Additional Services
Implementations/Data Conversions
Seamless setup for your equity plan success.
Our implementation team manages the full transition process, from migrating participant and equity data from Excel spreadsheets or your old equity database to your new equity database. We ensure accuracy through reconciliations, parallel testing, and accounting reviews, while providing equity compensation training, facilitating participant communications, and offering post-implementation support.
Experience a smooth, efficient, and compliant implementation from start to finish.
Special Projects/Corporate Transactions
Comprehensive expertise for complex or one-time equity initiatives.
When your needs extend beyond standard services, Equity IQ provides tailored solutions for special projects requiring precision, experience, and strategic insight. Our team has deep expertise managing:
Corporate transactions — including M&As, spin-offs, stock splits, and special dividends
Award modifications and data reconciliations
SOX documentation and audit support
Requests for Proposals (RFPs) — guiding you through vendor selection and equity database evaluations
No matter how complex the project, Equity IQ delivers clarity, control, and confidence every step of the way.