Guide
Questions to ask before signing with an equity platform
A useful demo should help you make a decision about your actual workflow. Send the provider a short requirements list first, then use the meeting to close the most important gaps.
- Can you represent every instrument and entity in our inventory?
- Which employee jurisdictions and plan types do you support for our intended workflow?
- Which historical records and documents will you import?
- What is excluded or handled manually?
- Can you demonstrate our difficult vesting or modification cases?
- What reporting outputs will our finance team receive?
- Who is responsible for data correction and reconciliation?
- How are unfinished transactions handled during cutover?
- What permissions and access logs are available?
- How do we obtain a complete usable export if we later leave?
- What are the first-year and renewal costs, including services?
- What implementation dates can you commit to for our scope?
Record answers as confirmed, unresolved, or unsupported. Ask for written confirmation of every must-have.