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Get unbiased first-hand insight into key aspects of the digital experience from the perspective of actual plan participants using authenticated stock plan accounts.
The following components are included:
- UPDATE REPORT
Highlights essential changes to content, design, and functionality of stock plan services platforms. This abridged report offers a quick analysis of site changes since our last update in 2018. - SCREENSHOTS
Visualize the sites through the eyes of participants with our screenshots of stock plan sites. - UNABRIDGED REPORT
Delivers a full, detailed review of the digital experiences offered by leading firms. As a complement to the Update Report, this version offers a deeper dive into each firm’s strengths and weaknesses. - CAPABILITIES MATRIX
Get a side-by-side comparison of each firm’s capabilities to quickly understand how the digital experience differs.
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