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Effective education and communications are vital for the success of stock plans, as research demonstrates. Your company can maximize the value of its stock plans with any of our three main corporate services: content licensing, bulk memberships, and custom stock plan websites.

Content Licensing

"Great content. You have the ability to explain very technical tax stuff and make it understandable."
Linda Hart, Director,
Payroll & Stock Administration, Box

The award-winning features of are available for licensing, customization, or integration into your company's website, email newsletters, and/or other communications materials. Some or all of our content and/or tools can be seamlessly built right into your HR or benefits portal with our Knowledge Center (see how it works in our video tour).

For pricing and a proposal, contact or call us at 617-734-1979.

Bulk Subscriptions For Stock Plan Staff And/Or Participants

Many companies buy bulk subscriptions to Premium Membership at discounted rates. Bulk memberships give full access to our editorial content, the myRecords portfolio-tracker, and our dynamic calculators and modeling tools.

"We license the Knowledge Center from Our employees are very happy that we have made this information available to them. Thanks for putting up such a great site!"
Helen Idnani, CEP,
Stock Administration Manager, Marvell Semiconductor

  • Too many questions from employees and executives? Rolling out a new stock plan or new type of stock award, such as RSUs? Our award-winning educational content is intuitively organized and easy to understand, giving your employees and executives a self-service way to answer their questions.

  • Do employees and executives need a secure place to store grant data and calculate the value of their holdings? The flexible and powerful tools of can help.

We provide confidential promotional codes for registration/upgrade, so no IT department is needed to implement bulk Premium Memberships. We can even prepare the related email communications to your employees. For details, contact us at or 617-734-1979.

Custom Stock Plan Website

With special custom versions of, companies can import their employees' stock plan data into the online portfolio-tracker, post their stock plan documents, tailor the extensive educational content to their plan specifics, and further modify the site to fit their look and feel. We can customize all the content, calculators, and tools on to fit your company's stock plans, employee culture, and corporate goals. Our tools are so innovative and useful that we received a patent! For more information, contact

Our Clients

Below is a selection of companies that have licensed our content and/or have purchased bulk Premium Memberships for staff training and education. Each has a tailored, cost-effective arrangement that adds substantial value to their offering, marketing, and staff development.

Bank of New York Morgan Stanley Smith Barney
Computershare Charles Schwab
Deutsche Bank E*Trade
Optrack Fidelity

"The Knowledge Center is a valuable supplement to the educational resources we offer our associates. They find the tax information and annotated tax forms extremely helpful."
Nancy Kennedy, CEP,
Former Manager Executive Stock Planning, Staples

Marvell Semiconductor
Cardinal Health
Fifth Third Bank
T. Rowe Price
Alexion Pharmaceuticals
Array Biopharma
Chesapeake Energy
Clovis Oncology
Ironwood Pharmaceuticals
Axcan Pharma
Rohm and Haas
BRE Properties
Compass Bank
Astoria Financial
Dollar Tree Stores
Virginia Financial Group
Paul Weiss Rifkind Wharton & Garrison
Latham & Watkins
First Energy Corporation
Intrabiotics Pharmaceuticals
ESCO Technologies
BNSF Railway
Odyssey RE