Subject Matter Experts
Work with experienced equity professionals who can anticipate challenges, navigate complex situations, and help your team prepare for whatever comes next.
CompIntelligence provides comprehensive consulting solutions for both OneStream Software and Equity Compensation, backed by decades of experience and best-in-class technology. Our expert team has a proven track record of success. Empowering customers to achieve greater efficiency, accuracy, and scalability is our passion. Schedule a call with us today so we can get you on the right path.
CompIntelligence's managed stock plan services model utilizes your existing equity system to deliver a comprehensive range of solutions customized to meet your unique needs, regardless of your size or complexity.
Keep Your Stock Plan System Accurate and Up to Date
We work directly within your stock plan system to keep it updated, accurate, and ready for the daily demands of plan administration. Our team handles the processing required to keep your program moving, whether you need full-time coverage, part-time assistance, or support from an entire team.
Support Beyond Stock Plan Processing
Our experienced administrators help manage the work that takes place outside your stock plan system. Clients view us as an extension of their team, providing additional bandwidth, specialized expertise, and the peace of mind needed to take on new priorities and whatever may come next.
A Familiar Administrator Who Knows Your Program
Our accessible support model gives you the same dedicated stock plan administrator who understands your program and is ready to answer internal stakeholder questions. We can also provide direct participant support if you would like to route participant calls to our team.
Build More Effective Processes and a Clear Roadmap
We work with every client to define effective stock plan processes and establish clear handoffs. Our subject matter experts identify best practices, technology enhancements, and workflow improvements, then work closely with your team to create an actionable roadmap that can be reviewed and refined over time.
Enhance Your Existing Systems and Reduce Manual Work
We use our own technology alongside your existing systems to eliminate manual tasks and reduce operating costs. As our partnership develops, our technology resources remain available to your team, and we provide recommendations that help your equity program operate at maximum efficiency.
Build and Transition to the Internal Team You Need
When you are ready to transition work to an internal resource, we can help fill your open positions with pre-screened, qualified stock plan professionals. Our recruiting team manages one of the industry’s largest active networks of equity professionals and helps new hires transition into established processes, workflows, and the roadmap we have defined together.
Equity Compensation Managed Services
From day-to-day administration to specialized projects and strategic guidance, CompIntelligence provides flexible support across your people, processes, technology, and service providers.
Select a service area to explore how CompIntelligence can support your equity program.
Managed Services
One coordinated operating partner
Support the recurring and event-driven activity required to keep your equity program accurate, current, and operating efficiently.
Built Around Your Needs
Whether you need targeted project support, a team working alongside yours, or broader ownership of recurring activities, CompIntelligence can adapt to the way your equity program operates.
Why CompIntelligence
Experienced equity professionals, responsive service, and practical technology support give your team the expertise and attention needed to manage your program with confidence.
Work with experienced equity professionals who can anticipate challenges, navigate complex situations, and help your team prepare for whatever comes next.
Our intentionally low expert-to-client ratio gives your organization consistent access, personal attention, and the level of care your equity program deserves.
A dedicated point of contact works as an extension of your team, providing timely answers and dependable support whenever assistance is needed.
Technology expertise and strong marketplace partnerships help your team improve existing systems, reduce manual work, and operate more efficiently.
CompIntelligence helps you get the most value from your software investments and overcome financial performance and equity compensation challenges.
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