Selecting and implementing an equity administration platform is one of the more consequential decisions a company makes in building its equity program. The right system reduces manual work, improves data integrity, and produces the reporting outputs your finance and legal teams depend on.
The right equity system reduces manual work, improves data integrity, and produces the reporting outputs your finance and legal teams depend on.
BPM’s professionals support companies through every phase of equity system implementation and ongoing platform management, from initial vendor evaluation through go-live, post-launch optimization, and long-term system upkeep.
In an implementation, BPM serves as your professional project manager and equity administration advocate. The platform’s implementation team handles the technical build; BPM manages the process from your side, validating data migration, reviewing configurations, and confirming that outputs are accurate before go-live.
For companies without a dedicated internal resource to own that work, or whose internal team is already stretched, BPM keeps the project on track and catches the gaps that surface when implementation is managed without equity administration experience.
Before implementation begins, choosing the right platform requires honest evaluation of:
Companies evaluating an equity platform for the first time and those migrating from a legacy system work through different challenges, and BPM’s evaluation framework accounts for both.
Grant, vesting, exercise, release, and participant data must transfer accurately. Before go-live, BPM applies the same rigor to data migration as it does to financial audits:
We also configure plan rules, workflows, and integration points with payroll and HRIS systems during implementation, so the system reflects how your program actually operates rather than a generic default.
An equity platform that operates in isolation from your other systems creates manual work and introduces error. Connecting your equity system via API or Secure File Transfer Portals (SFTP) to payroll providers, HRIS platforms, and general ledger systems produces:
BPM manages that integration work as part of implementation or as a standalone engagement.
After implementation, equity systems require ongoing attention. Plan amendments, new award types, corporate events, and changes in participant population all affect how the platform needs to be configured. BPM’s ongoing platform management support includes:
Companies that want that support without building the function in-house can engage BPM on an ongoing basis.
BPM maintains working relationships with leading equity administration platforms, including Shareworks and Equity Edge Online by Morgan Stanley at Work, Carta, Fidelity, and Certent. Because BPM does not receive referral compensation from any platform provider, our recommendations are based entirely on what fits your program: its complexity, integration requirements, reporting needs, and growth trajectory. That independence is central to how we approach every evaluation.
A well-implemented equity system reduces downstream work for your accounting, legal, and HR functions and gives participants a more reliable experience. BPM’s professionals bring both the technical knowledge and equity administration background to make implementations go more smoothly and keep platforms operating accurately over time.
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.
