True Stock Plan Administration Outsourcing

We deliver a team-based approach to filling the seat in your department that focuses on best practices, management systems to mitigate risk and disrupting the old answer of hiring, training and retaining internal staff.

Challenges You Face

Lack of Subject Matter Expertise

Our team of CEPs provide expert knowledge and best practices in stock administration.

Turnover

We take away the burden of hiring, retaining, managing and replacing a direct hire.

Scaling Your Team

Our solution scales alongside your company’s growth trajectory to provide a seamless experience.

True Stock Plan Outsourcing Features

We provide the most comprehensive outsourcing service available. Our people and processes completely integrate with your company’s operational structure, ensuring accountability and transparency in the management of your stock programs.

A dedicated Account Manager and Operations Team will work with you on:

Day-to-day administration

Participant transactions

Participant support, communication and education

Liaising between agents, brokers, auditors, legal, payroll, etc.

Data flow optimization

Best practice adoption

For every equity system, we are the experts

Frequently Asked Questions

How is your outsourcing team structured?

Once an outsourcing arrangement is closed, an Account Manager will be assigned to your account, as well as a minimum to 2 stock plan administrators. The Account Manager will be your main point of contact of equity plan administration and the two stock plan administrators will provide continuity of support so that someone is always on-hand with direct knowledge of your account and environment. We can then easily scale as you grow by adding additional administrators as needed.

Do you provide an equity platform?

We do not provide equity platform. However, we support all the common equity platforms (Equity Edge Online, Schwab, Fidelity, Shareworks, etc.) and have equity specialists ready to assist.

What is needed of our team in begin the process of scoping and receive a proposal?

We will need you to fill out a standard discovery document that gives us insight into the type and scale of your current environment. Our team is happy to walk you through that document should any questions arise. Following the completion of that, we will be able to provide a quote.

What Our Clients Say

Working with the Stock & Option Solutions Outsourcing Team has been a great experience. I am thoroughly impressed with the quality of their work, how responsive and dedicated their team is, and how from the beginning, we understood how we would work together.”

AVANADE INC.

“I really appreciate all the support and good work the Stock & Option Solutions team has provided us. One of the best things we’ve done is bring in Stock & Option Solutions to help us administer our equity.”

REGULUS THERAPEUTICS

Next Steps

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