Your equity
management solution
Simplify complex administration into a straightforward and intuitive experience. Reduce the risks of manual error. Manage multiple plans on a global scale, from one central location.
Features
Automate stock and equity awards
Streamline complex equity management processes
From issuing grants and awards, to managing vesting and terminations, processing detailed reports and tracking employee activities, we put complete control at your fingertips.
Reporting Suite
Simplify reporting
Create intuitive, real-time dashboards and dynamic financial and business intelligence reports instantly.
API Integration
Connect your tech stack
Integrate your employee and equity data seamlessly with the Human Resources Information System (HRIS) and tax software you depend on, without the need to manually handle information.
Participant Portal
Engage your participants
Your employees can view their rewards, sell shares, accept grants, exercise options and even vote in your company’s AGM—all through one easy-to-use online portal.
Secure Mobile App
Access anytime, anywhere
Your employees can view their equity awards no matter when or where with our secure mobile app.
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.
Scalability
and expansion
There should be no restrictions on your company’s ambition: our equity management software 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.
Peace of mind for your data
Accuracy. Data integrity. Reliability.
When it comes to compliance you’re covered: we’re ISO 27001 certified so you can be confident that your information is secure.
Access to JPM services
Gain access to a suite of J.P. Morgan offerings such as Banking, Funding and Wealth Management.
Engagement
and retention
Attract, retain, reward. Stand out from competitors to engage and motivate the top quality staff that you’ll want onside to help your business succeed by giving them a genuine stake in your company’s future.
First class service in a first class way
From your senior leaders to your junior employees, we offer multi-lingual support for participants, and a dedicated client manager.
Want to learn more about how to
simplify your equity compensation
management?
Connect with us for a no-cost demo.
Related insights
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Equity management solutions for pre-IPO companies
July 30, 2024
