Stock Plan Companion™

Bring Your Stock Plan Data to Life

Stock Plan Companion

Bring Your Stock Plan Data to Life

With Stock Plan Companion™, the information you need is always just a click away. We connect your existing systems to bring your stock plan data to life! We make your stock plan data go further by giving you more control over your data and quick & easy access to the information you need most.


Stock Plan Companion



Dashboards give you instant access to critical stock plan information, making manually mining and manipulating data a thing of the past. Customized dashboards are pre-configured for you by experts to provide daily updates to crucial data points.


Communications makes it easy to use any fields from your stock plan data to distribute information using pre-built email formats to customize your own communications and strategy. Communications also includes access to Smart Lists to determine who each communication is sent to. Smart Lists create subsets of your population to simplify email distribution, and automatically update as your data changes.

Q&A Smart Search Notifications

Notifications can be sent straight to your inbox to ensure you always have the information you need. These customized alerts inform you of any changes to your data, keeping you compliant and on top of your tasks list.

Smart SearchQ&A Smart Search

Q&A Smart Search makes it easy to get quick answers to questions relating to your stock plan data.


Do Even More with Your Data with Add-On Modules


Integration, consolidation and file creation. Whether using data from your stock plan software, HR/payroll system, spreadsheets, or other data sources, we’ll deliver your data in the format that works best for your business.

CompXcelerateStreamlined business process workflows. Transform time-consuming manual processes that you perform routinely with automation, collaboration, audits, approvals, and other workflow tasks.


Custom reporting. Create outputs in whatever format you’re looking for, such as consolidated spreadsheets, participant statements, board reports, and more.


Scalable plan management, administration, and support. We can be an extension of your team based on your business needs.

Request a Free Demo of Stock Plan Companion