Our flexible, pre-built CompXchange solutions include:

  1. Automate communicaiton between your HR/Payroll and Stock Plan system.
  2. Eliminate touch points and keying errors and ensure consistent and accurate data across multiple systems.  Works with all major HR/Payroll and Stock Plan systems.
  1. Model grant scenarios and calculate potential LTI grant amounts based on a grant issuance formula. 
  2. Manually override grants and entries. Seamlessly bring the calculations and data into your equity system or any other destination.
  1. Build API endpoints that will pass API data directly as generated from a source API or other data source.
  1. Distribute email communications to your participants, populated with any fields from your stock plan data, and customized with your own company branding.
  1. Robust reporting and file creation capabilities that eliminate the need for cutting, pasting and other manual manipulation of equity plan data.
  2. Examples include Total Equity Report/Optionee Statement, Release Confirmation, Exercise Confirmation, Total Rewards, Year-end Tax Summary, & Account Reconciliation Documents. 
  1. Customize your automation based upon your company needs.  
  2. We use the CompXchange integration engine to pull in data from your systems and data sources, and create a solution that simplifies your process.
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Automate

 

Automate data exchanges and workflows, no coding required.

 

Analyze

 

Get support from equity compensation experts to analyze and improve your processes.

 

Govern

 

Perform audit checks to ensure data is consistent across systems.

 

 

Migrate

 

Move data back and forth between files and/or systems.

 

 

Integrate

 

Connect different data sources, including stock plan systems, HR/payroll systems, files and more.

CompXchange™ Implementation

 

In the CompXchange implementation, we use a 3-step process to solve your workflow challenges. Our team starts by analyzing your current workflows with you to identify areas that can be drastically simplified. We then apply technology that enables integration, automation, data migration, and data governance. Most customers are able to take processes that take days or weeks to complete and shorten them to just minutes using CompXchange.

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Step 1

Identify Workflow Challenge

 

 

  • Communications
  • System Shortcomings
  • Specialized Equity Types
  • Specialized Tax Situations
  • Disparate Systems
  • Manual Forms
  • Manual Data Manipulation
  • Auditing for Data Accuracy
  • Missing Key Events
  • Data Formatting
  • Data Volume
  • Specialized File Formats
Step 2

Define CompXchange Workflow Solution



  • Review your data
  • Utilize stock plan expertise and system knowledge to create a custom solution to any workflow challenge



 

 

 

 

 

Step 3

Apply Technology & Produce Custom Output

 

  • Data mapping technology produces custom outputs, including:
  • Excel Files
  • Word Documents
  • PDF Files
  • Audit Reports
  • Customized Emails
  • Board Memos
  • Flat Files
  • Payroll System File
  • Stock Plan System Files & Outputs

 

Over the past 15+ years, the CompXchange technology solutions CompIntelligence has built have been based on real-world needs of our clients. Our hands-on approach helps you identify the type of challenge you’re facing and creates a solution to solve your challenge – no matter how large or small.

Our Clients: