Manage all your employee stock ownership plans, from the initial grant to redemption.
BSPCE, bonus shares (AGA), stock options, management packages: Equify centralizes the administration of all your plans, automates repetitive tasks, and provides each beneficiary with a clear and transparent experience.
Explore the features
Digitize and manage all your plans from a single platform
Whether it's BSPCE, granted bonus shares (AGA), or stock options for your employees and investors, Equify manages each instrument according to its specific characteristics.
- Manage all of your employee stock ownership plans (BSPCE, AGA, stock options) and your management packages (BSA, OC, preferred stock) in France and internationally from a single platform
- Track in real time the grants, vesting, exercises, departures, and expirations for each beneficiary
- Configure the vesting conditions specific to each plan: attendance, performance, lock-up periods
- Synchronize your employees’ personal data with your HRIS to ensure information is always reliable and up-to-date
Save time on every task
From the award letter to the tax return, Equify handles the repetitive and time-consuming tasks that tie up your teams.
- Automatically generate documentation at each stage: award letters, transfer orders, etc.
- Launch bulk assignment campaigns (assignments upon arrival, refresher courses, catch-up sessions) with just a few clicks
- Automate your tax and regulatory obligations: individual statements, DSN
- Collect electronic signatures without manual follow-ups
Offer your beneficiaries a modern and transparent experience
Every employee understands their benefits, tracks changes to their entitlements, and accesses their documents without having to contact the HR or finance teams.
- Provide each beneficiary with a secure portal to view their securities portfolio, track their vesting, and review their transaction history
- Enable your beneficiaries to simulate their potential gains based on different valuation scenarios
- Centralize documents and transaction history in a secure personal space
- Reduce the workload on internal teams through self-service access
Stay compliant and prepared for your audits
Every plan is documented, every operation tracked: your records are always synchronized and audit-ready.
- Synchronize each transaction automatically with your securities transaction ledger (RMT)
- Manage departures using the “good leaver” and “bad leaver” rules configured for each plan
- Maintain a complete audit trail of every grant, vesting, and cancellation
- Prepare your due diligence without having to reconstruct your plans’ history
What the module covers
MANAGED INSTRUMENTS
Common stock
Preferred shares
Stock option warrants
Free shares (AGA)
Stock options
BSA
Convertible bonds
OPERATIONS UNDER MONITORING
Responsibilities
Vesting
Fiscal years
Good/bad Leavers
Expirations
Cancellations
SYNCHRONIZED WITH
Capitalization table
Securities transaction register
HRIS (Workday, Lucca, PayFit, etc.)
Legal library
Shareholder portal
DOCUMENTS & COMPLIANCE
Legal documentation
Individual statements
DSN reports
Audit trail
Your shareholder data deserves the highest standards
We apply the most demanding European security standards to protect the confidentiality, availability and integrity of your data.
Discover our security policy →Why choose Equify?
A plan management system designed for French programs, integrated with the rest of your shareholder management system.
Frequently asked questions
What types of employee stock ownership plans does Equify manage?
Equify manages all types of instruments under French and international law: BSPCE, bonus shares granted at the Annual General Meeting (AGA), BSA, stock options, and management packages (BSA, OC, preferred shares). Each instrument is managed in accordance with its specific rules regarding vesting, exercise, and taxation.
How does Equify handle AGMs in France?
Bonus shares (AGA) are natively managed in Equify in accordance with their specific French tax and legal requirements: vesting period, holding period, vesting conditions, and reporting obligations. Unlike U.S. or U.K. platforms, Equify was designed with bonus shares in mind from the very beginning.
How does Equify automate the tax obligations associated with employee stock ownership plans?
Equify automates the generation of individual statements and DSN filings. The necessary information is drawn directly from the data entered into the platform, eliminating the need for re-entry.
How does Equify integrate with my HRIS?
Equify integrates with the leading HRIS systems on the market (Workday, Lucca, PayFit, Lucca, etc.) to synchronize beneficiary data and ensure that information is always consistent across your systems.
How does Equify handle when beneficiaries leave?
Equify allows you to configure “good” and “bad” leaver rules specific to each plan. When an employee leaves, the platform automatically applies these rules and updates the beneficiary’s rights, the records, and the associated documentation.
What is BSPCE management software?
Software for managing BSPCE (startup founder share subscription warrants) enables you to manage the entire lifecycle of these warrants: allocation, vesting, vesting conditions, exercise, and tracking of beneficiaries. Equify also allows you to manage other incentive plans-such as AGA, stock options, BSA, and management packages-all within a single platform.
Ready to simplify the management of your plans?
Our team will give you a 30-minute overview of the platform.