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

ARDMORE, Pa., Oct. 20, 2016 /PRNewswire/ -- Plan Management Corporation ("PMC") and CompIntelligence, Inc. announced today the launch of their newest venture - insight. 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 – 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 exemplify just a few of the unlimited possibilities for issuers.  This all creates an affordable, tailored solution that is unique for every client, built specifically for them.

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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 administration platform, OptionTrax®, to each client's needs using CompIntelligence's flexible set of enhanced administration apps is incredibly exciting, and something that is just not available elsewhere."

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."

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

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. 

For Additional Information:

Jen Levine
[email protected] 
www.optiontrax.com 
888-678-8729

Justin Docter
[email protected] 
www.CompIntelligence.com 
203-941-0723

SOURCE Plan Management Corp.