The problem
Most equity programs depend on too few people.
Grants, vesting, exercises, payouts, participant changes, and filings each run on their own calendar. In most companies, one or two people carry all of it, on top of their other work.
| When | Work | Owner |
|---|---|---|
| Daily | Participant questions on awards, vesting, and tax | JM |
| Monthly | Vesting, exercises, and releases processed | JM |
| Monthly | Joiners, leavers, and role changes applied to awards | JM |
| Per payout | Payouts coordinated with payroll, broker, and custodian | JM |
| Quarter-end | Reconciliation and reporting for finance | JM |
| Annually | Tax reporting and regulatory filings | JM |
The solution
We run the work.Your team keeps control.
Our specialists take on the agreed day-to-day administration of your plans. Every process is documented, so the work keeps running when someone is out.
- Day-to-day plan administration
- Participant changes and questions
- Reconciliation with payroll, broker, and HR data
- Filing support, with deadlines tracked ahead
Your team keeps
- Plan strategy and design decisions
- Approvals and sign-off
- Governance and oversight
- Full visibility of your records
Platforms we work in
We also work with E*TRADE / Morgan Stanley at Work, Charles Schwab, BofA Securities, Certent, and in-house tools and workflows, so there's no platform to change.
How we work with your systemWhat we handle
Plan administration, handled.
We own the agreed day-to-day administration of your plans, from grant to payout.
- Grants and vestingNew grants recorded against plan terms, and vesting events processed on schedule.
- Exercises, releases, and purchasesOption exercises, share releases, and ESPP purchases processed, and settlement coordinated with your broker or custodian.
- PayoutsPayout cycles coordinated with payroll, custody, and brokerage, across the countries your participants work in.
- Participant administrationJoiners, leavers, and status changes applied to awards, participant questions answered, and portal support.
- Share register and reconciliationYour share register kept current, and your platform checked against broker, payroll, and HR data.
- Reporting and complianceReports for finance and the board, audit-ready records, and support for regulatory filings and tax reporting, such as Section 16 and 6039 in the US.
Employee share plans, LTI programs, ESPPs, RSUs, and stock options, at private and public companies. In Finland, we also administer personnel funds.
Not sure what you'd hand over?
Talk to an expert
Your dedicated team
You know who runs your plans
Every client has a dedicated team of equity specialists. They learn your plans once and run them cycle after cycle, on processes written down around how your plans actually work.
- Team-based coverageMore than one person knows your plans, so the knowledge never sits with one person.
- Built-in redundancyWhen someone is out, the work carries on to the same standard.
- Defined ownershipEvery task has a named owner, and we report on the work we run.
- Support that scalesMore capacity as participants, plan types, or deadlines grow.
How it works
A handover planned around your calendar
Your plans keep running while we take over, and participants stay on the platform they already use.
Consultation
We meet your stakeholders, review your plans, systems, and data, and agree what our team takes on.
Onboarding
We set up secure access and data transfer, and document your processes around how your plans actually run.
Handoff
Training and team introductions, then a live handover of the day-to-day, timed around your plan calendar.
What does Allshares handle?
The agreed day-to-day administration of your plans: grants and vesting, exercises, releases, and purchases, payouts, participant changes and questions, share register and reconciliation, recurring reporting and audit support, and support for regulatory filings and tax reporting.
What stays with our internal team?
Plan strategy, decisions, approvals, and governance stay with you. Your records stay in your own platform, so your team keeps full visibility, and we report on the work we run.
Which countries do you cover?
Allshares manages ownership across more than 110 countries. Tell us where your participants are, and we'll confirm how we'd cover them in the first conversation.
Which equity platforms do you work with?
Our own platforms, Allshares Incentive Ops and Allshares Cap Table, and the major third-party ones, including Morgan Stanley Shareworks, J.P. Morgan Workplace Solutions, Fidelity, Carta, Ledgy, Computershare, UBS, Global Shares, E*TRADE / Morgan Stanley at Work, Charles Schwab, BofA Securities, and Certent, plus in-house tools and workflows.
Which plan types do you administer?
Employee share plans, LTI programs, ESPPs, RSUs, and stock options, for private and public companies at every stage. In Finland, we also administer personnel funds. If you run other award types, we confirm coverage in the first conversation.
How does the transition work, including from another provider?
In three steps. We review your plans, systems, and data with your stakeholders. We set up secure access, transfer data, and document your processes. Then we hand over the day-to-day in a live transition timed around your deadlines. Your plans keep running throughout.
Should we outsource plan administration or keep it in-house?
It depends on volume, complexity, and how much of the knowledge sits with one person. Many teams keep plan decisions in-house and hand the recurring operational work to specialists. The first conversation is where we look at your setup and agree what would make sense to hand over.
Do we need new software?
No. We work in the platform you already have. If you want one, Allshares Incentive Ops is our own platform for complex, multi-country incentive programs.
What does a plan administrator do?
A plan administrator runs the day-to-day operations of a company's equity plans: recording grants, tracking vesting, processing exercises, releases, and purchases, coordinating payouts, keeping participant records current, answering participant questions, reconciling data, and supporting the filings and reports the plans require. In the US the role is usually called stock plan administrator, and in Europe share plan administrator.
How do we get started?
Talk to an expert. We'll learn how your plans run today, then recommend what we'd take on and how the handover would work.
Customer proof
From the equity teams we work with
Allshares manages ownership for more than 1,500 companies. Our US team has administered stock plans for more than 25 years, first as Stock & Option Solutions.
“They are qualified professionals who complete tasks on time and accurately. The value they add is greater than the cost of hiring full-time employees for the same tasks.”
“The team was so responsive and helpful, and expedited our process to meet the deadline.”
“A very well streamlined process with excellent support and guidance from kickoff to filing. Thank you.”
“It was an absolute pleasure working with the Stock & Option Solutions Team on this project.”
“Professional, timely and all contacts were a pleasure to work with.”
Why Allshares
Equity specialists, with Allshares behind them.
Your plans are run by specialists who do this work every day, backed by a group that manages ownership for more than 1,500 companies.
01
Expertise
Share plans, LTI programs, ESPPs, RSUs, and options are everyday work for our team, so complex compliance and reporting is familiar ground.
02
Partnership
We work as part of your team, to your processes and your plan calendar, and suggest improvements as we go.
03
Responsiveness
You talk directly to the people running your plans, and they come back to you quickly.