Managed Stock Plan Services

The Gold Standard in Stock Plan Administration

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.

Daily Plan Administration

Processing

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.

Equity Compensation Managed Services

Extend Your Team With the Expertise to Keep Your Equity Program Moving.

From day-to-day administration to specialized projects and strategic guidance, CompIntelligence provides flexible support across your people, processes, technology, and service providers.

How We Support You

Select a service area to explore how CompIntelligence can support your equity program.

Your Team
Stock Plan Administration Human Resources Payroll Finance Legal
Managed Services

One coordinated operating partner

Your Providers
Stock Plan Systems Transfer Agents Payroll Providers Participant Support Other Vendors
01 Current Service Area

Stock Plan Processing

Support the recurring and event-driven activity required to keep your equity program accurate, current, and operating efficiently.

Recurring administration Event processing Data review and reconciliation

Built Around Your Needs

Choose the level of support that works for your team.

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

The CompIntelligence Difference

Experienced equity professionals, responsive service, and practical technology support give your team the expertise and attention needed to manage your program with confidence.

Subject Matter Experts

Work with experienced equity professionals who can anticipate challenges, navigate complex situations, and help your team prepare for whatever comes next.

Low Expert-to-Client Ratio

Our intentionally low expert-to-client ratio gives your organization consistent access, personal attention, and the level of care your equity program deserves.

Responsiveness Assured

A dedicated point of contact works as an extension of your team, providing timely answers and dependable support whenever assistance is needed.

Technology & Expert Assistance

Technology expertise and strong marketplace partnerships help your team improve existing systems, reduce manual work, and operate more efficiently.

COMPINTELLIGENCE EQUITY COMPENSATION

Ready to take the next step?

Contact Us