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CompXchange (CompIntelligence)

Automate data mapping and streamline file integration.

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Overview

CompXchange by CompIntelligence is not an equity management platform itself, but a specialized middleware solution. It is designed to solve the common problem of data integration between a company's HR and payroll systems (like Workday, ADP, etc.) and their equity administration platform (like Shareworks, Equity Edge, etc.). It automates the mapping and transfer of data, reducing manual work and errors.

✨ Key Features

  • Data Mapping & Transformation
  • Automated File Integration
  • Connects HR/Payroll to Equity Systems
  • Reduces Manual Data Entry
  • Handles Complex Data Requirements
  • Secure Data Transfer

🎯 Key Differentiators

  • Deep, specialized expertise in equity compensation data.
  • Pre-built knowledge of the data requirements for major HR and equity platforms.
  • Combines software with expert consulting and support.

Unique Value: Saves time and reduces risk by automating the complex and error-prone process of data integration between HR/payroll and equity systems.

🎯 Use Cases (4)

Automating the flow of new hire data from an HRIS to a stock plan system. Sending payroll data (e.g., ESPP contributions) to an equity administrator. Returning taxable income data from the equity platform to the payroll system for processing. Streamlining data management during a conversion from one equity platform to another.

✅ Best For

  • Large companies with disparate HR and equity systems.
  • Stock plan administration teams spending significant time on manual data reconciliation.
  • Organizations that require complex data transformations between systems.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies using a fully integrated HR, payroll, and equity system.
  • Small startups with a low volume of equity transactions.

🏆 Alternatives

Custom-built scripts Manual processes (spreadsheets) General ETL/iPaaS tools

Offers a purpose-built solution with domain expertise, which is more reliable and efficient than building and maintaining custom scripts or using generic integration tools that lack knowledge of specific equity data fields.

💻 Platforms

Web

🔌 Integrations

Connects various HR/Payroll systems (source) to various Equity platforms (destination)

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SOC 2

💰 Pricing

Contact for pricing
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