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Equity Plan Administration Outsourcing

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Do you require a full or partial equity plan administration outsourcing solution that combines stock plan expertise with daily plan administration, operational processing, and participant management?

Would expert assistance help you to improve the overall performance of your company’s equity plan?

Simplify your equity plan administration by outsourcing to Global Shares. Our team of equity compensation professionals can offer you expert advice and ensure that you achieve your goals.

Together we can design the right solution for you.

Global Shares is a global provider of highly innovative software for equity plan management outsourcing that utilizes cloud-based technology, designed for flexibility and simplicity of use, to optimize your equity plan management.

You’ll benefit from the fastest set-up, most cost-effective running costs, and the knowledge that all your needs are catered for by our system.

The system offers you a comprehensive range of equity administration services and financial reporting as well as expert support services and integrated financial reporting tools for corporate clients and their employees worldwide.

Our clients attribute our success over the past 10 years to our refreshing customer-centric approach, the ease-of-use, and cost-effectiveness of our fully customizable products, and the support they get from our sharp-minded team of experienced Equity Experts.


What is Equity Plan Management Outsourcing?

You benefit from the fastest set-up and most cost-effective running costs thanks to our cloud-based technology, which is developed & managed 100% in-house. It is designed for flexibility and simplicity of use.

All your Equity Plan Administration Outsourcing requirements are catered for by our online system, offering you a comprehensive range of dynamic equity administration services and exceptional financial reporting tools to transform your Equity Plan Administration.
Our clients attribute our success over the past 10 years to our refreshing customer-centric approach, the ease of use, and the cost-effectiveness of our fully customizable products.

You can quickly avail of a wide range of equity award types including Approved/Unapproved Options, Executive Stock Options, ISOs, CSARs, ESPPs, LTIPs SSARs, RSUs, RSAs, PSUs, NQSOs, including Performance & Phantom shares, Cash-based, warrants and many other custom award types.


How can we help with your Equity Plan Management?


Employee Equity Awards

You can outsource a wide range of equity award types such as NQSOs, ISOs, PSS, CSARs, SSARs, RSUs, RSAs, PSUs, Executive Stock Options, Performance & Phantom shares, Cash-based, Warrants and a wide range of other custom award types.

Employee Plan Types

A wide range of plan types can be administered including Employee Stock Purchase Plans (ESPPs), LTIPs, JSOPs, Approved, and Unapproved purchase plans, and other custom plan types.


Your day-to-day administration of share plan transactions is simplified through the automation of restricted stock vesting, terminations, exercises, expirations, etc.

Roles Management

You can simplify the organization of your team and their task assignment with our role administration feature types including administrators, read-only users, reports only, HR reporting only, financial reporting, etc.

Data Management

Your plan can be easily set up using our flexible data import tools and you can export information to all the regular management reporting tools in multiple formats.

Statements and Reporting<

You can easily and quickly generate the reports you need from our comprehensive range of equity-specific statements and financial reports.

Equity Events

You can simplify the administration of your equity and trading events such as stock splits or re-pricing, auto-restrict when stock can be traded, manage windows, etc.

Complete integration

You benefit from a fast, complete, integrated, cloud-based solution between your HR and payroll departments as well as third-party service providers.


How can Global Shares help you with your Share Plan Administration?

Profit from Global Shares’ coverage, partner network, and experience working with a diverse range of clients and plans across the US and globally.

All companies have different requirements for their employee equity incentive plans. Our track record and expertise ensure you have all the elements for success covered:

  • Precision
  • Comprehensiveness
  • Security
  • Efficiency


What are the Benefits of Global Shares’ Equity Plan Administration Outsourcing?

  • Significantly save on time and money in terms of resource & administrative efficiencies as the technology and experts do the work for you. It is quick and easy to implement so you can concentrate on your core business
  • Access to expertise through your assigned Share Plan Analyst & Implementation Manager, who will always be at hand to answer your every question
  • Empowers your employees with easy-to-follow, accessible tools to view and interact with their equity plan online via a company-branded participant portal, available in multi-language & multi-currency
  • Reduces your workload thanks to the automation of key administrative tasks – downloadable statements, grant acceptance, selling shares, tax elections, exercise options, transaction history, task notification, voting, modeling calculators & much more
  • Security is enhanced by reducing paper trials and the choice of a variety of login authentication options
  • Eliminates the risk of lost knowledge when a member of your administrative team moves on and a new staff member has to learn everything from scratch
  • Automated and ad hoc reports are available at the click of a button, giving you an up-to-the-minute overview of all activity associated with your equity plan, off-loading manual, time-consuming processes
  • Compliance is assured thanks to automated solutions, which ensure accuracy, the integrity of data, and reduce legal risk
  • Flexibility to withhold control by partial outsourcing. Some companies require only partial Equity Plan Administration Outsourcing, which is a great option for smaller companies, or those who require support with only certain aspects of their administration

Global Shares provide Equity Plan Management for companies all over the world. Request a free demo to find out more about our other products and services. Transform your Stock Plan Administration with our industry-leading technology. Let us show you how with a quick demo of our Software.

Please Note: This publication contains general information only and Global Shares is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. The Global Shares Academy is not a substitute for professional advice and should not be used as such. Global Shares does not assume any liability for reliance on the information provided herein.

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