Equity management vendor support services
We help you pick an equity management platform, stand it up, move your data onto it, and connect it to the systems around it.
Expert vendor support for every stage
An equity platform is only as good as its configuration. Most companies implement one once, with a team that has never done it before, and live with those decisions for years.
Whether you're selecting a new vendor, implementing a platform, migrating from a legacy system, or looking to optimize your current setup, AEP provides the specialized knowledge and hands-on support you need. Our team has implemented and provides ongoing stock plan administration across all major platforms, so we know which configurations hold up once real transaction volume arrives.
We take no commission from any vendor. That means we can tell you when the platform you have is fine and the problem is the configuration, which is often the case.
Our vendor support services
System implementation
We plan the implementation, coordinate with the vendor, and keep decisions and deadlines moving. Before launch, we confirm that the new platform supports the workflows your team depends on.
Data management & integration
We convert data from spreadsheets or legacy systems, audit it against the source, and connect the new platform with HRIS, payroll, and other systems. Reconciliation and documented review points protect the data throughout the move.
RFP guidance & system selection
We help define requirements, prepare the RFP, evaluate demonstrations, compare vendors, and support contract discussions. Because we work across platforms, we can assess each option against the way your program actually operates.
Functionality testing
Before go-live, we test grant processing, vesting schedules, tax calculations, reporting, and integrations. Detailed test cases make failures visible while there is still time to correct them.
Platforms we support
Our team has hands-on experience with all major equity management platforms. We stay current with platform updates, new features, and industry best practices.
E*TRADE Equity Edge Online (Morgan Stanley at Work)
Morgan Stanley Shareworks
Fidelity Stock Plan Services (PSW)
Schwab Equiview
Carta
Computershare (EquatePlus)
Certent Equity Management
Global Shares
...and many other equity management platforms
Platform-specific support
Need help with a specific equity platform? Our administrators work in these systems every day. These are a few of the platforms we support most often. The work depends on your configuration, data, and team.
Carta administration support
From initial implementation to day-to-day Carta equity administration, we configure your cap table, automate grant and vesting workflows, run 409A and ASC 718 reporting, and clear the issues that block your team. We work with companies moving onto Carta and with companies already on it.
Shareworks administration support
We support Shareworks implementation, data migration, participant management, reporting, and ongoing administration. We can also review the current setup and introduce platform features that replace manual work.
Fidelity Stock Plan Services support
We support Fidelity Stock Plan Services (PSW) from onboarding and data conversion through grant processing, reconciliation, and reporting.
Equity Edge Online support
We support Equity Edge Online (EEO) implementation, configuration, transaction processing, tax reporting, and integrations, and we replace the manual steps E*TRADE and Morgan Stanley at Work clients often work around.
Why partner with AEP for vendor support
Maximize platform value
Many companies use only the basic features of their equity platform. We review the configuration, identify useful features that are not in use, and automate work the system can already handle.
Reduce implementation risk
Implementations slip when requirements, ownership, or testing are unclear. We make those decisions explicit, track open items, and test critical workflows before the launch date.
Vendor-agnostic expertise
Our consultants work across major equity platforms. That experience helps us compare vendors and recommend configurations based on your requirements instead of one system’s default approach.
Data migration
We map, convert, validate, and reconcile migrated data against the source system. The project retains the review history and supporting documentation needed for later audits.
Our implementation approach
1. Discovery & planning
We document your requirements, your current state, and what has to be true at go-live, before anyone touches a system.
2. Design & configuration
We design the configuration, data structure, and workflows with your team, then get each decision written down and signed off before the build starts.
3. Data migration & testing
We migrate the data through several validation checkpoints and reconcile it against the source system. Nothing goes into production use until the functionality has been tested.
4. Training & go-live
We train administrators and end users, write the documentation they will refer back to, and staff the go-live itself.
5. Optimization & support
After go-live we stay available to turn on features you deferred, adjust configurations, and work through what the first few cycles surface.
Frequently asked questions
Common questions about our Vendor Support services