Full-service support from a dedicated account service team

​Whatever plan types your company offers, whatever the size or complexity, our full service package has you covered. You’ll have a dedicated account management team at your disposal to help with reports, special events, updates to your plans, and more.
You also have access to a suite of online tools for when you want to manage things yourself. And if you need a more custom solution, we offer you our expertise and support to develop the solution that works best for you.

 Tools to help you manage your plans

​In addition to your account service team, you also have access to a suite of online tools you can use to manage your plan. As a full-service client, you have the freedom to be as hands-on as you like: We'll provide you with all the training and support you need to use these tools, or you can have your relationship manager and account manager do the work for you.

 Financial reporting

For your finance team, we offer an integrated, hosted solution that provides direct access to financial reports. ​Grant and award data is updated nightly to ensure accuracy, and every number is fully auditable.

Available report types

  • Forfeiture
  • Expected term
  • EPS dilution
  • FMV calculations
  • Weighted average assumptions
  • Unrecognized compensation expense
  • Expenses by department
  • Award breakdown by price range and officer/director positions
  • Journal entries

Solution highlights

  • Forfeiture rate true-up
  • Real-time drill-down of all calculations
  • Breakdown, by contract, for all ledger accounts
  • Mobility accounting and administration
  • Full tax withholding support
  • Deferred tax asset calculations
  • Variable/liability accounting
  • Performance unit accounting
  • Breakdown of expenses by cost center and location
  • Report customization
  • Grant modification accounting

 Full-service support for plan participants

​We are committed to providing your equity plan participants with expert, personalized service. Your participants can easily manage their accounts via our Employee Online web portal, or can contact our highly trained live customer service representatives, who offer accurate and immediate service, providing support, assisting participants with transactions and answering any questions they may have. Service highlights include:

Single sign-on access

Participants can conveniently access their accounts directly from your company’s intranet through our single-sign-on capabilities.

Account access from any device

Our participant site is built with responsive design, so your participants will have access to the full functionality of the site from any mobile device.

Multi-lingual support

This optional service allows your participants to manage their accounts in multiple languages through multi-lingual web and language line services.

Payments in multiple currencies

Choose to receive sales proceeds by cheque or wire in one of more than 70 currencies. Direct deposit is also available for payments in Canadian dollars.

Live support for that personal touch

Live participant service representatives are available from 8:30 a.m. to 8 p.m. ET, any day the Toronto Stock Exchange is open.

To learn more about our services

Contact us