Equity planning and tracking is a bit similar to hockey where to be successful, you have to constantly try to anticipate where the puck is going. It is though to keep up with changing business and tax environment, regulatory changes, new plan types & multiple vesting schedules to administer. The data typically lives in many different systems, files, and formats so consolidated reporting is a challenge and a single system of record is a pipe dream. Until now.
EQUITY is the planning and tracking tool for all your long term awards requirements.
- Employee portal - view statements, sign grant agreements, access supportive documentation
- Planning - recommend and approve long term awards
- Tracking - value tracking, holding report, vesting schedules
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