# J.P. Morgan Workplace Solutions Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is J.P. Morgan Workplace Solutions the right Equity Management solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/reviews --- J.P. Morgan Workplace Solutions 4.7 (9) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of J.P. Morgan Workplace Solutions Ease of use 4.8 Customer Service 4.8 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TW Tammy W. Owner Apparel & Fashion Used the software for: 6-12 months ### "Best and most comprehensive solution for small businesses." January 6, 2025 5.0 My overall experience with J.P. Morgan Workplace Solutions has been very positive. It is easy to use and engages my employees and is free for less than 100 users. Perfect for allowing me to provide benefits to my employees. Pros I like the fact that the platform is easy to navigate and is very user-friendly and free for start-ups with less than 100 investors. Cons It does not provide 409A valuations but is still a very comprehensive program Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/)[Ledgy](https://www.capterra.com/p/173939/Ledgy/)[Pulley](https://www.capterra.com/p/219303/Pulley/) Reason for choosing J.P. Morgan Workplace Solutions We chose this one because of the features and the fact that it was free for under 100 users. Review Source JM Julie M. Payroll Manager Consumer Services Used the software for: 1-2 years ### "Try J.P Morgan Workplace Solutions" March 5, 2025 5.0 This is a program we use for our employees to be able to login and see their benefits, statements, performance on investments, etc. It is very user friendly and we have not had many complaints on using it. Pros It is easy for our employees to navigate to see their statements, balances, benefits and performance on investments. It give them the freedom to keep track of things on their own. Cons Less tech savy employees have had a bit of a learning curve navigating the program but once we are able to sit down with them and walk them through the features they are generally able to navigate it on their own. Review Source SB Siobhan B. HR Manager Medical Devices Used the software for: 2+ years ### "Great Service" August 25, 2022 4.0 Excellent service provided at all times. The team in GS is friendly, knowledgeable and very efficient. Great to deal with Pros Easy to use, all the documents are always easy to find Cons There is nothing that I dislike about the software Review Source AM Adam M. CFO Information Technology and Services Used the software for: 1-2 years ### "A great solution in a complex area" August 2, 2022 5.0 We wanted to implement a SAYE program across multiple countries working with lots of different currencies. The software works very well but the support we obtained from the implementation team was absolutely first class. We had a dedicated team who had a weekly with us as we went through implementation and also supported us with communication materials for employees. Pros We initially engaged with an alternate supplier and quickly switched to Global Shares. We have employees in eight countries participating in an SAYE scheme and we needed a solution that would work in all those territories for both the employees and the teams that support SAYE. Global Shares was implemented quickly and smoothly and is an intuitive piece of software that people find easy to use. Cons I cant think immediately of any areas that need improvement Review Source LP Lorna P. Assistant Accountant Insurance Used the software for: 2+ years ### "Global shares - Brilliant to work with" August 16, 2022 5.0 We have worked closely with our reconciliation process and now maintain this regularly. The communication has also improved massively in the last 2-3 years in particular. Pros Global shares are very efficient with our quarterly reconciliations and reporting and we have worked on making the iportal user friendly and available to all scheme participants which has proved popular. Cons TR 2007 SIP values are hard to calculate, therefore the value given by Global Shares is only an estimate. I dont know if this can be worked on at all in the future. Review Source MS Mirko S. Senior Director Global Compensation & Benefits Biotechnology Used the software for: 6-12 months ### "Global Shares - a good platform which helps to access and manage LTI plan(s). " August 22, 2022 5.0 I am a user in a way that I manage my own LTI plans, but I am also responsible to manage LTI plans and grants etc. from other colleagues. Global Shares fits best. Pros The "Look & Feel" - very good and the Global Shares team supports whenever needed. Cons Nothing really in particular to mention. Reason for choosing J.P. Morgan Workplace Solutions The Global Shares team always supports best and can offer flexible solutions. Review Source MKS Mary Kay S. EVP & CFO Banking Used the software for: 6-12 months ### "Best Implementation" August 23, 2022 4.0 We have eliminated the need to account for equity grants manually. This has saved many hours when new grants are awarded and options are exercised. No more individually written and signed award agreements. Pros I have participated in numerous software implementations. This was the most well managed and seamless implementation. The project team was top notch. This software has replaced most of our manual spreadsheet based processes. Cons I would like for the funding of the stock option exercises to happen through the software. Currently payment needs to be arranged manually. Review Source SF Sascha F. Senior Manager Media Production Used the software for: 6-12 months ### "Virtual Participation Program" August 18, 2022 4.0 Pros \- Possibility to administrate a program that is not common within participation programs - Easy use of pulling reports - Lot opportunities to customize the webportal Easy to handle for the participants Cons \- There is nothing bad to highlight actually Review Source YD Yvonne D. Business Manager Pharmaceuticals Used the software for: 6-12 months ### "Rollout in a newly set up entity" August 24, 2022 5.0 Very smooth roll out and exeuction Pros Product very visual and easy to use. Roll out process very well defined and executed. Team very knowledgeable Cons Restricted options on how could display text for user choice tables Review Source Talk to a Capterra advisor for free and get results within 15 minutes.