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       A seamless integration.

Technology Advantage.

Siebert Corporate Services and insightsoftware have an active technology partnership that provides your equity compensation participants with an industry leading resource of stock administration and reporting

Advantages 

Real-time, enhanced reporting communications.

We can help maximize efficiencies and increase reporting transparency.

Siebert offers a FIX connection which provides the fastest experience to transfer data, which for you means no matter the size of your plan or the amount of data transfers for your participants, you will receive reporting updates and access administrative needs in real time.

Your data is always up-to-date so you have access when you need it.

Streamline your book keeping.

How long to you spend manually keeping track of your equity compensation plan key dates and scheduling? Monitoring and managing this is simplified.

Flexible Administration Options

Choose exactly what’s right for your organization for the level of involvement you would like in managing your stock plan. You can feel confident that our personalized solutions will help you streamline processes, improve productivity, and tighten compliance.

Benefits of working with an administrative and reporting platform: 

• Administer multiple, separate award types from one convenient place
• Access a complete audit trail of transactions
• Easily cancel, replace, or modify grants
• Receive alerts that let you know when an activity requires your attention
• Choose the administration level that works best for you—full or partial

We've got you covered.

Siebert partners with multiple technology companies to give you the flexibility of selecting the perfect administration and reporting platform to combine with brokerage services.

Stress-Free Equity Compensation Management


Learn more about our advantages, personal service and plan support.

Schedule a demo.

We are happy to set up a call or meet to discuss your needs in more detail or answer any questions you may have.

About insightsoftware

insightsoftware is a leading provider of reporting, analytics, and performance management solutions. Over 30,000 organizations worldwide rely on us so they can proactively drive greater financial intelligence across their organization. Our best-in-class solutions provide customers with increased productivity, visibility, accuracy, and compliance.

insightsoftware Participant Portal


• From they self-service Participant Portal, plan participants can view and accept grants, model exercise scenarios, and if your company is public, exercise their options with Siebert's Trading Platform. The insightsoftware Participant Portal utilizes single sign-on through Siebert to streamline participant access

• The powerful notification functionality lets stock plan administrators set up automated email alerts and reminders, like grant expiration, exercise approval or an upcoming restricted award taxable event.

• The participant portal makes it easy and convenient for ESPP participants to enroll during offerings periods, adjust their contribution election amount, review past purchases and check their plan balance.

 

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