Executing a successful equity platform conversion is a significant undertaking requiring skillful planning, technical experience, and dedicated time. For many stock administration teams, it’s a project that severely overburdens their time and capabilities which can compromise conversion timelines, impact data integrity, increase associated costs, and jeopardize the targeted go-live date.

Whether you’re in the middle of a conversion or still in the consideration phase, positioning your team to meet deadlines, deliver quality data, and make future-focused decisions can make your conversion a manageable, program-building event that meets your business’s goals and employees’ needs.

Improve your equity platform conversion experience and results with the guidance and support of our equity professionals. 

Provide Support for Your Team

Moving your equity program to a new platform involves a lot of moving pieces. Leveraging our professionals brings numerous benefits to your conversion project that contribute to a smooth and effective experience.

• Reduce Stress on Your Team. Enable your stock administration team to facilitate a successful conversion while still meeting day-to-day responsibilities by augmenting its capacity with knowledgeable equity professionals.
• Gain Vendor Agnostic Advocates. Gain insights and guidance from professionals who focus on and advocate for your needs and goals during the conversion process regardless of the vendors involved.
• Meet Deliverables Timelines. Keep your conversion on time and on budget with support collecting and reviewing requirements needed to maintain progress, including data reconciliations, report translation, data quality checks, and more.
• Improve Data Quality. Move quality data into your new equity platform with manageable processes that verify existing data and translate it accurately to the new system as well as address and remedy issues.
• Access Extensive Knowledge Base. Expedite decision-making and establish a solid platform infrastructure that meets your business’s needs and goals with experienced equity and technology professionals on your team.  

How the Process Works

Although each project is unique, our professionals can provide support throughout your conversion:

• Discovery. Meet with stakeholders and stock administration team to determine project parameters, define clear expectations, and establish responsibilities.
• Establish Project Timeline. Based on discovery results, a realistic timeline is created that establishes deadlines for deliverables and reviews.
• Data Transfer. Help you and your team gather requirements, provide audits and reconcile data, check data quality, confirm your reporting needs are met from the new system, and interact with vendors to keep the project progressing.
• Testing. Align vendor recommended testing and system configurations with your program’s needs and goals with input from our equity professionals.
• Go-live and beyond. Ongoing guidance and support is available while your team brings the new platform online and brings your equity program forward.

Extensive Equity and Technology Experience

Deeply immersed in more than 30 industries, our equity professionals, many of whom are Certified Equity Professionals (CEP), provide solutions specific to the nuances, challenges, and operations of the sector in which you work.

We support a range of equity-based companies, including multiple Fortune 100 businesses, some with millions of equity compensation plan participants. Our work in this area has garnered seven GEO Awards, a prestigious annual award recognizing excellence in designing, implementing, and managing share ownership structures.

Our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas including finance, tax, and audit concerns, IPO solutions, transaction consulting, and more.