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
Automate stock and equity awards
Streamline complex administration processes. 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
Access anytime, anywhere. 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 awards, manage grants and tasks, and transact their stocks.
Reporting Suite
Simplify reporting. Create intuitive, real-time dashboards and dynamic reports instantly. Tailor data and create effective reports and pivot tables. Analyze participation rates and break them down to drive your education and comms strategies.
API Integration
Connect your tech stack. Integrate your employee and equity data seamlessly with the HRIS and tax software you depend on, without the need to manually handle information.
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 stock plan management
Schedule 1:1 demo
CONTACT BLOCK
Schedule a 30 minute call with one of our stock admin
specialists to learn more about our comprehensive
solution.
4.8 out of 5
Based on customer reviews
