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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