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EPS Spotlight 900X330

A Spotlight on EQ’s Equity Plan Solutions (EPS)

Tuesday, October 3, 2023

At EQ, our team of Equity Plan Solutions experts supports the successful management of your ownership by taking a data-driven and collaborative approach to the administration of your corporate equity plans.

Leading the industry with a robust suite of integrated plan sponsor and participant advantages, EQ Equity Plan Solutions is an ideal strategic partner for employee equity plans that help motivate, align, and incent employees. Through our capability to administer a broad array of equity products, the regular adoption of new products, and a technology-forward approach, we’re able to stay ahead of the changing landscape of equity plan services to provide the customized solutions your business requires.

Capabilities

Recordkeeping of Stock Options, Restricted Stock & Performance Awards and Employee Stock Purchase Plans

We’ll help you incent and reward your employees through flawless execution of employee stock option and restricted stock plans. Our solutions strengthen workplace loyalty by supporting clients’ and their employees’ ability to purchase company stock through a payroll deduction service. Almost all employee transactional needs can be met via web self-service with a real-time connection to the markets, or via our expert full-service call center.

This core functionality is complimented by a suite of services that are vital to a successful program:

  • Administrative Reporting – Simplifies the equity compensation process for HR and plan administrators as well as compliance-related tasks for financial professionals through our in-depth reporting services. We provide useful on-demand information required by management and BOD for decision-making.
  • SEC-mandated Financial Reporting for Public Companies – Meets companies needs for quarterly expense reporting, as well as provides valuations and is one of the strongest offerings in the industry.
  • Executive Services – A specialized group of advisors that solely helps companies address the unique needs of its senior executives and officers with a full suite of flexible solutions (including 10b5-1 plans), while providing white-glove service to ensure satisfaction of your key executive population.
  • Private Company Services – EQ’s Astrella software is your trusted provider of real-time, cloud-based, self-service management of private company shareholder and employee stock data plan data. Our innovative platform leverages the latest technology, including artificial intelligence and private blockchain technology to ensure complete transparency and control of ownership records.

What sets EQ apart?

All our Equity Plan Solutions services are performed in a broker agnostic manner, without forcing your employees into an individual brokerage relationship and any related unwanted solicitation.

Depth of Experience – Our relationship, client service, onboarding and executive services teams all average over 20 years of experience, giving you comfort that we can handle any complexities that a plan can encounter.

Solutions-focused – Our depth of experience allows us to guide our clients to “best practices” we’ve employed and avoid paths that add to risk or potential employee dissatisfaction.

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