CompIntelligence and Plan Management Corporation Announce Strategic Partnership and Integration to Roll Out a Complete Stock Plan Solution Called "Insight"

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Partnership combines dependable technology with unprecedented service and support models to introduce insight to the stock plan industry.

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The logical next step for us as a company is to integrate our solutions with a company like PMC, with a solid core equity solution and a great development team. Once we started our discussions it was obvious we had a shared vision for the future.

CompIntelligence, Inc. and Plan Management Corporation (“PMC”) announced today the launch of their newest venture - nsight. The two companies are combining their resources and rolling out an entirely new approach to stock plan systems and administration. Insight starts with a proven core stock plan system – powered by PMC’s OptionTrax®, and layers on a suite of customizable products and service offerings – such as CompXchange™, an integration platform for HR/Payroll, a Plan Administration Dashboard with notifications and alerts for upcoming events, Total Rewards statements, and a customizable participant experience, to name a few. This all creates an affordable, tailored solution that is unique for every client and making it feel like it was built just for them.

Thomas Cimino, CEO of CompIntelligence said, “CompIntelligence has been a leading solutions provider in the industry for over a decade, and we have seen firsthand what kinds of issues companies are facing with their stock plan management. This venture enables us to provide insight, a complete end to end solution with the exceptional service levels our clients have trusted for years.” Gary Scrofani, President of CompIntelligence added, “The logical next step for us as a company is to integrate our solutions with a company like PMC, with a solid core equity solution and a great development team. Once we started our discussions it was obvious we had a shared vision for the future.”

Elena Thomas, Chief Operating Officer at Plan Management Corporation said, “From our origins four decades ago as a securities transfer agent, PMC has a service business history that continues to define our values, even as a technology-driven company. The fact that CompIntelligence shares our service orientation makes them a uniquely fit partner for us. The ability to customize our leading-edge core administration platform to each client’s needs with CompIntelligence’s flexible set of enhanced administration apps is incredibly exciting, and something that is just not available elsewhere today.”

CompIntelligence is a financial solutions company providing equity compensation solutions for companies ranging from small public and private companies to Fortune 100 companies since 2002. By consistently delivering quality products and exceptional customer service, CompIntelligence has become one of the leading independent service and solution providers in the Equity Compensation industry. CompIntelligence is based in New Canaan, Connecticut with additional locations in Oxford CT, New York, New Jersey, California, Illinois, Florida and Texas.

Plan Management Corporation (PMC) is the industry’s oldest provider of web-based stock plan administration and securities recordkeeping software. PMC specializes in providing comprehensive and intuitive software with personal assistance to small to mid-cap companies, private and publicly-held, using PMC’s over four decades of experience in guiding these companies through all stages of their growth. PMC is the only U.S. based company in the field that is entirely internally funded, broker neutral, and dedicated solely to providing integrated solutions to managing the complete life-cycle of companies’ securities and awards.

For Additional Information:

Justin Docter
insight(at)compintelligence(dot)com
http://www.CompIntelligence.com
203-941-0723

Jen Levine
info(at)optiontrax(dot)com
http://www.optiontrax.com
888-678-8729

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Justin Docter

Jen Levine
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since: 11/2011
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