Equity Management Platforms

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Curious who everyone uses for their equity management provider and what your experiences have been?


My company (~1500 employees globally) is looking at a few of the bigger name vendors right now.

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Hi Chris,


I primarily use E*TRADE's Equity Edge Online, Schwab EquiView and Certent (formerly EASi). I have some colleagues who use Fidelity PSW, UBS, Merrill Lynch/Bank of America, Solium suite of products (Shareworks, Express Options, CapMx, etc). It all depends on what you're looking for, what kind of equity plans you have and whether the provider can deliver and meet your needs and the needs of your equity participants.


If you need help with any of that, don't hesitate to reach out. You can reach me via email at bstorey@sos-team.com or call directly at 408-385-8781. I primarily handle the accounting and financial reporting matters but I can put you in touch with my Sales Leader if you'd like to hear more. Here's a little video on what me and my team of equity comp experts do. https://youtu.be/_3KWEborEbA


Good luck,


Bill Storey, CPA


Manager, Outsourcing Services


Stock & Option Solutions 


http://sos-team.com


 


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