Systems Integration & Process Improvement

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 include:

HR Payroll Xchange

Automate communication between your HR/Payroll and Stock Plan system. Eliminate touch points and keying errors and ensure consistent and accurate data across multiple systems. Works with all major HR/Payroll and Stock Plan systems.
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Grant Rec & Approval Xchange

Model grant scenarios and calculate potential LTI grant amounts based on a grant issuance formula. Manually override grants and entries. Seamlessly bring the calculations and data into your equity system or any other destination.
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API Xchange

Build API endpoints that will pass API data directly as generated from a source API or other data sources.
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Communications Xchange

Distribute email communications to your participants, populated with any fields from your stock plan data, and customized with your own company branding.
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Reporting Xchange

Robust reporting and file creation capabilities that eliminates the need for cutting, pasting, and other manual manipulation of equity plan data. Examples include Total Equity Report/Optionee Statement, Release Confirmation, Exercise Confirmation, Total Rewards, Year-end Tax Summary, & Account Reconciliation Documents.
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Custom Xchange Solutions

Customize your automation based on your company needs. We use the CompXchange integration engine to pull in data from your systems and data sources, and create a solution that simplifies your processes.
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The world’s leading companies trust CompXchange technology solutions

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.

Identify Workflow Challenge
- Communications
- System Shortcomings
- Specialized Equity Types
- Specialized Tax Situations
- Disparate Systems
- Manual Forms
- Manual Data Manipulation
- Auditing for Data Accuracy
- Missing Key Events
- Data Formatting
- Data Volume
- Specialized File Formats
Define CompXchange Workflow Solution
- Review your data
- Utilize stock plan expertise and system knowledge to create a custom solution to any workflow challenge
Apply Technology & Produce Custom Output
- Data mapping technology produces custom outputs, including:
- Excel Files
- Word Documents
- PDF Files
- Audit Reports
- Customized Emails
- Board Memos
- Flat Files
- Payroll System File
- Stock Plan System Files & Outputs

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.