Computershare Employee Plans
Global employee equity solutions for attracting, retaining, and engaging talent.
Executive Summary
Computershare Employee Plans offers comprehensive solutions for companies to manage their employee share plans, including ESPPs and other equity compensation programs, across multiple countries. The platform, featuring tools like EquatePlus, EquatePyramid, and EquateFalcon, helps businesses attract, retain, and engage employees by providing intuitive access to ownership stakes and simplifying administrative tasks. It targets companies of all sizes seeking effective, compliant, and globally supported employee equity plan administration.
Use Cases
- Administering global employee stock purchase plans (ESPPs) and other equity compensation programs.
- Attracting, retaining, and motivating employees through effective equity offerings.
- Ensuring compliance with diverse global and country-specific regulatory requirements for equity plans.
- Providing employees with intuitive online access to manage their shareholdings and transactions.
- Generating comprehensive financial and tax reports related to employee equity.
- Facilitating automated data exchange between equity plan administration and other corporate systems.
Features
Visibility
- Employee Share Plan Portals: Secure online portals (EquatePlus, InvestorServe) for employees to view and manage their shareholdings, transactions, and personal information.
- Real-time Reporting for Administrators: ClientOnline portal provides administrators with instant access to real-time data, register snapshots, and key alerts.
- Detailed Transaction Activity: Statements include chronological transaction activity, rolling balances, and cost basis information for shares.
- Year-to-Date Plan Summaries: Comprehensive summaries of all employee plan activity up to the statement date, including total dollars for transactions.
Intelligence
- Automated Grant Engine (EquateFalcon): Automates the process of granting equity, reducing manual effort and potential errors.
- Automated Data Exchange (EquateAPI): Enables seamless and efficient integration with other HR and financial systems for data transfer.
- Regulatory Change Analysis: Provides insights and analysis on regulatory changes to ensure ongoing compliance and strategic planning.
- Share Ownership Analysis: Offers market intelligence and analysis of share ownership to inform corporate strategy.
Support
- Online Self-Service Portals: Employees can access FAQs, download forms, and manage their contributions through dedicated online portals.
- Dedicated Client Relations and Support Teams: Access to experienced client relations teams and participant service representatives for assistance.
- Global and Local Expertise: Over 1,000 equity experts across major markets provide local knowledge and global support.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- User ID/password, two-factor authentication (EquateAccess), authorization codes, personal challenge questions.
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
AI/ML Stack
- AI-powered document processing for identifying and classifying documents
- AI for automating workflows and transaction routing
- AI tools for streamlining internal processes (finance, people management, writing assistance, meeting minutes)
- AI-powered service support in call centers for quick answer retrieval
Integrations
- Workday
- SAP
- Oracle
Security & Compliance
Certifications: GDPR
Encryption: Data stored in secure electronic databases with technical, procedural, and physical security measures.
Data Residency:
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Custom enterprise
- Free Trial
- No (credit card required)
About Computershare
Computershare is a global B2B software and financial services company specializing in transfer agency and share registration, employee equity plans, proxy solicitation, and stakeholder communications. They provide solutions for high-integrity data management, high-volume transaction processing, reconciliations, payments, and corporate governance for public and private companies worldwide.