Financial Services
Take full control of layered bonuses, deferred pay cycles, and regulatory audits with complete visibility. Seamlessly manage layered bonus structures and deferred pay cycles. Maintain full auditability and traceability at every step. Meet the highest standards of regulatory scrutiny, without slowing down.
Pull in Bonus Plans, Equity Grants, and Performance Ratings to Launch Faster
Whether you’re managing bankers, advisors, analysts, or operations staff, Aeqium connects to your HRIS, performance tools, and equity platforms to centralize your data. Launch cycles with the right headcount, comp history, and plan data already in place.
Top firms reduce prep time significantly while improving accuracy and audit readiness.
Support Managers with the Right Context During Reviews and Bonus Planning
Aeqium surfaces salary history, ratings, comp benchmarks, and peer comparisons so leaders can make informed decisions. Whether reviewing discretionary bonuses or recommending promotions, managers have the tools to act consistently and fairly.
Support Variable Pay, Eligibility Rules, and Approval Workflows Across Teams
Aeqium adapts to your bonus logic, performance tiers, and LTIP programs. Whether you're setting bonus caps, enforcing budget thresholds, or routing approvals through compliance, your workflows can be built around how your firm operates today.
Support Managers with the Right Context During Reviews and Bonus Planning
Aeqium surfaces salary history, ratings, comp benchmarks, and peer comparisons so leaders can make informed decisions. Whether reviewing discretionary bonuses or recommending promotions, managers have the tools to act consistently and fairly.
Support Variable Pay, Eligibility Rules, and Approval Workflows Across Teams
Aeqium adapts to your bonus logic, performance tiers, and LTIP programs. Whether you're setting bonus caps, enforcing budget thresholds, or routing approvals through compliance, your workflows can be built around how your firm operates today.
“Aeqium absolutely has a positive ROI for dbt Labs. We can easily customize it to match every iteration of our comp program, and it helps us and our managers make more thoughtful comp decisions. It’s made my life easier and is a big “W” for our people team.”
Clyde Stackhouse Global Total Rewards Manager, dbt Labs
Frequently Asked Questions
Compensation planning software for financial services manages base salary, short-term incentives, long-term incentives, carried interest, and partner compensation in one platform, replacing the disconnected Excel workflows and legacy systems most firms rely on today.
Yes. Aeqium supports carried interest allocations alongside traditional comp components. You can configure carry as a compensation column, control visibility by employee and manager, and include carry in total rewards statements so every participant sees their full picture in one place.
Yes. Carry allocations can be surfaced directly in the manager planning grid so leaders have full context when making STI and LTI decisions, rather than referencing separate outside reports or fund-level systems.
Aeqium supports LTI programs, partner-level compensation, and performance-based incentive structures using configurable formulas and custom comp columns. You define the logic, and the platform executes it without IT involvement or implementation projects.
Legacy platforms were built for admins. Aeqium is built for the entire organization. Aeqium Assist lets comp teams configure cycles, build formulas, and generate reports in plain English without tickets, SQL developers, or long implementation timelines. Most firms are live in weeks, not months.
Yes. Aeqium integrates directly with Workday, BambooHR, and other platforms common in financial services. SFTP connections are also available for firms with legacy or custom data environments.
Aeqium connects to your HRIS and surfaces pay equity gaps by level, tenure, and demographic in real time, giving comp teams the data to proactively address disparities ahead of regulatory scrutiny or audits.
Yes. Aeqium is SOC 2 Type 2 certified and undergoes regular external audits and penetration testing. Access controls, permissions, and audit logs are built in at every level of the platform.
Ready to level up your cycles?
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