Equity Welcome - EQ
We're here to help: Shareowners Organizations

Customer Testimonial

“I very much appreciated your approach of best practice and common sense while helping to educate us at the same time by pointing out when our course of action may have unintended negative consequences and counseling us on the pros/cons as we cycled through decisions.”

EQ provides equity compensation services, including equity awards and employee stock purchase plans (ESPP) along with a best-in-class platform created for an easy-to-use participant experience and business intelligence analytics that provide CFO, CEO and board-level insights.

With an average of 20+ years' experience in the industry, our team is passionate about delivering world-class service to our clients and their participants. This dedication is reflected in our strategy, culture and key performance indicators. Our competitive advantage comes from our superior technology, flexibility and experience with various plan types and jurisdictions.

As a company that truly understands the value of equity ownership, we're helping remove the economic pressure associated with COVID-19 while providing an improved participant experience.

We have introduced the EQ CARES pricing option for equity compensation services. The EQ CARES pricing option allows plan sponsors to save up to 50% in contract pricing within the first year.

Click here to see an example of year one contract value 

BEST-IN-CLASS PLATFORM

EQ understands that equity compensation services (also known as stock plan services) are vital to business and business value. That's why we offer administrators real-time access to customizable reports and business intelligence tool capabilities. And, we take exceptional care of your most valuable assets – your participants – with best-in-class experience and useful insights designed to put them in control. 

Watch a snapshot of the only platform in the industry that provides a Business Intelligence (BI) reporting tool.

EQUITY SERVICES WITH EQUITY EXPERTS

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Administration and executive services for all types of stock plan services, including restricted stock awards/units, performance awards/units, incentive and non-qualified stock options, stock appreciation rights, and employee stock purchase plans.

Unlike other plan providers, we’re not a broker. We administer plans but do not benefit when plan proceeds are reinvested. Instead, we are a FinTech provider of equity compensation services, which is all about enhancing the relationship between plan sponsors and their participants.

Our platform offers unique business intelligence analytics, customization of the experience and authentic global capabilities that make it superior to other platforms. And unlike other providers (brokers), we operate in the issuer's best interest. 

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EMPLOYEE STOCK PURCHASE PLANS (ESPP)

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​We all know that satisfied employees translate to higher productivity and higher productivity translates to business performance. Ensure that your employees feel cared for by providing a low-cost opportunity to have a stake in the company. Not only will they likely become more loyal employees – but they may also become your most loyal investors.

Employee stock purchase plans (ESPP) can be customized based on company size, management style or other business goals. Take advantage of this recruitment and retention advantage by creating options to help participants save for retirement or other savings occasions.

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BUSINESS INTELLIGENCE TO MAKE YOU LOOK GOOD

Business Intelligence (BI) Reporting Tool

Extract real-time facts from a vast amount of unstructured data and transform them into actionable information.

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Interactive Financial Reporting Dashboards

See real-time data at a glance, making financial reporting immediate, customizable and easier to understand.

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Gain Insights Like Never Before

View graphics based on live data and dynamically drill into the reports to change the layout, presentation and dataset.

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Full Global Access and Support

Support domestically and internationally based plans with team members throughout the world. Multi-lingual and multi-currency transactions are ...

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EQ CARES

We are proud to introduce the EQ CARES pricing option for equity compensation services. The EQ CARES pricing option allows plan sponsors to save up to 50% in contract pricing in year one. See the example year one contract value below.

EXAMPLE YEAR ONE OUTSOURCED FULL-SERVICE ADMINISTRATION CONTRACT VALUE*

Participants

Example Standard Pricing

Example EQ Cares Pricing

101-250

$31,990

$15,995


*Note: Year one pricing shown above is to be used for example purposes only. Each outsourced, full-service administration service (also known as stock plan services) contract is structured based on actual participant quantities.

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OUR TEAM PROVIDES THE DIFFERENCE

When you work with the EQ equity compensations services team, you will work with a dedicated team with a thorough understanding of the industry and provide the right solutions for your plan. Our service support team members have an average of 20+ years within the equity compensation services space and are passionate about delivering world-class service to our clients and their participants. Meeting and exceeding customer needs is at the core of everything we do.

 

MEET THE DEDICATED EQUITY COMPENSATION TEAM

Adrian Diaz

Vice President, Business Development

Emily Ryan

Vice President, Head of Channel Partners

Jeff Seadschlag

Vice President, Business Development

Jim Wulforst

Executive Vice President, Equity Compensation Services

Stephanie Ceglia

Senior Vice President, Equity Compensation
Services & Operations

GET EQUITY PROGRAM SUPPORT

Are you interested in learning more about the EQ CARES pricing option? Want to see a full Business Intelligence Analytics tool demo? Our team is available to provide more details. Connect with us today!

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