Stock Plan Companion™

Stock Plan Companion Dashboards


Dashboards are included as a standard feature of Stock Plan Companion™. 

With Stock Plan Companion™ Dashboards, your most critical information is easily accessible when you need it most by using your existing stock plan data.

SPC Dashboard

Our experts will work with you to create customized dashboards based on your specific needs.

From any dashboard, you can:

  • Display data through graphs, charts, etc.
  • Export summarized data or all underlying data in the form of an .xls or .csv file
  • Add to Smart List for use in future Communications
  • Subscribe to Notifications, sent to your inbox daily


Finance Dashboard