Share ownership guidelines are complex.
Tracking them shouldn’t be.

Multiple data sources. Limited holdings visibility. Complicated plan calculations.
Share ownership guidelines present difficult challenges to those entrusted with administering them. Our secure cloud-based software provides an efficient, accurate, and automated system to help companies track and communicate compliance with their share ownership guidelines and retention requirements.

“Because well-managed and well-governed businesses are the engine of our economy, good corporate governance must be more than just a catch phrase or fad. It’s an imperative – especially when it comes to our publicly owned companies.”

Commonsense Principles of Corporate Governance: Open Letter from leading executives including Warren Buffett (Berkshire Hathaway), Jamie Dimon (JPMorgan), Bill McNabb (Vanguard), Larry Fink (BlackRock), and Jeff Immelt (General Electric)

Turn manual compliance into automated convenience.

| INTUITIVE DASHBOARD EXPERIENCE
| POWERFUL INTERACTIVE TOOLS
| CUSTOMIZED OWNERSHIP REPORTS

Manage your entire share ownership guideline tracking, measurement, and communication process in one efficient platform.


Turn static spreadsheets into real-world results.

| FLEXIBLE DATA IMPORTS
| REAL-TIME COMPLIANCE ASSESSMENT
| PARTICIPANT OWNERSHIP SURVEYS

Improve the path to compliance with our self-reporting portal for participants and administrator workflow management system.


Turn educated guesses into focused forecasts.

| COMPLEX PLAN CALCULATIONS
| DECISION-BASED MODELING
| INDUSTRY LEADING DATA SECURITY

Remove the risk of compliance-determination errors with a next-generation SaaS solution designed by corporate governance experts.

Compliance is now as easy as…

01


Aggregate

Import participant shareholdings from multiple accounts into a single database of record.

02


Calculate

Measure compliance based on plan-defined share prices and ownership requirements.

03


Anticipate

Model alternative scenarios utilizing a custom share price or modified share quantities.

04


Validate

Survey participants to verify shareholdings prior to final compliance certification.

Get everything you need to stay on track.

Admin Dashboard

Customize plan details, survey participants, measure plan-level compliance, and generate reports.

Participant Dashboard

Empower participants to manage shareholdings, model scenarios, and monitor ongoing compliance.

Portfolio

Import, edit, and verify participant shareholdings across multiple ownership accounts.

Compliance Status

Measure compliance progress in real time using current share price and updated holdings.

Plan Details

Define plan structure, including share ownership requirements and compliance calculation formula.

Compliance History

Deliver annual compliance reports for each participant and indicate non-compliant period penalties.

Task List

Communicate measurement milestones to help participants manage their path to compliance.

Resources

Provide digital access to plan guidelines, governance policy updates, and corporate communications.

Designed by compliance experts.
Backed by world-class technology.

Decades of expertise

Our design and development team includes Big 4 professionals, corporate governance experts, and top tech developers specializing in equity administration and compensation management.

AWS cloud provider

Our applications are hosted in the AWS cloud environment which holds certifications for ISO 27001, NIST, SOC-2, HIPPA, and many other security standards.

Full data encryption

Your data is physically secured in data centers with state-of-the-art access controls. All data is encrypted in motion using TLS 1.2 and, when at rest, using AES 256.

Continuous monitoring

Trend Micro Deep Security service provides continuous intrusion detection, anti-virus protection, integrity monitoring, and log monitoring.

Let’s take it for a spin.

We’d love to show you all the great things our software can do. Contact us to schedule your personalized demo. And count on equityabacus to make corporate governance a snap!