Flexible onboarding solutions: turnkey service or customized training
THEY TRUST US
ARE YOU NEW TO EQUIFY?
Flexible onboarding solutions: turnkey service or customized training
Turnkey Historical Data Import : We offer a service to migrate our new clients’ securities accounting data to Equify, including a compliance audit.
Guided Onboarding Service : Our experts will guide you through a training program tailored to your needs so you can get up to speed quickly with the tool. Enjoy personalized support from our coaches, who will guide you toward independently taking over your data history. This includes a kick-off call, a coaching phase with personalized support to help you resolve any issues you may encounter, and a sign-off call confirming the completion of your guided transition.
GO FURTHER WITH EQUIFY
Advanced professional services to support you throughout your shareholder management process
Management and Closing of Transactions and Governance Events : Delegate the preparation and closing of your transactions (fundraising, stock option grants) and the organization of your meetings (general meetings, board meetings) to our legal experts, ensuring accuracy, compliance, and confidentiality
Support & Advanced Training : Receive personalized assistance from an Equify expert to master the platform’s critical features and benefit from tailored support for your strategic operations
On-Demand Services : Do you have specific needs? Our experts are here to provide you with personalized assistance.
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OUR PARTNER OFFERS
A network of trusted partners to support you on key issues
At Equify, we've teamed up with trusted experts to offer you a full range of services. Whether you need a business valuation or help designing your employee stock ownership plan, our partners are here to assist you
Valuation Services : Our expert valuation partners can perform an accurate valuation of your company, providing a solid foundation for your employee stock ownership plans
Designing an Employee Stock Ownership Plan : Our partners who specialize in employee stock ownership plans can help you design a program that rewards your employees while fostering your company's growth