Whether you’re awarding shares directly, providing options, or delivering the ability to purchase shares through a plan, leveraging equity-based compensation helps your company retain the best talent and create a long-term commitment to the company’s success. AST is an industry leader in providing comprehensive equity plan solutions to a company’s HR, Finance, and Plan Administration teams, as well as offering strategic guidance in the form of best practices from our extensive client base.
Our services are aligned with the specific needs of Canadian companies. We provide a dedicated bilingual Relationship Management team that will ensure your equity plan strategy is easily understood and aligned with your company’s goals and objectives. Our call centre, based in Canada, will support the rollout of your equity-related communications, handling calls in both English and in French. Additionally, all records and data are stored in Canada to ensure our services comply with clients’ legal requirements.
We are ahead of the curve in our client-relationship management, our technology-based approach, and our ability to support the changing landscape of equity services. It is our commitment to provide customized solutions that offer flexibility and as much -- or as little -- support as you need.
Our solutions include, but are not limited to, the administration of the following types of plans:
- Employee Share Purchase Plan
- RRSP Shares/Cash
- TFSA Shares/Cash
- Employee Benefit Plan
- Stock Options
- Restricted or Performance Share Award
- Deferred Share Unit Plan
- Stock Appreciation Rights (Cash and Share Settled)
Employee Share Purchase Plans offer employees a convenient way to purchase company shares through payroll deductions. RRSP or TFSA enables employees to build their financial wealth and minimize tax. AST can help you develop your ESPP to strengthen workforce loyalty while providing real value.
We serve as your strategic partner to implement employee stock option plans that motivate and provide incentives to your employees, as well as reward exceptional performance.
We take pride in providing exceptional reporting services to simplify the equity compensation administration process for HR, Finance, and Plan Administration teams, as well as compliance reporting for financial professionals.
We offer a comprehensive suite of trustee services and purchase/hold securities for the benefit of employees until the assets become vested.
We offer capitalization table and employee stock plan tracking along with sophisticated exit modeling tools. Using our blockchain-enabled self-service SaaS platform AstrellaTM employees and investors can access their holdings via our mobile app.
The AST Difference
Equity plan solutions are increasingly important to a company’s ability to attract and retain top talent. Equally important is ensuring smooth administration of those plans to meet the specific needs of our clients. For over 40 years, AST has been a partner to North American companies in providing exceptional experiences to plan participants through both client-relationship management, accessible online resources, and customized solutions.
HOW WE WORK
We start by understanding your company’s goals by assigning a dedicated bilingual Relationship Team to understand the nuances of your business.
We will reconcile data from multiple sources to create an executional framework that meets your company’s reporting needs.
Your Relationship Management team will commit to delivering an engagement that offers flexibility and as much — or as little — support as you need.
Along with a suite of online resources and tools, our bilingual call centre, based in Canada, will support the rollout of all equity-related communications.
Technology drives every AST solution, so customers can rely on the highest levels of data security and the most efficient approach to managing their business. With a proprietary technology platform and front-end web interfaces, our clients have access to and control over their data. And by integrating technology into our operations, AST teams spend more time focusing on improving levels of service, including more personalized interactions with you and your employees.
BY THE NUMBERS
750,000participants enrolled in EPS plans
- Plan administrator to more than 250 clients
- Plans include approximately 750,000 participants
- Presence in over 70 countries