The platform for managing member transfers.
Centralize your shareholder registry, securities transactions, governance decisions, and legal documentation on a single platform. Secure the addition and removal of shareholders, facilitate the transfer of shares, and maintain a complete history of each transaction.
A platform designed for multi-partner firms
Whether your firm is welcoming new partners, handling departures, transferring ownership interests, or making changes to its governance structure, Equify centralizes all data and documents related to your equity. You can ensure the security of every transaction while simplifying the work of your administrative and legal teams.
Manage every partner transaction with complete peace of mind
Whether you're welcoming a new partner, organizing a transfer of ownership interests, or a buyout, Equify ensures the security of every transaction from start to finish.
Provide a seamless experience for your partners
Each partner can access their documents, files, and tasks in a secure space, without having to send multiple emails.
Simplify Governance for Your Organization
Prepare for your meetings and make collective decisions more quickly, while ensuring compliance with your legal obligations.
Ensure legal compliance and make decisions based on reliable data
Maintain a clear and up-to-date view of your shareholder structure at all times to ensure the security of your operations and prepare for the future.
Equify at every stage of your organization's life cycle
Admission of a Partner
Manage the issuance or transfer of shares, valuation, and all documentation related to the addition of a new partner.
Day-to-Day Management
Track the breakdown of capital, board appointments, and governance deadlines.
Sale / Purchase of Shares
Ensure every transaction is secure with comprehensive documentation and an up-to-date record.
Transfer & Succession
Centralize shareholder history to streamline future operations.
Support tailored to firms with multiple partners
Our legal professionals and equity experts are involved at every stage, from a partner's entry into the firm to the buyout of their shares.
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“With Equify, we’ve found much more than just a tool: it’s a true source of truth for our capital structure. It allows us to manage our shareholder base with confidence, streamline our communications with all our stakeholders, and ensure operational continuity, even amid rapid growth.”
Why Choose Equify?
A platform designed for complex ownership structures.
Frequently asked questions
Is Equify suitable for multi-partner practices?
Yes. Equify is designed for organizations whose capital structure changes regularly: accounting firms, consulting firms, holding companies, family-owned groups, or any entity that takes on new partners. The platform centralizes ownership, governance, records, and documentation to ensure the security of every capital transaction.
How does Equify simplify the processes for new members joining, members leaving, and the transfer of membership interests?
Equify allows you to manage all shareholder transactions from a single platform. Each transaction automatically updates the capitalization table and the securities transaction register (RMT), while generating the associated documentation. This provides you with a complete and reliable history of each transaction.
How does Equify help manage the governance of a multi-partner firm?
Equify centralizes the organization of general meetings, board meetings, and other governance bodies. Notices of meetings, proxies, attendance sheets, and electronic signatures are all managed through a single platform, which simplifies meeting organization and decision tracking.
Can partners access their information in Equify?
Yes. Each partner has access to a secure portal where they can view their securities portfolio, retrieve their documents, electronically sign relevant documents, and access communications intended for them-all without needing to contact the administrative staff.
How does Equify secure shareholder data?
Equify centralizes data related to capital, records, governance, and documentation in a single repository. All transactions are logged and synchronized to reduce the risk of errors, facilitate audits, and ensure the reliability of the information used by executives and partners.
How does Equify facilitate future capital transactions?
By maintaining structured documentation, up-to-date records, and a capitalization table that is always synchronized, Equify allows you to approach future divestitures, transfers, restructurings, or growth initiatives with greater peace of mind. Information is available immediately, without the need for reconstruction.
How does Equify help me migrate my partner history?
Depending on your needs, the Equify teams can take over the transfer of your shareholder history, records, and existing documentation. This allows you to start with a reliable, consistent, and compliant database, without having to rebuild your history from scratch.
Why choose Equify over managing things in Excel?
Excel may be suitable when the number of partners and transactions remains limited. As the number of transactions increases, it becomes more difficult to ensure consistency between the capitalization table, ledgers, and documentation. Equify automates this synchronization, reduces manual work, and provides a constantly updated view of your shareholder structure.
What if you took back control of your ownership structure?
Discover how Equify centralizes and streamlines the legal and financial management of your equity at every stage of your growth.