Individual User Profiles
Each employee-owner will have a profile to view and save their personalized retirement roadmap.
Recruitment Tool for Potential Employees
Recruitment calculator for HR and Hiring Managers to illustrate the long-term benefits of joining your ESOP.
Store & Distribute ESOP Statements
Save and electronically distribute ESOP, Total Comp and SARs statements.
Global Snapshot of Employee Holdings and SARs
Provides senior management with a global view of all employee ESOP holdings, SARs, and Warrants.
Communication Hub (Docs, News, Calendar)
One central location for all your documents, educational material, corporate announcements, calendars, and news.
Repurchase Obligation Calculator
Instantly calculate the future repurchase obligation. We consolidate all employee retirement target and estimated diversification events to provide an accurate projection of cash needs.