​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Reliable recordkeeping and meaningful communications.

These are at the core of a successful plan. We partner with you to give your employees what they need when they need it.​

Your culture. Your processes. Your employees. Our comprehensive support​​.​​​​​​​​​​​

We want to hear from you. Let's talk about how we can partner to make the most ​of your equity plans.


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 Client service highlights

​Our proprietary system is flexible, offering you the versatility you need to meet your plan’s specific needs – be they employee stock purchase plans, stock options, restricted stock or performance awards. Your participants will have one convenient account where they can manage their participation, maintain banking details, make dividend elections, enroll in employee stock purchase plans, accept grants, sell shares and much more.​

​We want to make it simpler for you to sponsor a great plan. So we offer on-demand reports and exclusive Web-based plan management tools to make your job easier. Through our professional services group, we offer additional resources that act as an extension of your team to assist with your data files, special one-time projects or ongoing plan support. ​

​From disposition tracking to Section 6039 and Section 16 reporting, we have optional services that help you comply with regulatory and tax requirements. We have the tools and processes in place to automate some functions and be proactive about others so nothing falls through the cracks. ​

We help you meet the challenges of financial reporting with an integrated tool that pulls data directly from participant accounts on a daily basis to give your finance team up-to-date reports when they need them.​

​Our Insights and FreeSMARTS programs keep you on top of new and trending industry information.​

Help your employe​​​es understand the value of your programs

​O​​​ur plans education group can help you increase participation and understanding through clear, smart, custom communication solutions.

  • Analyze and audit
    We’ll meet with you to understand your goals and strategize about how to best communicate them.
  • Develop and distribute
    We’ll design, develop, produce and distribute communication pieces that reflect your corporate persona and organizational culture.
  • Measure and report
    We’ll collect data and analyze results to determine what worked, what didn’t and what to consider next.

Sometimes you need an extra set of hands – or two.

Our professional services group provides the help you need, when you need it. Whether it's data transformation, corporate actions support or outsourcing for plans projects, we’ll act as an extension of your team to help you get the job done.
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