Equity Management Vendor Support Services
Maximize the value of your equity management platform. From vendor selection and implementation to optimization and integration, we ensure your technology investment delivers results.
Expert Vendor Support for Every Stage
Your equity management platform is a critical piece of technology infrastructure. When properly implemented and optimized, it streamlines operations, reduces risk, and provides valuable insights. But getting there requires expertise that most companies don't have in-house.
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 administered equity systems across all major platforms, giving us unique insight into what works, what doesn't, and how to avoid common pitfalls.
We take a vendor-agnostic approach, focused solely on your success rather than platform sales or vendor relationships. This objectivity, combined with our deep technical expertise and practical implementation experience, helps you make smart decisions and achieve better outcomes from your equity technology investments.
Our Vendor Support Services
Streamlined System Implementation
Navigate the complexities of equity system implementation with confidence. We expedite the setup process, manage project timelines, coordinate with vendors, and ensure a smooth transition to your new platform. Our structured approach minimizes disruption while rapidly delivering functionality to your team.
Data Management & Integration
Transform your equity data with precision and care. We handle complete data conversion from spreadsheets or legacy systems, conduct thorough data audits to ensure accuracy, and integrate with your HRIS, payroll, and other third-party systems. Our rigorous quality control processes guarantee your data integrity throughout the migration.
RFP Guidance & System Selection
Make informed decisions about your equity technology investment. We guide you through the entire RFP process, from defining requirements and evaluating vendors to negotiating contracts. Our vendor-agnostic approach ensures you select the platform that truly fits your needs, not just the one with the best sales pitch.
Comprehensive Functionality Testing
Ensure your equity system performs flawlessly before going live. We conduct thorough testing of all critical functionality including grant processing, vesting schedules, tax calculations, reporting, and integrations. Our detailed test plans and quality assurance processes identify and resolve issues before they impact your operations.
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 (Morgan Stanley)
Morgan Stanley Shareworks
Fidelity Stock Plan Services (PSW)
Schwab Equiview
Carta
Computershare (EquatePlus)
Certent Equity Management
Global Shares
...and many other equity management platforms
Why Partner with AEP for Vendor Support
Maximize Platform Value
Most companies utilize only a fraction of their equity platform's capabilities. Our team helps you unlock advanced features, automate manual processes, and optimize configurations to get the maximum return on your technology investment.
Reduce Implementation Risk
System implementations often face delays, budget overruns, and functionality gaps. Our proven methodology and hands-on project management dramatically reduce these risks, ensuring on-time delivery and complete functionality.
Vendor-Agnostic Expertise
Unlike vendor professional services teams focused on a single platform, we bring cross-platform expertise. This broader perspective helps you implement best practices regardless of your chosen vendor and ensures objective guidance on system selection.
Seamless Data Migration
Data migration is often the riskiest part of any system change. Our meticulous approach to data conversion, validation, and reconciliation ensures 100% accuracy while maintaining full audit trails and compliance documentation.
Our Implementation Approach
1. Discovery & Planning
We begin every engagement with a thorough assessment of your requirements, current state, and success criteria. This foundation ensures alignment and sets clear expectations for the project.
2. Design & Configuration
Working collaboratively with your team, we design the optimal system configuration, data structure, and workflows. We document all decisions and obtain sign-off before proceeding to build.
3. Data Migration & Testing
Our rigorous data migration process includes multiple validation checkpoints and complete reconciliation. We conduct comprehensive testing of all functionality before allowing any production use.
4. Training & Go-Live
We provide comprehensive training for administrators and end users, create documentation, and deliver hands-on support during go-live. Our goal is a smooth transition with confident users.
5. Optimization & Support
Post-implementation, we help you continuously improve your use of the platform through optimization consulting, advanced feature adoption, and ongoing support as your needs evolve.
Frequently Asked Questions
Common questions about our Vendor Support services