EquateInsights
Powerful, insightful reporting for employee share plans, offering 24/7 data access.
Executive Summary
EquateInsights is Computershare's powerful and insightful reporting solution designed for employee share plans. It provides 24/7 access to an extensive user library, offering comprehensive insights into all data throughout every stage of the share plan lifecycle. This enables organizations to achieve effective and efficient reporting for their employee equity programs. As the new plan reporting solution for EquatePlus, EquateInsights is being progressively rolled out with expanding features and plan coverage. It supports various plan types, including UK Save As You Earn (SAYE) plans, and integrates with the broader EquatePlus platform to streamline employee equity management.
Use Cases
- Generate detailed and insightful reports on all aspects of employee share plans, from grant to exercise.
- Gain a complete understanding of share plan data at every stage of the employee equity lifecycle.
- Monitor and manage various employee equity plans (e.g., ESPP, stock options, SAYE) to ensure compliance and good governance.
- Utilize API capabilities (via EquateAPI, part of EquatePlus) to automate data exchange between EquateInsights and other internal systems, improving efficiency.
Features
Visibility
- 24/7 Data Access: Provides round-the-clock access to an extensive user library for all share plan data.
- Comprehensive Reporting: Offers powerful and insightful reporting capabilities for effective and efficient share plan management.
- Lifecycle Insights: Delivers insights into all data at every stage of the share plan lifecycle.
Intelligence
- Share Plan Lifecycle Insights: Delivers comprehensive insights into all data at every stage of the employee share plan lifecycle.
- Advanced Reporting Analytics: Offers powerful and flexible reporting capabilities for effective and efficient share plan management.
Technical Specifications
- Architecture
- Cloud-based, API-driven architecture
- Deployment
- SaaS
- Authentication
- MFA
- API Available
- Yes
Security & Compliance
Certifications: GDPR
Pricing
- Model
- Quote-based / Custom pricing
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
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.
Alternatives to EquateInsights
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