Our Services
From plan setup and compliance to ongoing management, we ensure your stock plans run smoothly. Need temporary support? We offer flexible staffing solutions. Expanding your horizons? Our expertise covers Mergers & Acquisitions, IPOs, SPACs, and Corporate Actions. Let us design automation solutions to streamline your processes and fuel strategic growth.
Equity Plan Administration
We handle the recurring work behind your stock plan, including grants, releases, reporting, compliance, and employee support. AEP can run the full program or work alongside your internal team on selected responsibilities.
Comprehensive Equity Management
We handle everything from grant lifecycle administration to collaborating with internal teams (Payroll, HR, Accounting, Legal & Treasury) to ensure smooth execution.
Employee Education & Onboarding
We provide educational resources for employees and support a positive experience throughout their equity journey.
Outsourced Administration & Scalable Support
We take ownership of your entire equity plan, offering ongoing administration and flexible staffing solutions to adapt to your workload.
Seasonal & Temporary Support
Need additional support during peak times? We offer temporary staffing solutions to seamlessly manage your equity plan.
Vendor Support
We help companies choose, implement, migrate, test, and improve equity administration platforms. Because we work across major vendors, we can focus on the system and configuration that fit your requirements.
Streamlined System Implementation
We expedite system setup, ensuring a smooth transition and rapid functionality.
Data Management & Integration
We handle data conversion, audit, and integration with 3rd party systems for accurate and unified information.
RFP Guidance & System Selection
We provide expert guidance throughout the RFP process to help you select the optimal equity management system.
Comprehensive Functionality Testing
We ensure your chosen system functions flawlessly through thorough incorporation and testing.
Advanced Project Support
IPOs, acquisitions, corporate actions, and global expansion can create a sharp increase in equity work. We provide experienced project support for the analysis, coordination, testing, and communication required to get through those events.
Strategic Transactions & Equity Events
We guide you through Mergers & Acquisitions, IPOs, SPACs, and other equity events to ensure a smooth process.
Equity Plan Modifications & Automation
We assist with plan modifications and design automation solutions to streamline your workflow and improve efficiency.
Global Workforce Mobility Support
We help track mobile employees and grants, coordinate with tax advisors, and explain how a move affects each participant’s awards.
Seamless Integrations
We integrate your equity systems with HRIS and Payroll for effortless data flow and centralized management.
Plan & Process Design
We review how an equity program operates, document the gaps, and design processes the team can maintain. Our consultants also train administrators and help put practical controls in place.
Streamlined & Optimized Equity Management
We review, enhance, and document your program for peak efficiency, incorporating best practices to minimize risk.
Expert Administrator Training & Support
We equip your team with the knowledge and skills they need through comprehensive administrator system and process training.
Data-Driven Decision Making
We provide ongoing industry trend analysis to inform your Long-Term Incentive (LTI) plan decisions and keep you ahead of the curve.
Risk Mitigation Through Best Practices
We incorporate industry best practices into your equity program to minimize risk and ensure compliance.