Shareworks Integrations

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Plan, communicate, and benchmark your compensation in real-time. Pave allows you to make smarter comp decisions and eliminate spreadsheets, powered by real-time integrations with your HRIS, ATS, and Cap Table. Merit cycles are an extremely manual process. Teams cobble together compensation reports and have spreadsheets for every manager. Pave centralizes compensation data in real-time to manage merit cycles in one unified place. Candidates and employees often miss the whole picture around equity, bonuses, and benefits. Pave allows you to visually sell the whole dream to attract and retain top talent. Most surveys require periodic manual uploads, resulting in out-of-date compensation data. Pave provides the most accurate real-time compensation benchmarking data by integrating your systems in just minutes. Compensation surveys are obsolete. Total rewards is more than just salary.

Taiki offers a universal API designed to automate the extraction of tax documents and data from various payroll and financial providers. This solution enables users to bypass manual document uploads by securely connecting to multiple financial platforms, facilitating the retrieval of tax information. The API supports a wide range of documents, including 1040s, W-2s, 1099s, and bank statements, among others. By leveraging built-in document processing, users can specify and obtain only the necessary data fields, streamlining the data retrieval process. Taiki's integration capabilities encompass numerous financial institutions and services, such as ADP, Bank of America, PayPal, and TurboTax, ensuring comprehensive coverage for diverse user needs. The platform offers flexible pricing models, including pay-as-you-go and per-user annual subscriptions, catering to both individual and enterprise requirements. Implementation is designed to be swift.

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

Clockwork Universe is a digital investment office for private markets that centralizes alternative investments, including private equity & venture capital, direct private deals, holding & operating companies, syndicate/SPV deals, real estate, public equities, cash, collectibles, and more, into a single platform. It offers portfolio monitoring with a dynamic dashboard for quantitative and qualitative data, transaction management at holding and portfolio levels, opportunity tracking via investment profiles and pipeline organization with tagging, custom metrics at the holding level, and portfolio-wide metrics for holistic performance views. Advanced features include Suggested Updates (AI‑powered extraction of insights from unstructured inbox data), a Chrome extension for seamless data capture from LinkedIn, Crunchbase, documents, and web browsing into portfolios, and portfolio‑centric chat for focused collaboration.

Quanta is a full-service accounting platform purpose-built for software companies that delivers real-time visibility into financials by combining automated bookkeeping, continuous reconciliations, and deep integrations with common startup financial tools. It maintains an AI-native general ledger that automatically imports data from a company’s banking, payment, payroll, and spend tools and applies predefined rules; ensuring books stay clean, consistent, and always up to date. Quanta offers real-time dashboards showing cash, revenue, burn rate, runway, accounts receivable, vendor activity, customer/invoice status, and other critical metrics; giving teams immediate access to today’s numbers rather than waiting for month-end. It also supports advanced features such as revenue recognition, department-level financial tracking, and tax filing (including federal, state, local income taxes and even R&D-tax-credit studies). Users get access to a dedicated in-house accounting expert.

Both the company and the employees are exposed to legal and financial risks. Many factors are in play that make today’s process challenging and complicated. Each country has specific regulations around equity which constantly change. It exposes you and your employees to financial penalties. Tax codes for equity are extremely complicated. Mistakes are irreversible and it’s easy to miss on large tax breaks. Setting up and maintaining global equity plans is heavily time-consuming. It requires deep and expensive research. It’s hard to follow what's happening, takes a lot of time and mistakes happen. Stay compliant worldwide and avoid problems altogether with preemptive alerts that steer you clear of any potential exposure issues.

The Canton Network is a public, permissionless blockchain network designed specifically for regulated financial markets, enabling institutions to transact and synchronize data with privacy, control, and interoperability. It introduces a unique architecture that allows applications to run on separate, configurable domains while remaining interoperable at the network level, so participants can share data and assets only with authorized parties. Built to support real-world financial workflows, the network enables atomic, cross-application transactions without exposing sensitive information to the entire network. Canton supports privacy-preserving smart contracts, fine-grained permissioning, and composable applications that can span multiple use cases such as payments, securities, collateral, and derivatives. Its design allows institutions to maintain regulatory compliance, operational autonomy, and data confidentiality while benefiting from shared infrastructure and real-time settlement.