Case Study: Mattioli Woods achieves easier LTIP management with J.P. Morgan Workplace Solutions

Mattioli Woods streamlines LTIP audits in minutes with J.P. Morgan Workplace Solutions

Mattioli Woods, a UK wealth management and employee benefits firm, faced growing administrative burdens and participant frustration with its in-house Long Term Incentive Plan (LTIP). The paper-based process was inefficient, posed security risks, and left employees with no visibility into their awards, undermining the plan's value. They turned to the vendor J.P. Morgan Workplace Solutions and its Global Shares platform for a specialist outsourced solution.

J.P. Morgan Workplace Solutions migrated the LTIP to its online Global Shares platform, providing secure employee portals for real-time award visibility and management. This digital solution enhanced data security, streamlined processes like vesting and voting, and freed Mattioli Woods' key stakeholders from administrative headaches. The result was a fully compliant, easy-to-manage plan that transformed the equity incentive into a true motivator, with the company noting it experienced its easiest audit to date after implementation.

Mattioli Woods