Give your shareholders and beneficiaries a clear picture of their ownership.
Provide each stakeholder with a secure space to view their portfolio, track their entitlements, access their documents, and complete their transactions independently, all while maintaining control over the information they share.
Explore the features
Provide a seamless experience for your shareholders and beneficiaries
Give everyone a clear picture of their holdings, their rights, and how their ownership stake is changing, while promoting autonomy among your shareholders and beneficiaries.
- Enable each participant to view their securities portfolio: instruments held, quantities, grant dates, and related information
- Provide real-time visibility into vested rights, remaining vesting periods, and upcoming deadlines
- Help your employees understand the potential value of their equity holdings using a gain simulator
- Simplify participation in governance meetings: responding to meeting notices, generating proxies, and accessing documents from the personal dashboard
Reduce the administrative burden on your teams
Turn your employees’ and shareholders’ recurring requests into self-service workflows that are accessible at any time.
- Centralize information related to share ownership and corporate governance, which is typically scattered across HR, finance, legal, and external firms
- Enable beneficiaries to access their key documents and information, and update their contact information independently
- Reduce manual back-and-forth regarding questions about securities, vesting, exercises, or transaction history
- Free up your teams from recurring administrative tasks so they can focus on higher-value-added operations
Streamline the processes related to your shareholding and corporate governance
Manage your communications, documents, and signatures from a single location, without creating a flood of administrative correspondence.
- Automate the generation, sending, and collection of electronic proxies directly from the portal
- Enable shareholders and beneficiaries to respond to meeting notices and complete their procedures online
- Collect eIDAS-compliant electronic signatures directly from the portal
- Centralize communications sent to beneficiaries and shareholders
- Track the progress of required actions: documents viewed, signatures provided, procedures completed
What the module covers
CONSULTATION
Securities portfolio
Vested rights
Vesting schedule
Upcoming deadlines
Earnings simulator
Transaction history
ONLINE PROCEDURES
Responding to summonses
Generating powers of attorney
eIDAS signature
Updating contact information
Accessing documents
Multilingual interface
COMMUNICATIONS
Shareholder communications
Automatic notifications
Tracking new account openings
Communication history
SECURITY & ACCESS
Access tracking
Secure connection
Data hosted in France
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 portal designed to enhance the experience of your employees and shareholders.
Frequently asked questions
What information can beneficiaries view on the Equify portal?
With Equify, each beneficiary has a secure personal account where they can view their securities portfolio, vested rights, vesting schedule, documents, and transaction history.
How does Equify prevent HR, finance, and legal teams from being overburdened?
The Equify portal gives beneficiaries direct access to the information they need: their securities balances, documents, due dates, and transaction history. This allows internal teams to reduce repetitive requests and free up time for strategic initiatives.
Do companies retain control over the information visible to beneficiaries?
Yes. Equify allows you to precisely configure which information is accessible based on each profile. The company decides what data to share, when to share it, and at what level of detail.
Can beneficiaries sign their documents in Equify?
Yes. Documents can be sent, viewed, and signed electronically directly from the beneficiary portal using an eIDAS-compliant signature. Signature records are retained with the relevant transaction.
Is the Equify portal only for employees?
No. The Equify portal can be used by a variety of user types: recipients of BSPCE stock options or granted bonus shares (AGA), managers with executive compensation packages, individual shareholders, investors, or partners. Each user has access only to the information that pertains to them.
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.
Validated models, generated documentation, and electronic signatures.
Issued and fully diluted capital, complete historical data, and shareholder documentation.
Allocations, vesting, exercise, and reporting requirements for your plans.