EquiTrax™- Integrated Equity Compensation Administration Solution | EQ

Bring your employee equity plans to life with EquiTrax™, EQ’s enhanced equity compensation platform. EquiTrax delivers timely, accurate data that provides actionable insights, empowering you to make impactful decisions to drive your business forward. Get started today and discover the benefits of EquiTrax.

EquiTrax™ at a glance

Insightful Data

Get the most out of your equity compensation program with data-driven analytics that ensure you always have access to relevant, timely information. EquiTrax™ is designed to maximize impact by:

• Acting as an extension of your client service team
• Providing you with the insights needed to make impactful decisions

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Insightful Data Img

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Contact us today to see how we can support your equity plans.

Business Inquiries Plan Participants

CASE STUDY

Providing a Robust Onboarding Strategy Resulting in Migration Success in Record Time

Highlights:

  • EQ's Relationship Management teams in Transfer Agent and Equity Plan Solutions collectively worked together to resolve client’s immediate need for a new equity plan platform within their tight timeframe.
  • EQ’s onboarding team efficiently migrated the client’s data onto the EQ platform in record time.
  • To minimize impact or interruptions to client’s executive team, our Executive Service team was able to manage and trade several shares for key participants of this client until they were live on the EQ platform.
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Providing A Robust Onboarding Strategy Resulting In Migration Success In Record Time

Ownership Expertise

Reach employee ownership objectives as well as navigate regulatory and reporting hurdles with our extensive support structure.

Flexible

EquiTrax is flexible by design, giving you the ability to white label the website interface with your company’s own look and feel.

Intuitive Dashboard

EquiTrax’s intuitive dashboard was built to enhance the user experience and streamline the execution of transactions.

Dedicated Team of Experts

Our equity compensation experts average 20 years of industry experience and are dedicated to helping you achieve your business goals.

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We Put You First. Always.

Whatever your need or business stage, we’ve got you. We follow a collaborative, proactive approach to help you generate ROI. Since we’re always in sync with your needs, we can deliver in a qualitative manner, right down to the smallest detail. Our technology and our expert teams are here to provide:

Tailored Solutions For Unique Goals

For us, it’s all about your brand, your requirements and your company culture. We work to ensure our solutions and support structure is built around what you need.

Company Focused Support

We’re always by your side to help you meet your organizational and employee ownership goals.

Client Focused Support

We provide dedicated support to your clients and never solicit your client’s employees for extraneous services.

Creative Thinking Customizable Solutioning

Approaching everything with a problem-solving attitude and a unique perspective allows us to tailor innovative solutions. Plus, we work directly with you to design solutions that fit your organizational culture, your ROI objectives and your employee engagement goals.

Get In Touch

Contact us today to see how we can support your equity plans.

Business Inquiries Plan Participants
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