Equity planning and tracking is a bit similar to hockey where to be successful, you have to constantly try to anticipate where the puck is going. It is tough to keep up with a changing business and tax environment, regulatory changes, new plan types & multiple vesting schedules to administer. The data typically lives in many different systems, files, and formats so consolidated reporting is a challenge and a single system of record is a pipe dream. Until now.
Employee portal – view statements, sign grant agreements, access supportive documentation
Planning - recommend and approve long term awards
Tracking – Value tracking, holding report, vesting schedules
EQUITY is the planning and tracking tool for all your long term awards requirements.