Skip to content

Managing complex incentive and retention awards doesn’t need to be manual or opaque. With EWM Global’s incentive management platform, financial institutions and private capital firms can digitise incentive compensation processes, provide executives with real-time visibility, while management gains access to powerful analytics tools.

How incentive management tools can help you

  • Streamline share plan administration and eliminate manual processes
  • Simplify cash and fund deferral administration enabling precise alignment of incentives
  • Automate carry plan administration including a robust waterfall calculation engine
  • Manage GP commitment and employee co-investment programs with ease
  • Deliver accurate total compensation statements to participants
  • Gain real-time visibility into awards and payouts across geographies

We deliver value across four essential service areas

Carried interest and co-investment administration

Our platform and dedicated business services streamline the management of carried interest and co-investment plans. From document generation and LPA signatures to point allocations, vesting schedules, and reallocations, everything is digitised to reduce manual errors, eliminate spreadsheet dependency, and increase transparency. GP co-investment programs gain added clarity, giving participants and sponsors full visibility into investment performance.

Automated waterfall calculation engine

Complex fee structures and carry calculations are fully automated, reducing risk and manual intervention. Our carry waterfall calculation engine integrates seamlessly with fund accounting systems, supports multiple waterfall models (European, US, hybrid), and provides flexible, auditable outputs for both realised and unrealised carry—making one of your firm’s most critical calculations easier and more reliable.

Cash deferral and share plan administration

Drive alignment, transparency, and retention with a single, integrated solution. EWM Global’s platform supports cash and fund deferrals alongside share plan administration, delivering end-to-end accuracy and control. Participants gain intuitive, real-time access to their awards, while firms benefit from streamlined reporting, seamless compliance with global regulations, and automated tracking across all plan types.

Total reward portal

Employees gain a single view of total compensation — including salary, bonuses, carry, and co-investment balances. Customisable, always up-to-date reward statements help participants understand and value their incentives. Plan sponsors can control release timing, display options, and reporting, ensuring transparency and engagement across the firm.


Why choose us?

End-to-end compensation expertise

From design to administration, we cover the full lifecycle of complex incentive and retention plans.

Seamless digital and service integration

EWM Global’s platform, combined with TMF Group’s fund administration and payroll expertise, delivers one seamless solution.

Automation that reduces risk

Our technology eliminates spreadsheets, cuts manual errors, and ensures transparent, real-time reporting.

Global reach with local compliance

With experts in 87 jurisdictions, we combine worldwide scale with local regulatory knowledge.

Trusted by leading institutions

For over 20 years, global organisations have relied on EWM’s solutions to manage compensation with accuracy and control.

Proven client satisfaction

Dedicated professionals, intuitive participant portals, and accurate reporting contribute to strong, long-lasting partnerships.


FAQ

It’s a digital solution that automates incentive award administration, eliminates manual spreadsheets, and gives executives real-time visibility into their compensation.

Yes, our system handles multiple currencies and jurisdictions, ensuring consistency across geographies.

We provide global support, with dedicated teams in the US and the UK, alongside the backing of TMF Group’s international presence.

Interested in learning more?

Join some of the world’s leading financial institutions, who trust EWM Global and TMF Group to deliver transparency, efficiency and control, through incentive compensation.

Request a demo Request a demo