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What is Equity Plan Administration?

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How to simplify your Employee Stock Plan

Equity Plan Administration manages employee ownership as a key factor to motivate employees in the workplace.

Incentives like employee stock plans, ESPPs, stock options, performance shares and restricted stock are a growing and effective way for employers in both public and private corporations, large and small, to achieve enhanced employee productivity.

This makes Equity Plan Administration an effective business tool and Global Shares, who are a key partner, will help you achieve that in a fast, efficient, and cost-effective way.

You too can motivate your employees with an excellent stock plan service and experience and transform your Equity Plan Administration.

By using industry experts like Global Shares with years of experience, highly innovative software, expert support services, and integrated trading facilities tools, you can save time and money allowing you to concentrate on your core business activities.

You benefit from the fast, efficient set-up and low running costs thanks to Global Shares cloud-based technology, designed for flexibility, simplicity, and ease of use.

All your Equity Plan Administration requirements are catered for, with a comprehensive range of employee and human resources equity administration services, compliance, and financial reporting.


What is Equity Plan Administration?

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 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 Administration?

Our Team would be delighted to speak to you about your Equity Plan Administration requirements. Request a free consultation with a Global Shares expert now and learn how our powerful EquityAdmin software can transform your Employee Equity Plan Administration

Employee Equity Awards

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

Employee Plan Types

You can manage a wide range of employee equity plan types including Approved and Unapproved purchase plans, ESPPs, LTIP’s, JSOP’s and a wide range of custom types.


You can simplify your day-to-day administration of share plan transactions with our automation features for exercises, sales, expirations, restricted stock vestings, terminations, etc.

Roles Management

You can easily organize your team’s task assignments with our role administration features and 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 simply administer your equity and trading events such as stock splits or re-pricing.

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 Equity 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?

  • All your requirements, questions, and concerns will be listened to and covered in an initial ‘Discovery’ discussion, to identify how best we can meet your needs.
  • You are allocated a team of highly skilled experts to guide you through the process, including our Certified Equity Professionals (CEPs) and In-house Software Developers.
  • Your complete Equity Plan Administration solution is set up, configured quickly and effectively for your corporation.
  • All your types of Awards and Plans can be managed online, from small executive stock option plans to large global stock plans or custom award types.
  • You will be assigned a personal relationship manager who will know you, your requirements, and your plan in-depth and assist you at all stages.
  • You and your employees will be provided with a positive plan experience thanks to our sophisticated technology and our dedicated service teams
  • You can significantly reduce your workload and costs with our advanced Participant Portal.
  • You get all the tools you need on Global Shares’ EquityAdmin to manage information, assist employees and satisfy compliance with the rules and regulations affecting your Equity Plan Administration.
  • You save time and money – Global Shares technology will make you highly efficient, enabling you to deliver significant cost and time savings to your company.
  • You gain direct access to specialist expertise in the area of Equity Plan Administration Software as a Service (SaaS) – It is our sole focus, our pride, and our passion.
  • Our clients love the simplified, user-friendly, and hassle-free solution they get from our EquityAdmin equity plan administration platform, removing past administrative complexities and delivering an excellent service and experience for your employees.


Read more about equity plan management here.

Global Shares provide Equity Plan Administration for companies all over the world. Request a free demo to find out more about our other products and services. Transform your Equity 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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