Getting Started
An overview of features and functionality.
User Guides
Guides to help you use the platform and answer your questions.
Product Updates
Release notes for new features and functionality.
Learning Hub
Learn everything from equity grant types to how convertibles work.
Account Management
Manage your subscription and payment details.
Stakeholder Information
Everything your shareholders and employees need to know.
Stakeholder Information
User guides
Library
FAQ
User guides
Getting Started
Participant portal dashboard
Viewing Your Transactional History
Equity Awards
Exercising Your Options
Participant portal dashboard
Participant portal dashboard overview
Shares dashboard overview
Options dashboard overview
Restricted stock units dashboard overview
Restricted stock awards dashboard overview
Non-dilutive SAR's dashboard overview
Growth shares dashboard overview
Warrants dashboard overview
Convertible instruments dashboard overview