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Participant Communication and Decision Support
Enables companies to maximize the value of employee stock
option and restricted share programs to shareholders and employees by insuring
that program participants understand:
- Their Forfeit Value® (increases employee retention)
- Their upside potential (increases employee motivation)
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Participant Communication
and Decision Support
A web-based application designed to be used by financial advisors and stock plan sponsors
and participants to
provide equity compensation communication
and decision support.

Strategy Modeling Software
Models equity compensation exercise & sell strategies to facilitate client decisions that are tax and cash flow effecient.
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Advisor Education
Information and programs to enable advisors
to assist clients with equity compensation planning.
Back Office Support
We can
serve as your equity compensation planning team by providing an
equity compensation analysis for your client or by preparing
a Custom Plan that addresses specific "what-if" situations. |