Tools
Three equity compensation tools. Each one built to work on its own.
Pick the product that fits your current problem. You don't need all three to start. Each tool runs independently and can be piloted in days, not months.
PlanSight
Available nowPlanSight validates your broker submission files before they cause a problem downstream.
Start with the spreadsheet you're already sending to your broker. PlanSight validates it for errors, runs analytics on the underlying plan data, and tracks what changed between submissions. No integrations required.
Where PlanSight adds value
Validate before submission
Catch missing, inconsistent, or risky data before your file reaches your current broker, equity platform, or transfer agent. Errors flagged at the row level, with customizable rules.
Retention, forfeiture, and allocation analytics
Turn spreadsheet data into clear analytics so your team can spot patterns, answer questions faster, and make better decisions.
Version-to-version change tracking
Understand how files evolve over time with clear change tracking that supports review, collaboration, and submission readiness.
Equity Clarity
Pilot NowEquity Clarity gives participants the context their broker portal never will.
Lifecycle-aware education and tax simulation for RSU vests, ESPP enrollment windows, ISO exercise decisions, and qualified vs. disqualified dispositions. Runs alongside any platform your clients already use. No financial recommendations — ever.
Where Equity Clarity adds value
RSU, ESPP, ISO — all active states surfaced
Participants live in multiple equity states at once — vest, ESPP, tax season. The lifecycle engine surfaces them all, prioritized.
Jurisdiction-aware math, fully auditable
Every simulator output is auditable and tied to the participant's jurisdiction and tax year. No silent defaults.
No financial recommendations — built into the architecture
Learn, simulate, review, proceed externally. Never sell, hold, exercise, or enroll now. AI explains — never computes or recommends.
Intelligence
Available nowEquity Intelligence: a knowledge base built for stock plan professionals.
An equity compensation knowledge base grounded in SEC and IRS source material. Cited answers to plan design and tax questions, ESPP and ISO calculators, and scenario modeling for stock plan professionals. Built on a custom LLM trained on equity law — not a general-purpose model given equity prompts.
Intelligence highlights
Custom equity compensation LLM
Trained on SEC filings, IRS guidance, and equity plan documentation — not a general model prompted to answer equity questions. Answers include cited sources.
ESPP, ISO, and RSU calculators
Model ESPP disposition scenarios, ISO AMT exposure, and RSU net share estimates with inputs tied to real plan parameters — not generic assumptions.
Plan design and compliance Q&A
Ask questions about Section 423 requirements, Rule 701 thresholds, 10b5-1 plan mechanics, or ASC 718 treatment. Answers reference the underlying authority, not just a summary.
Next step
Not sure which product fits your situation?
Describe the workflow problem and we'll tell you which tool applies — or whether a custom build makes more sense.