Equity Plan Administration

Streamline your equity plan administration with our next-generation technology, so you can get trusted data and real-time reporting.

Harness Data to Simplify Plan Management

As equity plans grow more complex, our solution helps brings everything together so plan administrators can keep pace, engage effectively and optimize how they manage plans.

Run reports with real-time information, including data migrated via API from HRIS systems. Intuitive drag-and-drop functionality makes it easy. Plus, use the “sandbox” test site to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

Purpose-Built for Easy Integration and Modern Workflows

Harness the power of our technology and support to help your equity administrative teams make well-informed decisions at every turn.

Streamlined Integration
Our API automates data imports from a wide range of third-party systems to help you get up and running with minimal downtime or manual entry.
Easier Collaboration
Streamline plan management and remove inefficient processes by giving your departments access to real-time data.
Built for a Global Workforce
Our customized tax tables help you stay informed about tax rates across jurisdictions, languages and time zones to help you understand where and when to withhold.
Let’s Start the Conversation
Share more about your workplace’s unique needs, and a member of our team will get in touch to discuss how we can help.

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