Stock Plan Technology With Your Existing Systems

CompXchange™ Technology Solutions

CompIntelligence combines industry know-how with technology solutions that maximize efficiency and accuracy. At the core of these solutions is CompXchange, our systems integration engine, which works with all stock plan industry systems and data sources.

Our flexible, pre-built solutions allow users to:

  • Integrate industry systems/data sources (HR, Payroll, Stock Plan etc.)
  • Utilize business process automation
  • Build custom reports
  • Send employee communications
  • Create custom formatted outputs
  • Perform calculations
  • Split or consolidate files
  • Audit for data accuracy
  • Handle specialized tax situations
  • Apply custom logic
  • & More! Improve any stock plan process with CompXchange


Click image to enlarge

INTEGRATE | Connect different data sources, including stock plan systems, HR/payroll systems, files and more

AUTOMATE | Automate data exchanges and workflows, no coding required

MIGRATE | Move data back and forth between files and/or systems

GOVERN | Perform audit checks to ensure data is consistent across systems

ANALYZE | Get support from equity compensation experts to analyze and improve your processes


CompXchange™ Implementation

In the CompXchange implementation, we use a 3-step process to solve your workflow challenges. Our team starts by analyzing your current workflows with you to identify areas that can be drastically simplified. We then apply technology that enables integration, automation, data migration, and data governance. Most customers are able to take processes that take days or weeks to complete and shorten them to just minutes using CompXchange.

CompXchange Workflows

Over the past 15+ years, the CompXchange technology solutions we’ve built have been based on real-world needs of our clients. Our hands-on approach helps you identify the type of challenge you’re facing and creates a solution to solve your challenge – no matter how large or small.