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Equity plan migration

Ready to switch equity compensation management providers?

Are you looking for an equity compensation management platform that provides robust onboarding and customer support with ease of scalability? Are you looking for a software solution that lets you operate your employee share plans from one platform regardless of where your employees are based? We simplify complex migration and plan administration for companies around the world.

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Leading
Equity Management Software

G2

4.9 out of 5, based on customer reviews

Equity migration, simplified

We want to make switching equity compensation providers as straightforward as possible for you. Our dedicated implementation team will walk you through the migration process, step-by-step, providing support along the way.

  • 1

    Discovery

    We will take the time to understand your existing plans and requirements. After gathering all the necessary information, we will create a detailed project plan tailored to your needs.

  • 2

    Data import

    We begin converting your historical data, securely transmitting files to our platform and building out your participant portal.

  • 3

    Testing and approval

    In the testing phase you can review every detail, including awards and vesting schedules, employee data, eligibility rules and reporting.

  • 4

    Go live

    Once the data is approved, you’re ready to go live and will be assigned a relationship manager.

Your end-to-end equity
administration solution

Whether you’re a start-up, a private or a public company, our platform can help save you time and money, reduce the administration burden and get your employees engaged with their equity awards.

We handle the complexity when it comes to migrating an existing plan or starting a brand-new implementation – freeing you up to focus on the important business of growing your business.

Our dedicated relationship managers and team of equity professionals can handle everything from plan management and reporting, to help with local tax, compliance, participant communications and more.

Why choose J.P. Morgan
Workplace Solutions

We demystify equity compensation into something that is easy for your employees to understand and engage with. We’re trusted by many US and global businesses and have robust, on-the-ground teams around the world. You can read our case studies here.

Ease of Setup

9.4

Ease of Use

9.5

Ease of Admin

9.5

Quality of Support

9.9

Product Direction

9.9

Equity Management

9.1

Source: G2.com (as of 31st Jan 2025)

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Get more from J.P. Morgan
Workplace Solutions

  • Plan migration
    process

    Managed by an experienced, dedicated onboarding team.

  • Number of supported equity awards/plans

    Ability to support a range of plan types from across the US, UK, Europe and more.

  • API Integrations

    Supports connectivity with third party systems such as HR and Payroll, Tax and Accounting software.

  • Cap Table

    An easy-to-use platform to manage all of your equity from inception to IPO. Track your investors, manage your stock plans and model future funding rounds, all within the same platform.

  • Reporting Suite

    +200 audit ready financial reports and dynamic Business Intelligence (BI) reports readily available.

  • Support
    as you grow

    A solution that grows with you, from pre-IPO to public companies, wherever your journey takes you.

  • Global
    compliance

    Access to dedicated equity plan management professionals in on-the-ground teams to help support with tax and data compliance.

  • Customer support

    Admin: A dedicated customer relationship manager and a team of stock plan professionals
    Employees: Multilingual service desk (+15 languages)

Trusted by businesses across Canada

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FAQs

  • Our business is based in the US, can J.P. Morgan Workplace Solutions support our equity plan management?

    Yes. We already help many companies from the US to administer their equity awards, across a range of plan types, including stock options, Employee Stock Purchase Plans (ESPP), Restricted Stock Plans (RSU), Long Term Incentive Plans (LTIP) and more. Our teams can provide our clients with market-leading legal, regulatory and tax information to help you operate your equity compensation plans, wherever you’re based. From navigating securities and labor laws to understanding tax withholding and reporting obligations, we provide a comprehensive view of the regulatory landscape to help you make informed decisions.

  • My company is privately held. Can the platform help me with stock plan management?

    Yes. Whether you’re a small or large company, pre-IPO, private or public, Workplace Solutions can help you tailor an equity admin strategy to fit your needs. We’ve managed equity compensation for businesses at various stages and can evolve with them as they go public or choose to remain private.

  • We have thousands of employees. Can Workplace Solutions accommodate that?

    Yes. We have experience in onboarding and launching global share plans for international businesses with several thousands of employees across dozens of countries (See our case studies here). Your employees can log into their personal account via the portal to view their rewards, accept grants, transact of their equity and a whole lot more, meaning less queries and admin for your teams.

A software option designed to
meet your needs

Learn more about our equity platform.

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