Equity IQ has extensive experience managing a wide range of equity databases and partnering directly with numerous transfer agents. Below is a list of vendors we’ve worked with, including our preferred platforms.

If your system isn’t listed, no problem. Most equity databases operate on similar frameworks, and Equity IQ adapts quickly. With our deep industry knowledge, we know the right questions to ask to understand your system efficiently and support you in a way that makes your workload easier and your processes more effective.

Equity Platforms:

• OptionTrax® by Empower

• Wealthlane

• Equity Edge Online® (EEO) by Morgan Stanley at Work

• Shareworks by Morgan Stanley at Work

• Certent Equity Management by insightsoftware

• Schwab’s EquiView®

• Carta

• Fidelity Plan Sponsor WebStation® (PSW)

Transfer Agents:

• Computershare

• Continental

• Broadridge

• Equiniti