Switching Equity Management Software

Global equity solutions

A platform and specialist team built for life after the migration

We bring together a modern equity administration platform, global expertise and implementation specialists – helping organizations manage transitions with clarity and continuity.

Leading
equity management software

G2

4.8 out of 5,
based on customer reviews

  • Users Love Us

Benefits of Workplace Solutions

1/4

A structured and accountable implementation process

Platform transitions are led by our in-house implementation specialists working alongside your team within a clearly defined delivery model. Drawing on our experience supporting global organizations across varying structures and stages, we provide practical guidance at each step while maintaining visibility and clear accountability throughout.

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  • 1

    Initiation

    Joint scoping, governance alignment and timeline development shaped around your operational priorities and business goals.

  • 2

    Planning

    Coordinated platform configuration and data transition delivered against agreed plans and milestones.

  • 3

    Execution

    Rigorous oversight, validation and audit to maintain integrity, transparency and operational readiness throughout the process.

  • 4

    Support

    Ongoing relationship management and operational support to ensure stability beyond go-live.

  • clients

  • plan participants

  • plan assets

1/3

FAQs

  • How long does the migration implementation process take?

    Project timelines are planned collaboratively with each client and depend on the level of complexity involved. We start by walking through the implementation process and data requirements, then work with you to agree a migration date that fits your internal planning, awards cycle and business priorities. Examples of dependencies that can impact the timeline include data availability and quality, complexity of the plan and integration with existing systems.

  • How does your platform integrate with our existing systems during and after onboarding?

    We support out-of-the box integrations with over 180 HRIS, payroll and tax systems. These integrations help streamline implementation and ongoing plan management by keeping participant data in sync automatically, without requiring complex or bespoke technical builds.

  • Can we migrate historical plan and participant data to your platform?

    Yes, as part of our onboarding we migrate historical plan and transaction data, thereby providing continuity for both administrators and participants. The scope and timing of historical data migration will be agreed with you during the planning stage, so you know it is being transferred in a controlled and predictable way.

  • Do you outsource to an implementation partner?

    No, J.P. Morgan Workplace Solutions manages the planning and deployment of our technology platform entirely in-house, leveraging our extensive expertise and resources to deliver results. By handling every aspect we can offer a cohesive experience for our clients, with several key benefits, e.g. direct control and accountability, unified vision and strategy, agility and flexibility.

  • See the platform’s features in action
  • Understand our step-by-step implementation process
  • Get answers to your specific questions from specialists
  • Gain confidence in a secure, controlled and reliable transition

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