Our solution for advisors
Share | Advisor
Our platform for professionals working in the global equity sector.
What is Share | Advisor?
Legal and tax compliance tools for equity professionals
Share | Advisor is our platform for professionals working in the global equity sector.
Who is it for?
- Administrators
- Legal Advisors
- Small Law Firms or Accountants
- Employee share plans Communication and Education specialists
- Trustees
- Other employee share plans professionals
Your legal and tax compliance partner
01
Tools that give you power to respond fast and efficiently.
02
Reports that you can share with clients, at a transparent cost.
03
Admin view — all your clients in one place.
04
Customized information — adapted to your client’s specific share plan settings, not generic guidance.
Features
Full legal and tax summaries
Report Builder: customised reports in minutes
Participant-facing tax and payroll guides
Recent Changes
Admin view
API
And more
Practical support
Tell us your challenge and we’ll find the solution
| Your challenges as Advisor | Our Solution |
|---|---|
| Knowing where legal and tax complexity is highest, and where to focus limited time and budget. | SR Heatmaps flag the most complex countries from both a legal and tax perspective, so effort goes where it is needed most. |
| Helping a client choose between plan designs when complexity is only one factor. | SR Heatmaps give a side-by-side comparison of legal and tax complexity across plan types. |
| Providing information that reflects a client’s specific plan design. | Filter by plan type, recharge arrangement and listing to match the client’s exact design. |
| Time-consuming country-by-country research across scattered sources. | One centralized platform holding all international legal and tax data. |
| Producing employee tax guides without starting from scratch. | Generate a customized employee tax guide in minutes with the Report Builder. |
| The high cost of specialist advice and the time spent curating it. | Clear, transparent, cost-effective pricing. |
| Legal and tax content that sits outside your platform. | API-ready architecture that integrates seamlessly into your own platform. |
| Turning dense content into guidance employees will read. | Personalized Report Builder outputs written for a general audience and ready to share. |
| Keeping track of legal and tax changes across many countries. | Monthly regulatory and tax updates. |
Share | Advisor Pricing
Which Plan Is Right for You?
Whether you're just starting to explore employee share plans or managing complex, global companies, there's a perfect package for your needs.
| Feature | Free | Premium€2,500 / year | Professional€10,000 / year | EnterpriseCustom |
|---|---|---|---|---|
| Countries covered | 40 | 80 | All available (107 currently) | All (custom) |
| Legal & Tax Heatmaps | ✓ | ✓ | ✓ | ✓ |
| Recharge & Listing Filters | ✓ | ✓ | ✓ | ✓ |
| Equity plan types covered | — | 5 most common | All available | All + custom |
| Legal Executive Summary | — | ✓ | ✓ | ✓ |
| Reminders & Recent Changes | — | ✓ | ✓ | ✓ |
| Detailed Legal & Tax Information | — | — | ✓ | ✓ |
| Sell-to-cover withholding max rates | — | — | ✓ | ✓ |
| API integration | — | — | — | ✓ |
| Customization & strategic guidance | — | — | — | Fully tailored |
| Report Builder — cost per report | €500 per country / report type | €350 per country / report type | €250 per country / report type | Custom |
What API Capabilities Does ShareReporter Offer?
Our API allows share plan administrators, cap table software providers and HR systems to integrate ShareReporter compliance data directly into their own platforms. Contact us to discuss your integration requirements.
Ready to get started?
Sign up for Share | Advisor Free today and explore the powerful tools our platform offers. As your business grows, we’ve got you covered every step of the way.