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Managed stock plan long-term solutions


With CompXsourcing, the CompIntelligence managed stock plan services model, our team works with your existing equity system to provide you with a wide range of services, no matter what your size or need.

The CompXsourcing Model

CompXsourcing allows you the flexibility to select the services you need.

We customize your plan to meet your needs and fit your budget.

Get Long-Term Assistance
  • Stock Plan Administration:

    We work within your stock plan system to keep it updated and accurate. Our team handles all 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.

  • Stock 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.

  • Communication & 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 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 manage your plans most effectively.

  • Technology 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 & 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.

The CompXsourcing Difference

  • Subject matter experts with years of experience 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 will always get the assistance you need
  • Technology services and solutions help you best leverage your existing systems
Get long-term assistance. Contact us online

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