Equity planning and tracking is a bit like hockey. To be successful, you have to constantly anticipate where the puck is going. It can be tough keeping track of evolving business and tax environments, regulatory changes, new plan types & multiple vesting schedules to administer. The data you need typically lives in many different systems, files, and formats so consolidated reporting is a challenge and a single recordkeeping system is a pipe dream. Until now.
EQUITY is the planning and tracking tool for all your long term awards requirements.
Employee portal – view
statements, sign grant
Planning – recommend and
approve long term awards
Tracking – Value tracking,
holding report, vesting
Ready to find out how we can help achieve your business outcomes?