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.

EQUITY is the planning and tracking tool for all your long term awards requirements. EQUITY is the planning and tracking tool for all your long term awards requirements. 

Employee portal – view

statements, sign grant

agreements, access

supportive documentation

Planning – recommend and

approve long term awards

 

Tracking – Value tracking,

holding report, vesting

schedules

READY?