EquatePlus
Manage employee share plans and empower participants with a comprehensive digital platform.
Executive Summary
EquatePlus is Computershare's advanced digital platform designed to streamline the administration of employee share plans for businesses globally. It acts as a comprehensive compensation management solution, empowering companies to effectively manage various equity programs and share success with their workforce. The platform caters to both corporate administrators, offering tools for efficient plan management, reporting, and communication, and individual participants, providing a user-friendly portal and mobile app. For participants, EquatePlus offers a self-service experience where they can access their share plan accounts, update personal details, view their holdings, and execute transactions such as selling shares. The platform emphasizes an enhanced corporate experience, improved communication services, and direct reporting capabilities. A key technical feature is EquateAPI, which facilitates automated data exchange and seamless integration with other systems, including straightforward onboarding for tax providers.
Use Cases
- Efficiently administer and manage various employee share plans, including ESPPs, stock options, and restricted stock units.
- Enable employee participants to self-service their share accounts, view holdings, update details, and execute transactions via a portal or mobile app.
- Automate data exchange between EquatePlus and existing HR, payroll, or tax systems using EquateAPI for seamless integration.
- Generate direct reports and ensure compliance with regulatory requirements for equity compensation plans.
- Manage global employee share plans across different jurisdictions from a unified platform.
Features
Visibility
- Participant Portal: Secure online access for employees to view share plan accounts, update contact details, and manage transactions like selling shares.
- Mobile App: A dedicated mobile application for participants to access and manage their employee share plan accounts on the go.
- Enhanced Corporate Experience: Improved interface and tools for corporate administrators to manage equity plans efficiently.
- Direct Reporting: Capabilities for generating and accessing various reports directly from the platform.
Technical Specifications
- Architecture
- Web-based platform with distinct corporate administration and participant portals, complemented by a mobile application and API capabilities for integration.
- Deployment
- SaaS
- API Available
- Yes
Security & Compliance
Certifications: GDPR Compliant
Pricing
- Model
- Contact sales for custom pricing
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
- Free Trial
- No
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.
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