Leading Equity Management Software
Whether you’re just starting out, considering switching providers or moving into new territories internationally, our equity software, combined with our customer support, can handle everything from plan implementation or migration to administration, reporting, local tax and compliance, participant management and everything in between. We handle the complexity freeing you up to focus on the important business of growing your business.
Features of our software
Automate stock and equity awards
Streamline complex equity management processes
Everything is digitized. From issuing grants and awards, to managing vesting and terminations, settling transactions, processing detailed reports and tracking employee activities – no more tedious and manual spreadsheets and paperwork.
Support global expansion
Award equity to employees globally
Reward your employees compliantly no matter where they’re located. We provide a comprehensive global view of the regulatory landscape and support a wide range of equity compensation including various forms of options, restricted stock, phantom shares, and country-specific tax-advantaged share plans.
BI reporting
Visualize complex equity data
Choose from +60 standard reports to gain valuable insights into equity compensation. You can create intuitive, real-time dashboards and dynamic business intelligence reports anytime or schedule them to be automatically generated.
Financial reporting
Access audit ready financial reports
Stay compliant with our integrated financial reporting suite. You can generate
reports under different accounting standards (e.g. ASC 718, IFRS 2) instantly or
schedule them.
API Integration
Connect your tech stack
Integrate your employee and equity data seamlessly with the HRIS and tax software you depend on, without the need to manually handle information.
Participant experience
Engage your participants
Your employees can view their rewards, accept grants, exercise options, sell shares, access agreements and documents and even vote in your company’s AGM – all through a single online portal supported by a multilingual service desk.
Data Security
Peace of mind for your sensitive data
Accuracy. Data integrity. Reliability. We’re ISO 27001 certified so you can be confident that your information is secure. You can also enable 2FA (2-step verification) on your account to protect against stolen passwords.
Extension of your
HR team
Our platform, together with a dedicated relationship manager and equity team, provides you with an end-to-end equity compensation management solution, helping you to stay compliant in each jurisdiction you operate in.
Scalability
and expansion
There should be no restrictions on your company’s ambition: our equity management platform helps you grow from private to public, local to global, with a seamless journey that transitions your data securely, if and when you need it.
Single source
of truth
Whether you need your equity plan data for legal, finance, payroll or strategic business purposes having that information in one, real-time updated system, means every team is using the same data.
Excellent
customer care
The more your employees understand their equity awards the more likely they are to value and appreciate them. Our customer care team can handle queries and provide educational materials, saving you time.
Access to JPM
services
Gain access to a suite of J.P. Morgan offerings such as Banking, Funding and Wealth Management.
Want to learn more about our
equity management software
Connect with us for a no-cost demo.
Related insights
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Equity management solutions for pre-IPO companies
July 30, 2024
