Communications is included as a standard feature of Stock Plan Companion™.
Stock Plan Companion™ makes it easy to use any fields from your stock plan data to distribute information via email. Pre-built email templates for common communications are available to get you started.
Additionally, Stock Plan Companion™ allows you to create your own email templates, with features like dynamic fields. Emails can be sent on the fly or scheduled in advance.
Smart Lists create subsets of your population to simplify email distribution. These lists automatically update as your data changes, so they’re always accurate. With Smart Lists, you no longer need to run reports in order to pull lists for email communications. Simply add recipients to a Smart List from any Dashboard, then select the appropriate list when you’re ready to send your email.
Reporting Add-On Module
Using the Reporting add-on module, you can include attachments to emails such as personalized participant statements, plan documents, and more.