​​When it comes to equity awards, one size does not fit all. From stock options to restricted stock to performance​​ awards, we give you the flexibility needed to implement the plan that is r​​ight for your company. We offer a full range of solutions, from self-administration to full service. Whatever level is right for you, rest assured you will have the tools and the support you need to make your company’s plan a success.​


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 Where do you fall on our plans administration spectrum?

  • Full-service plan administration
    Full-service plan administration
    Our flagship service covers all your administration needs. You’ll have a dedicated relationship manager and account manager at the ready to manage your plan, provide reports, and coordinate major events like dividend payments and broad-based option grants.
    Learn more
  • Partial-service plan administration
    Partial-service plan administration
    If your plan is simple with few participants, you might want to consider our partial-service plan administration. We provide you a suite of tools to manage the plan yourself, with limited support from our team. Participants manage their accounts via our Employee Online web site.
    Learn more
  • Execution-only
    Execution-only
    If you manage your plan in-house, the trickiest part is managing the sales transactions of options and vesting of restricted stock. Our execution-only service takes on these transactions, making your job a whole lot easier.
    Learn more
  • Self-administration software solution
    Self-administration software solution
    If you’re the kind who likes to be hands-on and manage your company’s plans yourself, check out OPTRACK, our self-administration software solution.
    Learn more

 Got questions? We've got answers.

 

Not sure which service level is rig​ht for you? Talk to one of our consultative experts who will help you decide which level of service best fits the employee equtiy plans you offer. Call 888.404.6333 or fill out the form below.​​