Core
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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.
Annual contract. Scope and commercial terms are documented and agreed before sign-off. Nothing in the number arrives later.
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.
Grants, vesting, lapses, cancellations and participant records, on one register rather than a folder of spreadsheets.
Exercise requests arrive year-round. Online payments, reconciliation and settlement-ready reports, batched into runs rather than chased individually.
Trust-level holdings and movements, primary and secondary acquisitions, releases and plan-level records.
Insider-trading controls, dealing approvals, disclosure records and role-based access, kept current as you transact.
Cap table, exercise, issuance and finance-ready reports drawn from historical data you can stand behind.
A clear view of grants, live market value, tax estimates and exercise status, for every participant.
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.
Everything greyed out is in the platform and simply isn’t scoped for a program shaped like yours.
Our first conversation starts from the context you've already given us, not a blank form.
Your exercise route never shuts. Requests arrive all year, and every one of them has to reconcile — with payroll, with finance, with the trustee and with the depository. This is one issuance run, start to finish.
Requests verify against the grant register and payments reconcile as they land, all year, without anyone tallying a spreadsheet against a bank statement.
Maker-checker holds the whole batch until someone with authority signs it off — once, on the record, with the figures they approved attached to it.
The run moves shares outstanding and the shareholder count in the same event that generates the report. There is no second system to update afterwards.
A dedicated implementation team works through your plans, your historical grants and your approval matrix with your own stakeholders. Where you land inside that range depends on data quality and plan count — both of which we assess before anyone commits to a date.
Map your program, stakeholders, controls and success criteria.
Set up plans, workflows, permissions and reports.
Validate historical grants, transactions and participant data.
Train teams, onboard employees and move into managed support.
Listed-company equity programs vary materially by participant count, plan structure, exercise volume, trust operations, reporting requirements and implementation scope. A tailored quote keeps pricing aligned to what you actually need — and the scope builder above shows you exactly which of those we are pricing against before you talk to anyone.
The platform, agreed modules, implementation, administrator training and the support model defined in your proposal. Your final scope and commercial terms are documented clearly before sign-off.
Yes. EquityList supports trust-level holdings and movements, primary and secondary acquisition tracking, plan-level records, releases and maker-checker controls — whether you run the trust route, the direct route, or both alongside each other.
Most programs go live in three to five weeks. Where you land inside that depends on historical data quality, the number of plans, workflow configuration and integrations. After a discovery session, the team provides a structured implementation plan with owners and milestones.
Your rollout can be phased around immediate priorities. The team can scope a path that starts with core administration and adds trust, exercise or reporting workflows as required.
It changes the configuration rather than the platform. Multiple listings mean more than one set of dealing rules, disclosure deadlines and reporting calendars to keep current, and participants in several countries mean several tax treatments and currencies against the same grants. Both are scoped in discovery and both show up in the quote.
Tell us how your plans work today. We’ll show you the platform, recommend a rollout and prepare a clear proposal.
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