Corporate Services


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. Our resources are frequently recommended as helpful expertise for plan participants by organizations such as the National Association of Stock Plan Professionals and the magazine Plansponsor.

Content Licensing

"We license the myStockOptions Knowledge Center. 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 inquiries from employees and executives?
  • Tax questions you prefer not to answer?
  • Rolling out a new stock plan or new type of stock award, such as RSUs?

Our award-winning educational content is engaging, easy to understand, and intuitively organized, giving your employees and executives a convenient self-service way to answer their questions and to improve their knowledge of stock compensation.

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 product (see how it works in our video tour and information page). All of this can be set up with a simple link from your HR/benefits/compensation intranet and does not require any sign-in.

  • engaging articles
  • 800+ FAQs
  • Tax Center on withholding, reporting, and filing rules, with helpful annotated diagrams of IRS forms
  • lively videos on equity awards and the related taxation
  • informative podcasts about many topics in stock compensation, including interviews with our expert contributing authors
  • myRecords, our portfolio-tracker for stock options, SARs, and restricted stock
  • calculators and modeling tools
  • glossary of terms, including an app for all mobile devices
  • Global Tax Guide about the taxation of equity awards in over 40 countries
  • fun, informative quizzes

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

Bulk Premium Memberships For Stock Plan Staff And/Or Participants

  • Do your stock plan, HR, finance, and/or legal teams need an always current, practical resource on stock compensation and related topics?
  • Do you want to give executives and directors resources with special expertise about their stock grants?
  • Do employees and executives need a secure place to store grant data and calculate the value of their holdings?

Many companies buy bulk premium memberships at discounted rates. Bulk premium memberships give full access to our editorial content, our continuing education self-study courses in the Learning Center, the myRecords portfolio-tracker, and our dynamic calculators and modeling tools.

"The content is comprehensive and easy to understand. You folks have saved me numerous times when questions have been directed my way by our employees."
Jeff Mowery,
VP of Finance,
Supreme Corporation

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, please 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, please contact us at or 617-734-1979.

Our Clients

Below are some of the companies that license or have licensed our content and/or bulk premium memberships for staff training and education. Each arranged a tailored, cost-effective service to add substantial value to their offering, marketing, and staff development.

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

"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

As well as:

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
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