To manage the complexity

We can handle all of your plan administration, or only the portions you need. Not sure? We’ll leverage best practices from our decades of experience to help you customize the right level of care and service for your company.


Support for the whole spectrum

  • Performance Awards
  • Restricted Stock Awards/Units
  • Stock Options
  • Employee Stock Purchase Plans
  • Stock Appreciation Rights
  • Cash Plans

Streamlined onboarding 

  • Collaborate with you, from day one
  • Coordinate with all departments
  • Weekly updates
  • Seasoned team

Customized reporting

  • Reports 100+ ways, or create your own
  • UBS One Source Mirror feature lets you “co-browse” and see what your participants see
  • US GAAP and IFRS 2 compliant

Heightened compliance 

  • Independently audited and certified every year
  • ISO 27001 audited and certified
  • SSAE18 SOC 1


Find out what we can do for your company. Call 866-706-2727 or email us.