Partner with EQ Share Plans

Grow With EQ Share Plans
Unlock value for you – and your clients – by partnering with EQ.
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The EQ Difference

As a trusted advisor for equity awards and shareholder services, EQ understands how important your clients are to you - and how important their employees are to them - because we feel the same about ours.

We’re an independent provider of stock plan services and do not solicit employees to accumulate wealth management assets.

EQ is here to help your clients simplify equity compensation plan complexities with expert skill and dedication.

Expand your share plan offering

Why partner with EQ?
With EQ Share Plans, you can expand your offering in the stock plan space without the time and expense of starting from scratch. Leveraging our robust infrastructure, we will work with you to construct an engagement model that meets your needs.

Our flexible partner approach encompasses:

Referral model to white label strategies
Integration with APIs and single sign on access
Sales support and SME engagement
Dedicated partner support team
Expert client and onboarding teams

Partnerships For

We collaborate with a wide range of brokers and plan structures to meet the unique needs of each client. Our flexible approach ensures seamless alignment with your existing partnerships and operational models.

EquiTrax™: Reliable share plans infrastructure

Whether your clients are private or public, our solution, EquiTrax™, meets their plan needs. Public companies enjoy our full-service administration offering, featuring a robust interactive dashboard for employees and plan sponsors. Private companies benefit from a self-service platform that delivers a comprehensive cap table and equity management solution.

When you partner with us, you can be confident that we are uniquely focused on delivering exceptional administration for clients and their employees.

Leverage Our Solutions to Expand Yours

Flexible by Design

Our industry-leading software platforms were designed from the ground up to eliminate complexities and streamline the day-to-day execution of transactions. Interactive dashboards and real-time reporting tools bring a new level of strategic insight to financial reporting.

When combined with our Transfer Agent services, we create efficiency that puts more time back in your control.