Brokerage firms, transfer agents, and other third-party stock plan administrators can enhance their websites, newsletters, staff training, and participant meetings with our award-winning content and tools.
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"Telling clients and prospects that we license your content makes a difference."
Brokerage firm /
stock plan service provider |
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- Your association with our trusted name and offerings positions your services as more than just administration, record-keeping, and stock option execution and sales. With myStockOptions.com on board, you offer dynamic and comprehensive stock plan education resources.
- You strengthen your relationship with your corporate clients and stock plan participants, increasing their satisfaction with your services.
- Reduce the number of participant questions, the amount of traffic to your call center, and the associated costs by directing plan participants to our content on your site.
- You can train your staff and financial advisors with our interactive content, quizzes, and podcasts. With full premium access, they can stay current on developments in equity compensation and easily answer research questions. Registered CFPs and CEPs can earn continuing-education credits.
Our Partners
Our licensing partners, each with a cost-effective arrangement tailored to their needs, have included:
 
 
Add Value To Your Corporate Relationships And Achieve Your Goals
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"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 |
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Plan participants tend to keep investable assets (e.g., stock plan gains) with providers who offer robust websites that demonstrate their commitment to investor education. You can attract and retain 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.
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 and execution of stock options and company-stock sales, with customized versions of our dynamic tools and educational resources. 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.
Demonstrate Your Commitment To Investor Education
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"I continue to receive good feedback on the inclusion of your product in our offerings. You greatly enhance our participants' experience."
Transfer agent/
stock plan service provider |
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| 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 licensing our content and/or tools 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.
Lobby Your Stock Plan Service Provider
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"You have done great things for our participants."
Stock plan service provider |
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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.
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