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Equity Compensation Services

from insightsoftware

Access Extensive Industry Knowledge To Maximize the Effectiveness of Your Stock Plan Administration

Our consultants are experts in tax and accounting issues. We can help you address and resolve questions about complex accounting, reconciliation, and taxation issues. We support that with robust customer support, extensive online resources, regular software updates, and a commitment to ensuring you derive the maximum value from your investments through an unwavering focus on innovation, accuracy, compliance, and service.

Full Outsourcing

When you require a comprehensive, turnkey equity management solution.

  • Grants

  • Releases

  • ESPP purchases

  • Document management

  • Award processing

  • Other record-keeping administration tasks

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Professional Services

Complement your existing team by adding certified professionals with deep knowledge of equity compensation management.

  • Plan design assistance

  • Training services

  • Accounting setup and reconciliation

  • Data services/audits

  • Corporate actions – mergers, acquisitions, stock splits, spin offs, tender offer/liquidity events

  • Custom reporting

  • Tax rate services

  • IPO Support

  • Complex accounting needs

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Inquire About Services

Please use the form below to request services for your organization. An expert will be in touch regarding scheduling and pricing.

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