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"The document management system has been especially helpful" 
Jackie Wodek
Tararagon Corporation

Key Features
Experience a Web Demo


 
Jim has been a key member of the human resources team for the last three years. In a period of rapid employee growth and tight labor markets, he knows the amount of investment his company makes in each employee and worries about how to motivate them to remain with the company and help it continue to grow. His company has offered equity compensation in the form of options and restricted stock awards but with the exception of granting new options each year, the company has not kept track of the vesting very well and updates the information infrequently for the employees to see. To make matters worse, the equity plan has been managed through a cumbersome, and often mistake-laden, set of spreadsheets. Jim would like an automated solution to streamline the process, so he can publicize the growth of the employees’ equity holdings. Without a system to remind the employee base of their increasing pool of vested instruments, Jim knows that their value diminishes daily.
 
How Equity Enterprise can help Jim’s success in better attracting and retaining the best and the brightest workforce: 
  • Self-service stakeholder portal which allows employees to watch their equity grow
  • Managing stock, restricted stock, options and warrants in a unified platform
  • Stakeholder statements at the touch of a button including multi-company holdings
  • Integrated document storage and retrieval on a transaction level
  • Build custom vesting schedules – finding the best plan to motivate each employee including time and performance based plans
  • Easy processing of employee terminations, forfeitures, and other dispositions

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