Compliance is now easy as…



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



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



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



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.


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.


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 team includes Big 4 professionals, 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 demo.
And count on Equity Abacus to make corporate governance a snap!