Providers Partner on ‘Insight’ Stock Plan Solution

Plan Management Corporation and CompIntelligence announced a strategic partnership and integration, aimed at delivering a “complete stock plan solution.”

Plan Management Corporation (PMC) and CompIntelligence have launched a new venture called “Insight,” through which the two companies are combining their resources and rolling out a new approach to stock plan systems and administration.

According to the firms, Insight is built on PMC’s OptionTrax program and layers on a suite of customizable products and service offerings, such as CompXchange; an integration platform for HR/payroll; a plan administration dashboard with notifications and alerts for upcoming events; total rewards statements; and a customizable participant experience.

“This all creates an affordable, tailored solution that is unique for every client, built specifically for them,” the firms argue.

Elena Thomas, chief operating officer at PMC, say the ability to customize the firm’s administration platform to each client’s needs using CompIntelligence’s set of enhanced administration apps “is something that is just not available elsewhere.”

Gary Scrofani, president of CompIntelligence, says the partnership and integration is the “logical next step for us as a company … Once we started our discussions it was obvious we had a shared vision for the future.”

Plan Management Corporation is a provider of web-based stock plan administration and securities recordkeeping software. CompIntelligence is a financial solutions company providing equity compensation solutions for companies ranging from small public and private companies to Fortune 100 companies since 2002. Additional information on the partnership is available on the companies’ respective websites.