Bridging Technology& Equity Compensation

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-serve 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. What sets us apart is our employee web portal, giving participants online access to view, print, and save their statements with ease.

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.

Off-the-shelf systems often fall short of meeting every organization's unique requirements. At CompIntelligence, we specialize in creating custom solutions to enhance your stock plan administration system. With extensive experience across all leading platforms, our team works closely with you to design and deliver tailored solutions that address your specific needs, leveraging the latest technology and best practices. Our custom solutions include:

• Employee incentive plan tracking and reporting
• Broker interfaces
• Grant delivery and approval workflows
• System and data source automation

Let us help streamline your processes and optimize your stock plan administration.

CompReporting consolidates and formats data from multiple sources, ensuring your information is always up to date with nightly or on-demand refreshes. Generate reports effortlessly, with the flexibility to create individual PDF files for each statement or a single file containing all statements. Administrators can easily distribute statements to employees with minimal effort.

CompReporting's email functionality makes statement distribution seamless. Customize every aspect of your emails, including sender name, email address, subject line, messaging, branding, and design, for a personalized experience that aligns with your organization’s identity.

We’ll guide you through the rollout of your new plan, or add features to existing plans. We create and manage a detailed plan to ensure milestones are met on time and provide guidance based on extensive experience.

• Total Rewards Report
• Total Equity Report
• Confirmations
• Year-End Tax Summary
• 6039 Compliance
• Equity Excel Calculator
• New Award Letter

Custom websites empower your employees to easily manage their equity plans through a user-friendly interface and streamlines the process of reviews and elections for your team.

• Review/accept grants
• Review/print confirmation statements
• Review/print year-end tax information
• Election portals – for tender offer or other one-time events needing employees to take action.

Eliminating time-consuming manual processes is essential for improving efficiency and accuracy. Our automation review services are designed to identify inefficiencies and replace manual tasks with automated solutions tailored to your needs.

Automation doesn’t have to be costly or time-intensive. Our team pinpoints bottlenecks and seamlessly integrates automation into your business to resolve pain points. Whether you’re implementing CompXchange or optimizing existing automation tools, we ensure you’re set up for maximum productivity and success.