E*TRADE CONSULTING

LEVERAGE OUR EXPERIENCE TO GET THE MOST OUT OF YOUR EQUITY COMPENSATION PLAN

E*TRADE Consulting can help you tackle complex issues and drive efficiencies in your plan administration. We have a team of highly-trained consultants to help you optimize virtually every aspect of your plan—from administration to reporting and platform support.

 

THE HELP YOU NEED IN CRITICAL AREAS:

  • Financial Standards
    Get personalized support to help meet your company's unique reporting requirements. We can create custom reports, advanced calculations and convert data for systems compatibility.1
  • Business Services
    Our consultants can help you increase the efficiency and flexibility of your current systems with diagnostic reviews, administrative training, and support.
  • Corporate Actions
    For mergers, acquisitions, and other corporate actions, we can help you execute a seamless transition program for your equity compensation plans, including asset calculation, payout coordination, and employee communications.1
  • Technology
    We'll provide dedicated, hands-on assistance with platform installations and upgrades. We will ensure that your systems are compatible and your program's database is functioning at peak performance.

CLIENT RESOURCE CENTER


  • Client Inquiries:
  • 1-800-603-9923
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