Not sure if you should outsource your equity plans? Check out Is It Time to Change How You Manage Your Equity Plans? Learn More

Managing your equity plans in-house? Spending too much time on administrative tasks? Worried you’re missing things with too many manual processes?

You've come to the right place!


For more than 40 years, Computershare has provided full-service administration for equity plans of all sizes and complexity. Our solution is designed to make the task of managing your plans efficient and easy.



Computershare's full-service solution for managing your equity plans allows you to:

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    Gain efficiencies

    Hand off those labour-intensive tasks to us so you can focus on driving your company’s financial success.

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    Forecast for the future

    Fully integrated financial reporting tool lets you easily expense plans today and forecast for the future.

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    Cut unnecessary risk

    Equity experts + automated processes = compliance with tax laws and regulations.

Still not sure if you should outsource your equity plans administration?

Check out Five Improvements from Outsourcing Your Equity Plans Administration.

Learn More

The administration side of things

The great thing about outsourcing your plans is you no longer have to do all the work yourself. In fact, you'll have a team of equity plan professionals at your fingertips to manage every part of your plans:

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    Your Relationship Manager ensures services meet or exceed client expectations, oversees the strategic direction, management and overall success of your plans, and coordinates the implementation of requested enhancements.

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    Your Client Service Manager acts as the liaison for complex administrative issues, and manages the administrative team responsible for day-to-day tasks and specialized support functions.

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    Your Client Service Professional is responsible for daily processing and research, fields questions, acts as the liaison for all plan administration issues and generates and provides company reports.

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    Your Financial Service Manager fields questions and acts as the liaison for all financial reporting issues (for GEMS users).

With this team at your disposal, you’ll be able to hand off most administrative tasks for your plans. You’ll also have experts who ensure all deadlines are met, forms are submitted, and regulations are covered to avoid unnecessary penalties as well as damage to your company’s reputation.

Fully integrated financial reporting improves efficiency and accuracy

Understanding how to properly expense equity plans is critical. Being able to forecast future expenses is vital. That’s why you’ll also have access to our financial reporting solution, fully integrated into our administration system so data in the reports is up-to-date and accurate.

  • IFRS and US GAPP Compliant
  • Black-Scholes calculator
  • Full audit trail
  • Multi-securities and multi-currency support
  • Wide selection of standard reports
  • Reporting wizard for customizing reports
  • Powerful access rights management

The participant side of things

Participants fully manage their equity plans through our website, from grant acknowledgement to tax elections, to vesting, holding and sales. They’ll have tools to model the current and future value of their awards, as well as educational resources to help them understand the plans offered to them. Support for participants is available through online documents and through our call centre.

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Position Your Company for Financial Success with Computershare


If you think outsourcing your equity plans administration is right for you, we’d love to give you a full demo of our solution. Fill out the form below to talk with one of our solution experts.

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*Includes Computershare Canada Inc., Georgeson Shareholder Communications Canada Inc., Computershare Governance Services Ltd. and their majority owned subsidiaries operating in Canada (collectively referred to as "Computershare Canada").