--- title: J.P.Morgan Workplace Solutions Reviews meta\_title: 'J.P.Morgan Workplace Solutions Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 160 reviews by the users' company size, role or industry to find out how J.P.Morgan Workplace Solutions works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 160 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # J.P.Morgan Workplace Solutions Reviews & Product Details Visit Website Workplace Solutions simplifies equity compensation management and helps bring your reward strategy to life. We provide full-service management of your employee stock plans, taking care of day-to-day administration so you don’t have to. We provide your participants with their own personalized account for easy transacting and access to education and support. Specialist services for your senior leaders and dedicated support for you and your employees. Contact us today to understand how we can help you unlock the power of equity compensation. To read our full company disclaimer, visit jpmorganworkplacesolutions.com. * * * Product Website J.P.Morgan Workplace Solutions Seller [JPMorgan Chase](https://www.g2.com/sellers/jpmorgan-chase) Discussions [J.P.Morgan Workplace Solutions Community](https://www.g2.com/products/j-p-morgan-workplace-solutions/discuss) Solution Type All-in-One Overview by Sara Dehghanpoor Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month [ View More Pricing Information ](https://www.g2.com/products/j-p-morgan-workplace-solutions/pricing) ## J.P.Morgan Workplace Solutions Integrations (3) What do users say about integrations? Verified by J.P.Morgan Workplace Solutions [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Google Analytics ](https://www.g2.com/products/google-analytics/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Excel ](https://www.g2.com/products/microsoft-excel/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SAP Cloud ERP (SAP S/4HANA Cloud) ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) Show More ![Bernhard M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Bernhard M.") BM Bernhard M. Co-Founder Small-Business (50 or fewer emp.) 3/22/2024 "Very straightforward with smooth onboarding" 5/5 What do you like best about J.P.Morgan Workplace Solutions? Compared to overpriced alternatives like Carta, Globalshares is an extremly intuitive product with included onboarding where a success manager transfers the current data into Globalshares. Worked really well! Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? Sometimes I don't find the login, but bookmarking the page helps with that. The software doesn't work in Safari browser. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Not having to manage in a spreadsheet. Everything is documented in one place with changes and documents as backup for due diligence. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Daniel G. W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel G. W.") DW Daniel G. W. CEO Small-Business (50 or fewer emp.) 6/14/2024 "Great job" 4.5/5 What do you like best about J.P.Morgan Workplace Solutions? Enables me to provide complete transparency to my partners and shareholders. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? Nothing really jumped out as an issue or a problem. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Eliminating manual calculations. Reducing stakeholder manual communication. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 3/8/2024 "Streamlined and Supportive: My Global Shares Experience" 5/5 What do you like best about J.P.Morgan Workplace Solutions? What I appreciate most about Global Shares is its comprehensive platform that's exceptionally user-friendly. Navigating through the cap table online is intuitive, making complex tasks seem straightforward. This ease of use significantly enhances the efficiency of managing equity plans and investments. Additionally, the assistance provided by Juliette has been nothing short of professional. Her availability and willingness to help at every turn have greatly contributed to a seamless experience. Juliette's expertise and prompt support have made a noticeable difference, ensuring that any queries or concerns are addressed swiftly and effectively. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? It's too early in my journey with Global Shares to pinpoint any specific dislikes. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Global Shares streamlines the management of my company's cap table, significantly reducing the complexity and time involved in preparing for Series A funding. This efficiency not only saves valuable time but also ensures accuracy and clarity in our equity management, making our investment rounds smoother and more attractive to potential investors. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing") UM Verified User in Manufacturing Small-Business (50 or fewer emp.) 5/20/2024 "Great Customer Service" 5/5 What do you like best about J.P.Morgan Workplace Solutions? The product is free for my startup which is a huge benefit. Additionally, the customer service and onboarding was excellent and we feel confident we can get the help we need when issues arise. The cap table simulation is a useful feature so that we don't need excel based models anymore. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? It's not as recognized by investor as other companies such as Carta. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? We no longer need to use an excel based cap table. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Christopher H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christopher H.") CH Christopher H. Small-Business (50 or fewer emp.) 2/27/2024 "Knowledgable and understood the issues" 5/5 What do you like best about J.P.Morgan Workplace Solutions? The thing that made this easy was the account manager was accourate, fast, and the software is easy to use. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? Global Shares from my understanding has no backup, so if it gets deleted we would need to recreate the deleted portion Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Global Shares allows the investors to see their portion and allows multiple administrators to have access online instead of just one person. Global Shares is also able to model potential dilution of future equity raises. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Mechanical or Industrial Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mechanical or Industrial Engineering") AM Verified User in Mechanical or Industrial Engineering Mid-Market (51-1000 emp.) 6/12/2024 "Excellent Service and product" 5/5 What do you like best about J.P.Morgan Workplace Solutions? All interactions with our Global Shares personnel have been nothing short of positive. They have been extremely patient and responsive to all our queries. The platform provided seems very user friendly and well setup. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? At this time, i have no dislikes about the service and product provided by Global Shares. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? We currently do not have an open issues with Global Shares. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite JT Jeff T. Small-Business (50 or fewer emp.) 1/17/2024 "Great product, amazing onboarding experience, passionate and knowledgeable staff" 5/5 What do you like best about J.P.Morgan Workplace Solutions? The customer relationship journey from initial sales call to the handoff to our long-term customer care POC was flawless and smoothe. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? Nothing to dislike. I am amazed at the quality of this product and the fact that there is no cost until you hit 100 stakeholders. Even at that, the prices are completely reasonable and it's a great approach to get companies on the platform early in their growth journey. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Version control, record keeping and removing manual spreadsheet work. Also our investors expect this kind of sophistication for equity management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Dᴇɴɴɪs 𝙅 C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dᴇɴɴɪs 𝙅 C.") DC Dᴇɴɴɪs 𝙅 C. Board of Directors Small-Business (50 or fewer emp.) 1/16/2024 "Great onboarding" 5/5 What do you like best about J.P.Morgan Workplace Solutions? I have seen numerous online cap table management systems over the years. For my needs, all were severely lacking in one way or another. Global Shares solves most of my complaints and seems to be an excellent fit for the numerous early-stage companies I work with. It's well worth looking at, especially given their exceptional pricing model. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? The primary orientation for Global Shares is European, while most of their users are American. I'd like to see them update the terms and processes a bit for USA standards. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? Ease of admininstration Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Caitlin H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caitlin H.") CH Caitlin H. Small-Business (50 or fewer emp.) 9/7/2023 "The easiest way to uplevel your Cap Table" 5/5 What do you like best about J.P.Morgan Workplace Solutions? At every touchpoint of onboarding the team was incredibly helpful and responsive, answering all questions and working with us to create a digital cap table for streamlined equity plan management. Very easy to use all around! Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? I haven't encountered any downsides to working with Global Shares, and based on our experiences so far I think if we encountered any issues the team would be readily available to support. Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? We're a small startup and want to be able to easily offer employee share options to key team members who are helping to build this business. Our equity management has all been done manually to this point, and having a digitized version will not only help us elevate our positioning going into our next raise, it will also allow more efficient management of employee option programs and provide greater transparency to employees that have share options. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite SJ Saeed J. Small-Business (50 or fewer emp.) 12/7/2023 "Incredible Onboarding Experience with Global Shares" 5/5 What do you like best about J.P.Morgan Workplace Solutions? After a thorough evaluation of numerous options, Global Shares emerged as the unbeatable choice. While we initially had to partner with JPM to access their services, the decision is already proving to be a wise financial move, saving us a substantial amount of money. Review collected by and hosted on G2.com. What do you dislike about J.P.Morgan Workplace Solutions? There's noting to dislike, the support has been amazing Review collected by and hosted on G2.com. What problems is J.P.Morgan Workplace Solutions solving and how is that benefiting you? he intricate task of managing cap tables, especially those entangled with various convertible notes, is where Global Shares truly shines. With a multitude of option holders and a commitment to bootstrap, we found ourselves facing high-cost tiers with other cap table companies. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ## Questions about J.P.Morgan Workplace Solutions? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about J.P.Morgan Workplace Solutions ](https://www.g2.com/products/j-p-morgan-workplace-solutions/discussions/new) GU Guest User What is Global Shares used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-global-shares-used-for) ![Hirofumi O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hirofumi O.") HO Hirofumi Okada • Last activity about 5 years ago What is the latest plan to get the share trader certificate in Japan? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-the-latest-plan-to-get-the-share-trader-certificate-in-japan) [ View all Discussions ](https://www.g2.com/products/j-p-morgan-workplace-solutions/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 7 months ### Average Discount 56% [ View More Pricing Information ](https://www.g2.com/products/j-p-morgan-workplace-solutions/pricing) J.P.Morgan Workplace Solutions Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.3/5(233) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-j-p-morgan-workplace-solutions) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71549dbcb4447493dab8b26e302c891f/shareworks-by-morgan-stanley.png "Product Avatar Image") Shareworks by Morgan Stanley 3.8/5(32) [ Compare Now ](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-shareworks-by-morgan-stanley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d27d69a25ad09dd1554abd72a251af49/pulley-pulley.png "Product Avatar Image") Pulley 4.7/5(135) [ Compare Now ](https://www.g2.com/compare/j-p-morgan-workplace-solutions-vs-pulley-pulley) ##### ##### J.P.Morgan Workplace Solutions Features Platform Basics Reporting Platform Data Visualization Dashboard Platform Content File Sharing Platform Additional Functionality Cap Table 409a Public Equity [ View More Features ](https://www.g2.com/products/j-p-morgan-workplace-solutions/features) ## Top-Rated Alternatives [ ![Shareworks by Morgan Stanley](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shareworks by Morgan Stanley") Shareworks by Morgan Stanley 3.8/5(32) ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) [ ![Carta Equity Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Qapita](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ View All Alternatives ](https://www.g2.com/products/j-p-morgan-workplace-solutions/competitors/alternatives) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management)[Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration) ##### Explore More [Which application monitoring software is top-rated by tech startups](https://www.g2.com/discussions/which-application-monitoring-software-is-top-rated-by-tech-startups)[Which contractor payment platforms have struggled with scheduled recurring payments for small team payroll runs and which ones have actually fixed it?](https://www.g2.com/discussions/which-contractor-payment-platforms-have-struggled-with-scheduled-recurring-payments-for-small-team-payroll-runs-and-which-ones-have-actually-fixed-it)[Platforms with best customer support for virtual events](https://www.g2.com/discussions/platforms-with-best-customer-support-for-virtual-events) [What's the best workforce management solution for call centers](https://www.g2.com/discussions/what-s-the-best-workforce-management-solution-for-call-centers)[Is Cloudflare worth it for enterprise content delivery network (eCDN) performance?](https://www.g2.com/discussions/is-cloudflare-worth-it-for-enterprise-content-delivery-network-ecdn-performance)[Pros and Cons Details](https://www.g2.com/products/j-p-morgan-workplace-solutions/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)