Pricing built around
your equity program.

One platform for employee equity, built to handle the scale of listed companies. Grants and vesting, year-round exercises, trust operations, share issuance, reporting, and listing-rule controls. Run what you need. Pay for what you run.

Size your program Talk to our team

CONTRACT

Annual

IMPLEMENTATION

3–5 weeks

SUPPORT

Priority

A proposal, not a price list.

Scope

The modules, plans and workflows your program actually uses.

Rollout

A phased plan with named owners and milestones. Live in 3 to 5 weeks.

Support

Your support model, response commitments and named contacts.

Commercials

One annual figure, itemised against the scope above it.

Annual contract. Scope and commercial terms are documented and agreed before sign-off. Nothing in the number arrives later.

One platform. Every module, every contract.

You're never quoted for access, since all six modules are live from day one. What changes between customers is how much of each one they turn on, and that's what we price.

Plan administration

Grants, vesting, lapses, cancellations and participant records, on one register rather than a folder of spreadsheets.

Multiple plansBulk actionsEmployee records

Exercises & issuance

Exercise requests arrive year-round. Online payments, reconciliation and settlement-ready reports, batched into runs rather than chased individually.

Online exercisePayment trackingMaker-checker

Trust management

Trust-level holdings and movements, primary and secondary acquisitions, releases and plan-level records.

Trust ledgerShare trackingApprovals

Compliance & controls

Insider-trading controls, dealing approvals, disclosure records and role-based access, kept current as you transact.

Dealing approvalsTrading windowsAudit logs

Reporting & finance

Cap table, exercise, issuance and finance-ready reports drawn from historical data you can stand behind.

Custom reportsFair value inputsData exports

Employee experience

A clear view of grants, live market value, tax estimates and exercise status, for every participant.

Employee portalLive market valueTax visibility

Size your program. See exactly what we price against.

The quote for a listed company is decided by three questions. When you answer them, the panel fills in with the factors we'd tailor your quote from. It's not a price, just what we'd be pricing.

Participants with live equity

4,000

25025,000+

Equity plans in force

2–4

How shares reach employees

Direct

Trust

Both

CONFIGURED FOR YOU · 6 OF 7

Historical data migration

Maker-checker approval matrix

Multi-plan configuration

Trust ledger & plan records

Dual-route reconciliation

Bulk grant & exercise operations

HRMS & payroll integration

Everything greyed out is in the platform. It's just not scoped for a program shaped like yours.

WHAT YOUR QUOTE IS PRICED AGAINST

PROGRAM SCALE

4,000 participants, two to four plans.

OPERATING MODEL

Employee benefit trust route.

WORKFLOW VOLUME

Exercise open year-round. Up to roughly 2,000 requests a year, if half your participants act, batched into issuance runs.

CONFIGURATION

6 of 7 components, including historical data migration and maker-checker approval matrix.

SERVICE LEVEL

Priority support with a named customer success manager. Live in 3 to 5 weeks.

Our first conversation starts from the context you've already given us, not a blank form.

From exercise to issuance, without losing the trail.

Your exercise route never shuts. Requests arrive all year, and each one has to reconcile with payroll, finance, the trustee, and the depository. This is one issuance run, start to finish.

The volume clears itself

Requests verify against the grant register. Payments reconcile as they land, all year. Nobody tallies a spreadsheet against a bank statement.

One human decision, not four hundred

Maker-checker holds the whole batch until someone with authority signs it off: once, on the record, with the exact figures they approved.

The register is the output

One event moves shares outstanding, the shareholder count, and the report together. There's no second system to update.

EXERCISE · OPEN YEAR-ROUND1,284 PARTICIPANTS

OPENIssuance run · complete

REQUESTS IN THIS RUN842 / 1,284 · 65.6%

✓ Requests verified842 of 842

✓ Payments reconciled624,000 × $25 · $15.6M

Maker-checker✓ APPROVED

Issued · 842

✓ Issuance report generated · 624,000 shares · nobody exported anything

Shares outstanding9,036,500

Shareholders on register3,948

Live in 3–5 weeks. Migration included.

A dedicated implementation team works through your plans, your historical grants and your approval matrix, with your own stakeholders. Where you land in that range depends on data quality and plan count. We check both before setting a date.

Discover

Map your program, stakeholders, controls and success criteria.

Configure

Set up plans, workflows, permissions and reports.

Migrate

Validate historical grants, transactions and participant data.

Launch

Train teams, onboard employees and move into managed support.

Frequently asked questions.

Why doesn't EquityList publish a fixed price?

Because no two listed-company programs look alike. Participant count, plan structure, exercise volume, trust operations, reporting and implementation scope all move the number. The scope builder above shows you exactly which of those we're pricing against, before you talk to anyone.

What is typically included in the annual contract?

The platform, your agreed modules, implementation, administrator training, and the support model in your proposal. Scope and commercial terms are documented before sign-off. Nothing added later.

Can EquityList support an employee benefit trust?

Yes. EquityList supports trust-level holdings and movements, primary and secondary acquisition tracking, plan-level records, releases and maker-checker controls, whichever route you run: trust, direct, or both.

How long does implementation take?

Most programs go live in three to five weeks. Data quality, plan count, workflow configuration and integrations set where you land inside that. A discovery session turns it into a structured plan, with owners and milestones.

Can we start with one module and expand later?

Yes. We can phase your rollout around what's urgent now: start with core administration, add trust, exercise or reporting workflows when you're ready.

We're listed in more than one market. Does that change the scope?

The configuration changes. The platform doesn't. More listings mean more dealing rules, disclosure deadlines and reporting calendars to track. More countries mean more tax treatments and currencies against the same grants. Both get scoped in discovery, both show up in the quote. That's why the number comes from your program, not a tier.

Pricing built aroundyour equity program.