EquiTrax™: Elevating Employee Compensation Strategies | EQ

As your Transfer Agent and Equity Plan Solutions Provider, we work to bring your employee plan program to life through EquiTrax™. Powered by sharp reporting tools, actionable insights and an expert support team, our integrated compensation solution gives you the information you need to make impactful business decisions. Get started and explore our many enhancements and benefits.

 EquiTrax™ at a glance

Ownership Expertise

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

Expert Teams

to help you navigate complexities and enhance employee engagement.

Dedicated Relationship Manager

to understand your objectives and tailor solutions according to your business goals.

Trusted Equity Plan Solutions Experts

to understand organizational goals, industry dynamics and other relevant factors.

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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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.


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:

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.

Want to hear more? Get in touch today.

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