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
Our specialized services in stock plan administration are crafted to address the unique needs of businesses seeking to streamline their equity management processes. Our team of dedicated professionals delivers tailored solutions that ensure regulatory compliance and seamless management of employee stock compensation programs. Trust AEP to handle the complexities of your stock plan administration, allowing you to focus on your core business objectives.
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
Maximize the potential of your equity system with AEP's expert vendor support. Whether you aim to optimize your current equity administration platform or seek to find and implement a new one, AEP is here to help. We specialize in all vendor platforms and will guide you through finding, implementing, and optimizing the platform that best suits your needs.
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
AEP offers a comprehensive suite of services designed to empower businesses across various industries and lifecycles. Our focus on quality, integrity, and client satisfaction ensures that we partner effectively with businesses to navigate challenges, optimize operations, and unlock opportunities for long-term success.
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 offer comprehensive support for mobility adoption, ensuring a seamless experience for your relocating employees.
Seamless Integrations
We integrate your equity systems with HRIS and Payroll for effortless data flow and centralized management.
Plan & Process Design
AEP assists both private and public companies in their stock plan administration by providing expert guidance and comprehensive solutions. From the initial design and implementation of your equity plans to ongoing management and compliance, AEP has you covered.
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.