Let us help with the administration of your employee equity plan
Self-administering your employee stock options and restricted stock plans is a great choice for companies who are just starting off with equity compensation or looking for a cost-effective way to move off spreadsheets. It is also a good choice for companies who simply require a software solution to manage their plans, cap table and employee inquiries. However, as your company grows you may find that bringing on a partner to assist with the administration of your plan can free up time and resources needed to focus on your business. We want to help.
Tools for you
With our service, all your plan rules, confidential employee information and grant data are securely stored. You will be able to manage those records using our suite of web-based tools that allow you to:
Upload employee and grant data via secure file transfer
Update an individual grant or an employee’s profile
Generate customized administration reports
View employee accounts to help answer questions
Automate sending of standard letters and email communications
Track employee tax certification or grant acceptance/acknowledgement
Automate the calculation of retirement eligibility events
Track participant mobility
Looking for full-service administration for your equity plans? We can help with that, too.
Support your employees
Your employees will access their accounts through the mobile-friendly Employee Online website.
View and manage all grants and awards, including grant acceptance/acknowledgement, price modeling, sales and restricted tax elections
Certify tax status for both W-9 and W-8BEN
Take advantage of direct debit functionality to avoid sending in a check to pay for option costs or taxes
Customize electronic communication preferences
Generate real-time account statements, view plan documentation and historic electronic communications
Learn more about the importance of their grants and awards from our complimentary education site