workforce planning
When you bundle your Carta equity management subscription with Carta Total Comp, you can quickly understand your retention risks. On Carta, you’ll be able to see each employee’s total compensation and how it stacks up to the current market.
If you’re a current TriNet user, learn more about how to set up the integration and how to receive preferred pricing from Carta. If not, you can learn about our other integrations—and stay tuned. We’ll be rolling out more ways to unify with platforms you use soon.
*Terms and conditions apply. Offer subject to change