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Description

EquatePlus is a comprehensive, cloud-based equity management platform designed to streamline employee stock option plans (ESOPs), restricted stock units (RSUs), and other equity-based compensation programs. It connects seamlessly with global ...

Use Cases

Key Features

  • Activity Tracking
  • Financial Management
  • Performance Metrics
  • Portfolio Management
  • Investor Reporting
  • Valuation Management

Made For

Industries

  • Technology
  • Biotechnology
  • Financial Services
  • Healthcare
  • Professional Services

Customer Segments

  • Small Businesses
  • Mid-size Businesses
  • Large Enterprises

Supported Platforms

  • Web
  • Mobile

Pros

  • Real-time data synchronization with brokerage and banking networks
  • Comprehensive support for various equity plan types
  • Robust reporting and analytics capabilities for plan performance monitoring

Cons

  • Potential integration challenges with less common HRIS systems
  • Complexity may require dedicated training for administrators
Year Founded
2008
HQ Location
San Francisco, CA
LinkedIn
51-200 employees
@equatesolutions
2K followers

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Frequently Asked Questions