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Go paperless! Automate the delivery of participant stock plan communications via e-mail. Save time; save money; reduce risk!
Are you still wasting time and money mailing or otherwise delivering paper statements for transactions and year-end
summaries or statements? Are employee stock purchases, RSU vestings, and year-ends a nightmare because of the mountains of
paper? SOS Email Xpress can retrieve data from your stock plan administration system and send customized e-mails to
hundreds or thousands of participants with a few clicks.
- Emails customizable to your specifications; match existing paper communications or enhance
- Retrieves or imports required data from your existing stock plan administration platform
- Customize email subject and introductory text easily at any time
- View / review stock plan data retrieved before sending emails
- Sends e-mails from email address you specify
- Installs on your desktop
- Perfect for:
- Purchase Confirmations
- RS/RSU Release Confirms
- Exercise Confirmations
- Pre-vest Communications
- Disposition Surveys
- Year-end Tax Summaries
- Option & Award Summaries
- New Grant Notices
Save Time: countless hours printing, stuffing, and mailing confirmations & statements
Save Money: on printing, paper, envelopes and postage
Reduce Risk: Eliminate the danger of manual processes like the risk of a statement being mailed to the wrong participant
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."
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