Stock Plan Outsourcing & Administration

CompXsourcing™ Managed Stock Plan Services

CompXsourcing™ Managed Stock Plan Services

CompXsourcing™ Managed Stock Plan Services strives to build close relationships with your business team to deliver a full range of flexible stock plan solutions.

CompXsourcing™ is a full-service stock plan administration solution. Our team works with your existing equity system to provide you with a wide range of services, no matter what your size or need. We provide dedicated support from subject matter experts, time-saving technology that eliminates manual tasks, and stock plan resources as an extension of your team.


The CompXsourcing™ Difference

  • Subject matter experts with years of experience to help you anticipate and navigate any scenario.
  • System experts with partnerships with the leading software and brokerage system providers in the marketplace.
  • A dedicated point of contact is assigned to your account, working seamlessly as an extension of your team.
  • Our low expert-to-client ratio means you’ll always receive the care and attention you deserve.
  • Quick response is guaranteed, so you can rest assured that you always get the assistance you need.
  • Technology services and solutions to help you best leverage your existing systems.


The CompXsourcing™ Model

Plan AdministrationStock Plan Administration: Processing | We work within your stock plan system to keep it updated and accurate. Our team handles all of the processing to make sure your daily plan administration needs are taken care of. Whether you need full-time coverage, part-time help, or need a team, our model will support you.

Client-Side TasksStock Plan Administration: Client-Side Tasks | Our experienced administrators allow us to help with the work outside of your system beyond stock plan processing tasks. Our clients see us as an extension of their team that allows for more bandwidth, expertise and peace of mind to take on whatever might come next.

Stock Plan SupportCommunication & Support | Our accessible approach to support means that you have the same dedicated stock administrator at the ready to answer your internal stakeholder questions or support your participants if you’d like to funnel their calls to us.

Advisory ServicesAdvisory Services | We work with every client on effective stock plan process definition and hand-off. Our subject matter experts are able to identify best practices, technology enhancements, and other improvements to your current workflow. We work closely with you to put a roadmap in place to consider recommendations on an ongoing basis to most effectively manage your plans.

Technology ServicesTechnology Services & Solutions | We utilize our own technology alongside your existing systems, enabling us to eliminate manual tasks and save you money. As we build our partnership, our technology resources are available to you, and we will make technology recommendations to help you run at maximum efficiency.

Recruiting & StaffingRecruiting & Staffing | You may eventually want to transition to an internal resource. We can help you fill your open positions with screened, qualified stock plan professionals. Part of what makes us great is that we have an active team managing the largest available network of stock plan professionals in our industry. We will assist you in transitioning them into their role by leveraging the processes, workflows, and roadmap we have defined together.


Need help finding the right solution?

Request a free consultation with one of our leading industry advisors to discuss the best solution for your organization’s unique challenges and goals.

To request a free consultation, please contact us by filling out the form to the right.