Compliance Solution
6039
Streamline Your 6039 Compliance with Confidence
CompIntelligence offers a secure, full-service solution for 6039
compliance, covering employee statements, Forms 3921 and 3922,
IRS filings, and a self-service website for employees—all included
in our standard package.
We handle the heavy lifting, from obtaining required data files to
managing the entire filing process. Our employee web portal gives
participants online access to view, print, and save their
statements with ease.
Systems Integration
Data Migration and System Implementation
Connect Your Systems with Confidence
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.
Tailored Technology
Custom Development
Solutions Built Around Your Requirements
Off-the-shelf systems often fall short of meeting every
organization's unique requirements. Our team designs and delivers
tailored solutions that enhance your stock plan administration
system using extensive platform experience, current technology,
and industry best practices.
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Employee incentive plan tracking and reporting
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Broker interfaces
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Grant delivery and approval workflows
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System and data source automation
CompReporting
Report Building
Consolidated Reporting Without the Manual Work
CompReporting consolidates and formats data from multiple sources,
ensuring your information is always current through nightly or
on-demand refreshes.
Generate individual PDF files for each statement or one combined
file containing all statements. Administrators can then distribute
reports to employees with minimal effort.
CompReporting
Customizable Report Distribution
Deliver a Consistent, Branded Experience
CompReporting's email functionality makes statement distribution
seamless. Customize the sender name, email address, subject line,
messaging, branding, and design for an experience aligned with
your organization’s identity.
CompReporting
Popular Reports Created with CompReporting
Flexible Reporting for Your Most Important Needs
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Total Rewards Report
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Total Equity Report
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Confirmations
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Year-End Tax Summary
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6039 Compliance
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Equity Excel Calculator
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New Award Letter
Employee Experience
Custom Websites
Simplify Employee Reviews, Elections, and Access
Custom websites empower employees to manage their equity plans
through a user-friendly interface while streamlining reviews and
elections for your internal team.
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Review and accept grants
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Review and print confirmation statements
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Review and print year-end tax information
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Election portals for tender offers and special events
Process Optimization
Automation Review
Replace Manual Work with Smarter Processes
Our automation review services identify inefficiencies and replace
manual tasks with automated solutions tailored to your needs.
Whether you are implementing CompXchange or optimizing existing
automation tools, our team pinpoints bottlenecks and helps ensure
your environment is set up for maximum productivity and success.
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