Every stock plan is different. Every stock plan team is unique. Through dependable technology combined with unprecedented service and support models, insight provides the flexibility welcomed by any organization regardless of size, status and lifecycle.

Why You Should Choose insight

With insight two leading industry providers have come together to deliver this new approach through the proven, robust OptionTrax® technology, customized to your individual needs through a suite of enhanced technology modules by CompIntelligence, supported by our unmatched experience and service.

Core Administration System – Powered by OptionTrax®

The core of the insight solution is the OptionTrax equity plan administration platform. Providing flexible and robust tracking and plan and financial reporting, the Core Administration Platform meets or exceeds the functionality provided by other platforms on the market. The additional modules below add enhanced administration features to customize the experience for you and your participants. Learn more about the OptionTrax Core Administration Platform.

Plan Administration Dashboard

The insight Plan Admin Dashboard is the homepage of the insight solution that delivers customized stock plan notifications to the stock plan administration team generated automatically by the insight core administration platform. The notifications displayed in the standard Plan Admin Dashboard include upcoming administrative tasks, equity events, HR/ Legal events, and recent system jobs.


Systems Integration

HR/ Payroll
Insight HR/ Payroll Integration connects payroll and human resource systems to the insight core administration platform to ensure that important tax and employee demographic information is synchronized

Broker Integration

The Universal Direct Broker Interface (UDBI) means that plan grant and activity data from insight transfers automatically to and from a broker overnight. This allows your participants to leverage the full broker participant experience, including electronic exercising, while keeping the insight system up to date. The UDBI Module is available for use with brokers who have established a relationship with the insight system.

Additional Insight Features


Participant Experience

The insight participant portal is directly integrated with the insight core administration platform and is available to all company participants. The standard portal is delivered with the ability for participants to view summary and detailed grant and vesting information, generate their own participant statement, model exercise and release scenarios, review and electronically accept grant agreements and request an exercise. The insight Custom Participant Portal goes beyond the standard portal — you can design your own look and functionality for your participants’ experience, and it can be integrated with other features such as Custom Reports or the Total Rewards Statement.

equity management software reporting

Custom Reporting

While the insight core administration platform covers all of your plan administration and financial reporting needs, we understand that there may be a specific report format that your team prefers or that your executives have requested. Our Custom Reporting module is a robust reporting and file creation tool that utilizes the system integration engine to create and deliver stock plan communications and reporting designed to your specifications.


Total Rewards Statement

The insight Total Rewards solution is an add-on to the Custom Reporting or Custom Participant Portal modules. It produces a statement that can combine many other compensation vehicles with equity compensation, including base pay, bonus, equity, 401k, corporate benefit information, or any number of other sources, into a single report for employees.


Compliance Services

In addition to the reports and alerts embedded in the insight solution, we can provide additional compliance services to manage your 6039 statements and filings, as well as timely electronic Section 16 Filing.


Grant Entry

The first step in plan administration is the recommendation and approval of new grants. The Grant Entry module is your custom designed process flow to manage the recommendation, approval, and final granting of your awards. The module is configured to your specifications to help generate grant amount recommendations (e.g., based on base salary and tenure, rating etc.) to be approved or revised by the management team. With final approval, grants can then be automatically imported into the insight OptionTrax Administration Platform and Participant Portal.


Support & Outsourcing

We have been trusted service providers for over two decades in the equity compensation space. The insight solution is intuitive and easy-to-use, supported by an experienced, best-in-class service team. We offer a continuum of support models, from responsive self-administration system support, to top tier, full outsourced stock plan administration, and FlexSourcing™ for any of your interim support needs. All levels of support have access to Certified Equity Professionals with content, as well as technical, expertise.

Contact Us Today to Discuss Building Your Solution Together