
It was very easy for us to set up our ESOP plan on Trica. They helped us with all the required documentation and also provided the requisite guidance. All employees can see their grants and vested/unvested equity in real-time on the portal. Review collected by and hosted on G2.com.
We have not been able to figure out how to manage advisor equity on the platform that we have allocated through the issuance of phantom stocks.
Once an employee resigns, there is no automated way to add the unvested equity back into the available/ungranted pool. Review collected by and hosted on G2.com.