Equity Plan Administration Outsourcing

August 17, 2016 |


Do you require a full or partial equity plan administration outsourcing solution that combines stock plan expertize with daily plan administration, operational processing and participant management?

Would expert assistance help you to improve the overall performance of your company’s equity plan?

Simplify your equity plan administration by outsourcing to Global Shares. Our team of equity compensation professionals can offer you expert advice and ensure that you achieve your goals.

Together we can design the right solution for you.

Global Shares is a global provider of highly innovative software for equity plan management outsourcing itilize cloud-based technology, designed for flexibility and simplicity of use, to optimize your equity plan management. You’ll benefit from the fastest set up, most cost effective running costs and the knowledge that all your needs are catered for by our system. The system offers you a comprehensive range of equity administration services and financial reporting. as well as expert support services and integrated financial reporting tools for corporate clients and their employees worldwide.

Our clients attribute our success over the past 10 years to our refreshing customer-centric approach, the ease-of-use and cost effectiveness of our fully-customizable products and the support they get from our sharp-minded team of experienced Equity Experts.


What is Equity Plan Management Outsourcing?

You benefit from the fastest set up and most cost effective running costs thanks to our cloud-based technology, which is developed & managed 100% in-house. It is designed for flexibility and simplicity of use. All your Equity Plan Administration Outsourcing requirements are catered for by our online system, offering you a comprehensive range of dynamic equity administration services and exceptional financial reporting tools to transform your Equity Plan Administration.
Our clients attribute our success over the past 10 years to our refreshing customer-centric approach, the ease-of-use and cost effectiveness of our fully-customizable products.

You can quickly avail of a wide range of equity award types including Approved/Unapproved Options, Executive Stock Options, ISOs, CSARs, ESPPs, LTIPs SSARs, RSUs, RSAs, PSUs, NQSOs, including Performance & Phantom shares, Cash-based, warrants and many other custom award types.


How can we help with your Equity Plan Management?


Employee Equity Awards

You can outsource a wide range of equity award types such as NQSOs, ISOs, PSS, CSARs, SSARs, RSUs, RSAs, PSUs, Executive Stock Options, Performance & Phantom shares, Cash-based, Warrants and a wide range of other custom award types.

Employee Plan Types

A wide range of plan types can be administered including Employee Stock Purchase Plans (ESPPs), LTIPs, JSOPs, Approved and Unapproved purchase plans and other custom plan types.


Your day-to-day administration of share plan transactions is simplified through the automation of restricted stock vesting, terminations, exercises, expirations etc.

Roles Management

You can simplify the organization of your team and their task assignment with our role administration feature types including administrators, read only users, reports only, HR reporting only, financial reporting etc.

Data Management

Your plan can be easily set up using our flexible data import tools and you can export information to all the regular management reporting tools in multiple formats. Read more at our Data Transformation blog!

Statements and Reporting

You can easily and quickly generate the reports you need from our comprehensive range of equity-specific statements and financial reports.

Equity Events

You can simplify administration of your equity and trading events such as stock splits or re-pricing, auto-restrict when stock can be traded, manage windows etc.

Complete integration

You benefit from a fast, complete, integrated, cloud-based solution between your HR and payroll departments as well as third party service providers.


How can Global Shares help you with your Share Plan Administration?

Profit from Global Shares’ coverage, partner network and experience working with a diverse range of clients and plans across the US and globally.

All companies have different requirements for their employee equity incentive plans. Our track record and expertise ensure you have all the elements for success covered:

  • Precision
  • Comprehensiveness
  • Security
  • Efficiency


What are the Benefits of Global Shares’ Equity Plan Administration Outsourcing?

  • Significantly save on time and money in terms of resource & administrative efficiencies as the technology and experts do the work for you. It is quick and easy to implement so you can concentrate on your core business
  • Access to expertize through your assigned Share Plan Analyst & Implementation Manager, who will always be at hand to answer your every question
  • Empowers your employees with easy-to-follow, accessible tools to view and interact with their equity plan online via a company branded participant portal, available in multi-language & multi-currency
  • Reduces your workload thanks to the automation of key administrative tasks – downloadable statements, grant acceptance, selling shares, tax elections, exercise options, transaction history, task notification, voting, modelling calculators & much more
  • Security is enhanced by reducing paper trails and the choice of a variety of login authentication options
  • Eliminates risk of lost knowledge when a member of your administrative team moves on and a new staff member has to learn everything from scratch
  • Automated and ad hoc reports are available at the click of a button, giving you an up-to-the-minute overview of all activity associated with your equity plan, off-loading manual, time consuming processes
  • Compliance is assured thanks to automated solutions, which insure accuracy, integrity of data, and reduce legal risk
  • Flexibility to withhold control by partially outsourcing. Some companies require only partial Equity Plan Administration Outsourcing, which is a great option for smaller companies, or those who require support with only certain aspects of their administration


Request a free demo

Global Shares provide Equity Plan Management for companies all over the world. Request a free demo to find out more about our other products and services. Transform your Stock Plan Administration with our industry-leading technology. Let us show you how with a quick demo of our Software.

Request a Demo


Read more about equity plan management here







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