Administrator dashboards, digital offer invitations and automated workflows take the place of spreadsheets, email chains and provider tickets.
Employees see what they hold, what it is worth and what to do next, in plain language, so they act with confidence and your team fields fewer questions.
Registry and employee share-plan securities sit on one data layer, so holdings and reports reconcile automatically, with no shadow register to maintain.
ISO 27001, ISO 9001 and ISO 37301 certified, with onshore data, controls and audit trails for governance evidence.
Run offers, vesting, reporting and plan records from one place, with the manual steps where errors creep in removed.
Toggle auto-vesting on and off, schedule reminders for internal stakeholders, and calculate pro-rated vesting outcomes before the vesting date.
Built-in alerts and deadlines keep HR, finance, legal and company secretarial teams working to the same dates, so ongoing plan management stays compliant.
Issue equity offers through secure digital invitations rather than paperwork, with acceptance tracked in the platform.
Software produces your FY ESS statements and annual reports, including lodgement, amendments and global mobility adjustments.
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Participants see their grants, vesting schedules and transaction history in plain language, with guides that explain awards and incentives.
Automated reminders and clear ESS statements reduce participant questions and the load they create for your team.
A custom online exercise facility supports cashless exercise, employee share sale, or same-day transfer to a broker of choice.
Employees and shareholders reach holdings, statements and meeting materials through one login.
Automic has consistently provided proactive and highly responsive support, swiftly addressing our queries and effectively resolving any challenges. The team demonstrates exceptional communication, responsibility, and genuine care, underpinning our working relationship with trust. I highly recommend Automic as a trusted partner.
Rohan Dhaygude
Director – Finance & Investor Relations
The technology solution of Automic was far superior to anything else that we’d used or seen in market. Our decision to partner with Automic continues to deliver efficiencies, a better shareholder and employee experience, and greater insights for our team.
Steven Marks
Founder and Co-CEO, Guzman y Gomez
Moving to Automic gave us the control, ownership and visibility we wanted across our employee share plans. The transition was straightforward: Automic cleansed our data, managed the handover, and migrated five plans with limited burden on our team. We had fewer than 10 participant queries in the first week, and we now trust our numbers, with holdings and reporting live in one platform.
Jo La Fauci
Head of Reward, AGL Energy
Consolidating our registry and employee plans with Automic gives us a single, streamlined platform that enhances efficiency and governance. This move removes operational drag and allows our team to focus on what matters most: executing our strategy.
Grant Hackett, OAM
Our experience with Automic’s Employee Share Plan Administration service has been great. Their expert team and dedicated plan administration technology streamlined our ongoing share plan activities, saving us significant time by sending digital offer invitations to eligible staff members, simplifying ongoing reporting requirements, and increasing transparency of outstanding share plan awards for employees. Automic’s professionalism and expertise are evident and this has resulted in a more cohesive experience for internal stakeholders.
Ben Brooks
.png?width=1000&height=923&name=svgviewer-png-output%20(10).png "Moving your plan to Automic is a proven process")
