Reporting is an add-on module to Stock Plan Companion™.
Reporting with Stock Plan Companion™ uses your stock plan data to create outputs in any format you need.
Choose from a standard set of reports or allow our experts to create one with you.
Standard reports include:
- Total Rewards Statement
- Board Stock Summary
- Exercise Recap
- Future Vest Report
- Grant Summary Listing
- Release Recap
- Participant Statement (Minimalist)
- Participant Statement (Standard)
- Standard Award Letter