Your dedicated team for day-to-day administration.
Eliminate single points of failure with over 25 years of expertise.
The Challenge
Managing equity internally often leads to single points of failure and operational bottlenecks.
- Key personnel turnover creates immediate knowledge gaps and execution risk.
- Manual processes and spreadsheets increase the likelihood of costly audit findings.
- Administrative burdens pull your HR and Finance teams away from strategic initiatives.
- Scaling complexities during IPOs or M&A outpace internal bandwidth.
The result is increased overhead, frustrated participants, and a lack of long-term scalability.
The Solution
Outsourced equity administration replaces fragility with structure, continuity, and experienced oversight.
- Dedicated administrators who own day-to-day equity operations
- Documented, repeatable processes that don’t depend on a single person
- Proactive coordination with payroll, brokers, and equity platforms
- Support that scales through growth, transitions, and critical events
The result is a stable, audit-ready equity operation that continues to run smoothly as your company evolves.
Core Capabilities
Our team brings the experience required to run equity programs accurately and consistently.
- Stock plan administration and daily operations
- ESPP administration and participant support
- Equity platform management and reconciliation
- Tax and reporting coordination
- Audit, IPO, and transaction readiness
- Process documentation and controls
Comprehensive Administration
We support the full spectrum of equity plans so your team doesn’t have to manage multiple vendors, workflows, or risk points.
ESPP Administration
Accurate purchase processing, participant support, and ongoing compliance without operational drag.
Stock Options & RSUs
End-to-end administration that keeps grants, vesting, exercises, and tax reporting aligned and audit-ready.
Section 16 Reporting
Timely filings and expert oversight that reduce executive risk and eliminate last-minute scrambles.
Your Dedicated Support Team
Every client is backed by a dedicated team of equity professionals who ensure accuracy, continuity, and responsive service at every step.
Team-Based Coverage:
Eliminates single points of failure
Built-In Redundancy:
Mitigates risk and ensures continuity
Enhanced Accountability:
Defined ownership and transparent reporting
Responsive Communication:
Direct access to your account team
Scalable Support:
Flexible resources to match plan complexity
Platform Flexibility
We integrate seamlessly with all major equity management platforms. These include:
- Morgan Stanley ShareWorks
- Fidelity
- E*TRADE / Morgan Stanley at Work
- Carta
- Charles Schwab
- BAML
- Certent
- Computershare
- UBS
- Global Shares
How We Work
Consultation
Stakeholder alignment, plan review, and definition of objectives.
Matchmaking
Secure data transfer, system access, and process documentation.
Handoff
Training, team introductions, and live workflow handoff.
FAQs
Our outsourced administration covers end-to-end equity plan operations, including grant processing, vesting and exercise support, reporting, compliance management, and participant communications.
We integrate with all major equity systems.
Yes. We work with private and public organizations at every stage, from early growth through post-IPO to streamline administration and ensure compliance.
We begin with an audit of your current setup and data, then implement a structured onboarding that transitions daily equity operations smoothly to our team.
Equity professionals, under the guidance of Certified Equity Professionals, reconcile data continuously, manage audit-ready reporting, and apply best-practice processes to reduce risk and enhance compliance.
Yes — our team manages secure reporting and reconciliation across platforms to support regulatory and internal reporting needs.
Contact our team to schedule a consultation. We’ll assess your needs and outline the recommended approach, timeline, and next steps.
Why Companies Choose SOS
Expertise
Over 25 years of CEP-level mastery ensure that even your most complex equity compliance and reporting requirements are met with precision.
Partnership
We bridge experience and bandwidth gaps by integrating with your team. This provides the steady hand required to navigate your equity operations at every stage of growth.
Responsiveness
We provide direct, immediate access to our experts, ensuring you have the support you need when you need it.