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Digital documentation & e-signing
Securely manage plan documents, approvals, and grant letters with easy, trackable e-signing.
Compliance
Compliance at every step
Stay ahead of legal, tax, and financial requirements with built-in compliance tools and expert guidance, empowering you to scale ownership programs without added risk.
From filings and fairness reviews to pay transparency aligned with the EU Pay Directive, every step is covered.
Compliance management, built In
Stay in control as regulations evolve, with the confidence to manage equity obligations across teams, entities, and jurisdictions.
KYC & legal entity oversight
Simplify onboarding and compliance with integrated KYC and entity checks.
IFRS2 valuations & accruals
Automatically calculate expenses and generate audit-ready reports.
Tax reporting & withholding guidance
Produce local tax reports and get expert guidance on treatment and withholding.
Pay equity & transparency
Run automated pay equity checks to stay compliant and support fair pay decisions.
Specialized support when it matters most
Get hands-on guidance to meet legal, tax, and regulatory obligations across every stage of your equity and incentive programs. Advisory covers what software alone can’t, ensuring your plans are compliant, defensible, and ready for review.
Legal compliance reviews
Validate plan terms, documentation, and governance against local regulations.
Cross-border tax support
Structure grants and payouts for tax efficiency and proper employee treatment.
Pay equity & transparency
Support for the EU Pay Directive, including readiness checks, pay gap analysis, job architecture, and benchmarking.
Valuation & reporting wlignment
Support for IFRS2, local GAAP, and audit-readiness on expense and disclosure.
Growth-stage risk assessments
Identify gaps and exposures relevant to your stage, whether startup, scaling, or public.
