Strategy & Best Practices

Analyze Current Process with Industry Best Practices and Recommend Improvements

Equity Administration Consulting – Strategy & Best Practices

We help clients overcome their struggle with inefficient or manually intensive processes. Our expert consultants compare existing processes against industry benchmarks, make recommendations for improvements, and help implement the changes the client wishes to adopt.

Many clients choose to add our Customized Administration Manual for documentation of the equity administration and reporting business processes personalized for their specific plans.

Analyze current processes and recommend improvement

  • Introduce industry-recognized “best practices” to client’s procedures
  • Help craft and document integrated processes, e.g. pre-clearance, communication, issue resolution, reconciliation and monthly balancing
  • Focus on efficiencies for overall cost savings, while limiting risk and minimizing errors
  • Recommend technology enhancements such as CompXchange, custom coding, and custom reporting
  • Deliverables: process guide, executive summary, executive presentation
  • Phase 2: implement technology enhancements, automation, and provide training for new processes

Need help finding the right solution?

Request a free consultation with one of our industry experts to discuss the best solution for your organization’s unique challenges and goals.

To request a free consultation, please contact us by filling out the form to the right