Trusted by
businesses worldwide
Stock plan
management, simplified
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2000+
clients
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1M+
plan participants
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$200B+
plan assets
Your Employee Stock Ownership Plan (ESOP) essentials
Simplify complex administration into a straightforward and intuitive experience. Reduce the risks of manual error. Align employee goals with company targets. Manage multiple ESOPs on a global scale from one central location.
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01
Improve retention with an ESOP
When the business succeeds, so do the employees. ESOP programs align your employees’ goals with the business’ objectives; incentivizing your employees to commit to the long-term success of the company.
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02
ESOPs tailored to your needs
We make ESOP administration easy. Our team of experienced equity specialists can help you to design a program that’s suited to your company’s needs. From day-to-day management, to employee engagement and financial reporting, we have it covered.
Administration
made easy
Our technologies put complete control at your fingertips. Keep track of issuing grants and awards, manage vesting schedules & terminations, and process detailed financial reports.
Secure mobile app
Empower your employees with 24/7 access via our secure mobile app and portal. Give them the freedom to see the potential value of their ESOP awards, manage grants and tasks, and transact their stocks.
Financial reporting simplified
Create intuitive, real-time dashboards and dynamic reports instantly.
Gain insights
Tailor data and create effective reports and pivot tables instantly. Analyze ESOP participation rates and break them down to drive your education and comms strategies.
Access to JPM services
Gain access to a suite of J.P. Morgan offerings such as Banking, Funding and Wealth Management.
Why choose us?
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Engagement & retention
Attract, retain, reward. Stand out from competitors to engage and motivate the top quality staff that you'll want onside to help your business succeed by giving them a genuine stake in your company's future. -
Scalability and expansion
There should be no restrictions on your company’s ambitions: our platform helps you grow from private to public, local to global, with a seamless journey that transitions your data securely, if and when you need it.
Find out how we can help streamline your ESOP management
Schedule 1:1 demo
CONTACT BLOCK
Schedule a 30 minute call with one of our ESOP
specialists to learn more about our comprehensive
solution.
4.8 out of 5
Based on customer reviews
