Employee stock option plans are powerful benefit programs for companies and can provide a significant potential financial opportunity for employees. Morgan Stanley Smith Barney has the flexibility to offer corporations two levels of stock option services.

Full Outsourcing: Total Administration and Participant Services
We offer a full outsourcing strategy for equity plan administration. We manage daily transaction activity and you retain the ability to view and manage data at your desktop via our advanced technology platform. This service is a convenient way to maximize your plan administration, allowing you to focus on your priorities, such as plan design as well as internal and external reporting. We take care of the rest, including managing online grant and online award acceptance, and providing your employees contact channels by phone and Internet. Your employees can make inquiries about their equity plan awards, model using different calculators, or execute a sales transaction.

Partial Outsourcing: Services for Your Participants
We can provide a powerful link between your company’s administration software and our participant resources. We offer this service on a co-source basis: you keep the records for your stock option or restricted stock plan and we perform all the services for your participants, from on-line modeling to sale transactions. This approach allows a company to retain control of the data for employee record keeping and internal reporting while enabling employees to benefit from our multiple touch points for award/grant inquiries and trade execution.

To learn more about our program features, click here.