Not sure if you should outsource your equity plans? Check out Is It Time to Change How You Manage Your Equity Plans? Learn More
Managing your equity plans in-house? Spending too much time on administrative tasks? Worried you're missing things with too many manual processes?
You've come to the right place!
For more than 40 years, Computershare has provided full-service administration for equity plans of all sizes and complexity. Our solution is designed to make the task of managing your plans efficient and easy.
Computershare's full-service solution for managing your equity plans allows you to:
Gain efficiencies
Hand off those labor-intensive tasks to us so you can focus on driving your company's financial success.
Forecast the future
Fully integrated financial reporting tool lets you easily expense plans today and forecast for the future.
Cut unnecessary risk
Equity experts + automated processes = assured compliance with all tax laws and regulations.
Still not sure if you should outsource your equity plans administration?
Check out Five Improvements from Outsourcing Your Equity Plans Administration.
The administration side of things
The great thing about outsourcing your plans is you no longer have to do all the work yourself. In fact, you'll have a team of equity plan professionals at your fingertips to manage every part of your plans:
Your relationship manager is your primary contact, the one who owns the success of your plans
Your account manager handles the day-to-day tasks, including administrative reporting
Your financial reporting specialist helps with expense reports
Your client operations manager ensures all transactions are properly managed
Your communications specialist helps you educate participants on the awards they receive
With this team at your disposal, you'll be able to hand off most administrative tasks for your plans. You'll also have experts who ensure all deadlines are met, all forms are submitted, and all regulations are covered to avoid unnecessary penalties as well as damage to your company's reputation.
Fully integrated financial reporting improves efficiency and accuracy
Understanding how to properly expense equity plans in critical. Being able to forecast future expenses is vital. That’s why you’ll also have access to our financial reporting solution, fully integrated into our administration system so data in the reports is up-to-date and accurate.
- US GAPP and IFRS compliant
- Full audit trail
- Multi-securities and multi-currency support
- Wide selection of standard reports
- Reporting wizard for customizing reports
- Powerful access rights management
The participant side of things
Participants fully manage their equity plans through our website, from grant acknowledge to tax elections, to vesting, holding and sales. They'll have tools to model the current and future value of their awards, as well as educational resources to help them understand the plans offered to them. Support for participants is available online through live chat and through our call center and IVR system.
Extra support for executives
Senior-level executives whose transactions are governed by regulations such as Section 16 and Rule 144 have the support of our executive services group. This team of FINRA-licensed certified equity professionals assist with transactions and form filings.
If you think outsourcing your equity plans administration is right for you, we'd love to give you a full demo of our solution. Fill out the form below to talk with one our solution experts.