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SOS Data & Technology

The combination of stock plan administration and data expertise with vast industry technology knowledge allows this team to deliver solutions in any stock plan environment. From systems integrations and advanced customized reporting capabilities to interactive employee self-service websites and electronic document distribution and acceptance, we can design, build, and implement the right solution for you. You'll see the advantages through increased time efficiency, scalability, and cutting-edge ideas for managing your equity compensation programs. With SOS, you have a partner who not only understands your business requirements, we can assemble the experienced project management and IT support team to accomplish your goals.

Data & Technology Products

Data & Technology Services
  • Technical Analysis and Recommendations
  • Data Migration/Conversions
  • Software Upgrades
  • Data Transfer Integration & Automation
  • Merger & Acquisition Processing
  • New Vendor Database Implementation
Here's what our clients are saying about SOS Email Xpress:
"We use SOS Email Xpress to send out Year-end Tax Summaries and Purchase Tax Summaries to over 2,500 participants. The product is great. This formerly paper, manual process used to take days and now only takes a few minutes. SOS is great to work with too. I always have confidence that whatever comes up, we can count on SOS."

"After an unfortunate e-mail merge incident, we knew that we had to find an automated and secure method by which to distribute the massive amounts of stock-related communication materials. SOS Email Xpress provided the perfect solution by eliminating the risk of data being incorrectly manipulated in a Microsoft Word mail merge while saving both Stock Administration and HR countless hours of preparation and distribution time. We have been successfully utilizing the SOS Xpress tool for over a year and have had no issues to date. The SOS Email Xpress team was extremely helpful during implementation and have provided excellent continued support. We are confident that this tool will help us securely scale for the growing number of stock-related document distributions."


Need More Information on this topic?

Section 6039 Electronic Participant Statements    Getting Crafty with Crystal: Solving Stock Plan Reporting Issues with Crystal Reports
M&A: Processing    Automated Stock Plan Communications: SOS Email Xpress
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