Stock Plan Service Providers BROKERAGE FIRMS, TRANSFER AGENTS, AND OTHER THIRD-PARTY STOCK PLAN ADMINISTRATORS CAN ENHANCE THEIR OFFERINGS WITH OUR AWARD-WINNING CONTENT & TOOLS

We are the leading independent educational resource on equity compensation. Our excellence is attested by our awards and media coverage, our US patent, and the praise of people who use the site and license our content.

Your association with our trusted name and unbiased, authoritative content makes your services more than just administration, record-keeping, and execution. With licensed content from myStockOptions.com, whether on your participant site, for staff training, or in email newsletters, you offer expert educational resources.

• Improve and expand your stock plan education and communication services.
• Strengthen your relationship with corporate clients and plan participants.
• Cut costs: reduce traffic to your call center by directing participants to our authoritative content, seamlessly integrated into your website.
• Train staff and financial advisors with Premium Memberships at myStockOptions.com, including access to our interactive courses and exams, and our engaging podcasts. With full premium access, they can also read our articles and FAQs to stay current on developments in equity compensation and answer client and participant questions.
• Registered CEPs and CFPs can earn 50% of their required continuing-education credits through our self-study courses.

Our Partners

Our licensing partners make stock plan education a key benefit of their offerings. Below is a selection of companies that have licensed our content, each with a tailored, cost-effective arrangement.

Add Value To Your Corporate Relationships And Achieve Your Goals

	"We get great client responses and feedback on your content for our participants. It's a great selling point, as both clients and prospects see it as a wonderful value-added offering." Major stock plan service provider

You can attract and retain corporate clients by building our educational content and/or tools into the site that plan participants use to view their holdings in stock options, employee stock purchase plans, restricted stock, restricted stock units, performance shares, and stock appreciation rights. These features help companies improve their stock plan communications and education. This demonstrates that you are a true partner with your corporate clients. In addition, plan participants tend to keep assets (e.g. stock plan gains) with providers who offer robust websites that demonstrate their commitment to investor education.

The Knowledge Center of our educational content is easy to customize, brand, and integrate into your stock plan participant and sponsor sites. Combine your own features, such as online viewing of grant data or ESPP holdings and the execution of option exercises and company-stock sales, with customized versions of our dynamic tools and educational resources. Click here for a video tour.

Fuse online viewing, our award-winning tools and educational content, and stock-trade execution in one interface. Your clients receive these features from their 401(k) providers; you can now offer these types of features as a leading-edge stock plan service provider. Our special services, training, ongoing education, content, and tools for your financial advisors and stock plan services staff can also help you offer high-quality financial recommendations to employees and executives.

	"Telling clients and prospects that we license your content makes a difference." Brokerage firm / stock plan service provider

Demonstrate Your Commitment To Investor Education

The tools and content of myStockOptions.com appeal to employees (at all levels) and executives, with a theme that encourages financial planning, the long-term value of stock compensation, and wealth-building. Our best-in-breed tools are so innovative and useful that we recently received a patent. Licensing our content and tools shows your commitment to helping companies maximize the value of their equity plans and to helping participants make smarter and better-informed financial decisions. Plus, your relationship with myStockOptions.com brings marketing advantages and cost savings that meet your ROI needs.

The advantages of your relationship with myStockOptions.com go beyond our expertise in editorial development, website management, content updating, training, and publishing. Your website will incorporate premium MSO+ tools and content that are available only by license or by subscription. This will quantify the substantial value that is added to your website by placing a dollar value on what you provide to your corporate clients.

Join Our List Of Partners

Stock plan service providers who would like to explore the licensing of our content and/or tools, or memberships for their staff, should contact Bruce Brumberg (President of myStockOptions.com) directly at Bruce@myStockOptions.com or at (617) 734-1979. We are the proven first choice for these types of resources. Please contact us to learn more.

Providers that also handle nonqualified deferred compensation will want to look at the licensing information at our newest website, myNQDC.com. Executives and key employees often participate in both NQDC and stock plans.

Lobby Your Stock Plan Service Provider

	"You have done great things for our participants." Stock plan service provider

Offering conflict-free, independent third-party educational resources to your participants is vital to the success and credibility of your stock plan. It is very important for service providers to hear directly from their corporate clients about the value of the myStockOptions.com educational resources. If your company uses a participant website from a stock plan or software provider that does not include our content and/or tools from us, please contact Bruce Brumberg directly at Bruce@myStockOptions.com to learn how you can help make our service available. Thank you.

Alternatively, we can build a custom stock plan website for your company.