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Restricted Stock Plans

Retain and reward your top talent 

Restricted stock, whether RSA or RSU, can be a powerful motivator for employees that can also help to boost retention. The longer the period of employment, the greater the potential financial benefits for employees—driving both personal and organizational success.

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Your restricted stock plan solution

We simplify complex restricted stock plan administration into a straightforward and intuitive experience. Ensure accurate record-keeping. Manage restricted stock plans on a global scale from one central location.

  • Plan management

    Make your restricted stock plan management easy

    Whether it’s a restricted stock award (RSA), or restricted stock unit (RSU), streamline your equity administration by automatically issuing grants, tracking vesting schedules and release, and processing detailed financial reports.

  • Participant portal

    Empower your employees

    Engage your employees with 24/7 access to a portal where they can see the potential value of their awards, manage tasks, and transact their shares.

A powerful tool to help drive
company success


Why choose us?

  • Go from private to public in one system

    There should be no restrictions on your company’s ambition: 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.

  • Experience our intuitive platform

    Our technologies automate and streamline Restricted Stock administration, allowing for API integrations with your HRIS, tax systems and enhance data security. In addition, our built-in reporting suite facilitates you to generate audit-ready reports within a few clicks.

  • Access to in-house equity compensation professionals

    You’ll get a dedicated account manager who understands what you need, supported by a team of experienced equity professionals to handle the day-to-day operation of your plans. Your employees are also taken care of with our multilingual customer support.

  • Engage with bespoke communications packages

    Bring your Restricted Stocks to life through a range of engaging, creative, multimedia employee communications. Demystify equity education and get your employees excited about their rewards.


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