Share plan management
Employee equity, made to scale with you
Compliance, handled
Manage HMRC reports, prepare filings and monitor usage - with automated checks and balances throughout the platform to bring you peace of mind.
- Seamlessly set up your EMI share plan
In-app tracking & notifications, legal templates
- Stay on top of HMRC filings
EMI notification, ERS annual return
- Monitor compliance in a single dashboard
Company & individual limits, deadline tracking
Manage share plans at scale
Streamline issuances with automated workflows. Grant equity at scale, with real-time visibility and updates to keep you on top of deadlines.
- Connect employee data with HR integrations
50+ HRIS, automatic joiner and leaver detection
- Reduce grinding friction with bulk actions
Issue options & correct grants in bulk
- Grant securities across European countries
Warrants, phantom shares, RSUs
Empower employees as owners
Engage employees and make ownership simple with tailored dashboards, vesting milestone celebrations and online grant exercising.
- Support employees in understanding equity
Employee dash, ROI calculator, vesting timeline
- Choose what to share with grantholders
Individual permissions, stakeholder updates
- Offboard employees smoothly
Online exercises, post-departure access
Hire and retain talent with benchmarks, custom bands and employee scorecards.
Simplify. Sync. Scale.
Level up your share plan management with tools to design, launch, and grow your equity programme.
Multi-jurisdictional support
Run employee share plans across Europe, with multi-currency and security support.
Trusted by over 50,000 companies
Related resources
- Article
Share-based payments
Learn the ins and outs of accounting for share-based payments, from processes and requirements.
- Article
Filing an ERS with HMRC
Get step-by-step guidance to filing an ERS return to report annual share-related events.
- Article
Board adoption pack
Download customisable share plan document templates, designed by legal experts.
- Article
Carta Classroom
Discover curated educational resources to help prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
Employee equity, made to scale
![[Reusable Media] | Equity Management | Banner Option 5](/_next/image/?url=https%3A%2F%2Fimages.ctfassets.net%2Fy88td1zx1ufe%2F5N2B9jSJouubiojcmo9Zy0%2Fe3e11819469879a91da782133f949382%2FBanner-image-5.jpg&w=3840&q=75)