Solutions · Equity Administration

One platform. Every plan.

Equity administrators get a purpose-built platform that handles plan design, eligibility, contributions, purchases, share delivery, tax, and reporting - with native integrations into the recordkeepers, HRIS, and payroll systems you already use.

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The challenge

What equity admin teams are managing today

Complexity

Global plans are complicated

Managing an ESPP across dozens of countries with different payroll systems, tax rules, and regulatory requirements creates operational and reconciliation overhead that compounds each purchase period.

Data

Data quality is a constant battle

Internal systems have different data formats, workflows, and quality levels. Verifying that data is timely, accurate and correctly formatted requires constant manual effort.

Compliance

Audit-ready at all times

The compliance burden on equity admin teams is significant, with audit-ready requirements running continuously across every jurisdiction.

Outcomes

What equity admin teams accomplish with Carver Edison

80+ native integrations Integrated with Equity Edge, Shareworks, J.P. Morgan, Fidelity, Workday, ADP, and 80+ other equity admins, HRIS, and payroll systems - without custom development.

Handle the most complicated plans Automated workflows built to handle the most complicated plan features and workforces - all in one place on top of your existing equity system.

Automated country-specific compliance Carver Edison handles country specific plan rules automatically - contribution limits, tax calculations, reporting obligations and more.

Audit-ready at every step Complete transaction records, reconciliation reports, and audit trails - built for your internal audit team and external auditors. SOC 1 & 2 Type II certified.

Plan specific employee support A branded employee-facing support portal where employees can get their questions answered in real time without slowing you down.

See how it maps to your existing setup.

We'll walk through how Carver Edison connects to your recordkeeper, HRIS, and payroll - and what the transition looks like.