Stock & Option Solutions, An AllShares Company > Services Overview

Services Overview

Our Services

Outsourced Admin

We manage the day-to-day operations of your equity plans so your team can focus on strategic priorities. From participant support and transaction processing to ongoing plan maintenance, our experienced administrators ensure accuracy, compliance, and smooth execution at every stage.

Staffing Solutions

 Our certified equity professionals integrate seamlessly with your team to provide flexible, on-demand support. Whether filling short-term gaps or scaling long-term capacity, we help maintain reporting accuracy, audit readiness, and operational continuity as your equity needs evolve.

6039 Reporting

We simplify year-end 6039 reporting with clear guidance, timely delivery, and accurate filings. Our team helps ensure compliance while improving participant communication and education, reducing risk and administrative burden during one of the most critical reporting periods of the year.

*NEW* Professional Services

We provide strategic equity expertise for complex moments like IPOs, mergers and acquisitions, plan design changes, and operational transitions. Our advisors partner closely with your team to reduce risk, ensure compliance, and deliver clear guidance when stakes are highest.

"Although I've been with Twist for just under 6 month I don't think my first few months would have been as smooth if it were not for both Janet and Janell. They both helped me understand where to access data in PSW, how to use the (new to Twist) JIRA site. Both Janet and Janell are very professional and supportive of the Twist account and I have enjoyed working with them. We laugh together and if we all can't laugh and enjoy working together our days would go by so differently."
Twist
“Professional, timely and all contacts were a pleasure to work with.”
The Medicines Company
“A very well streamlined process with excellent support and guidance from kick off to filing. Thank you!”
Celldex Therapeutics, Inc
"Paramount to our equity administration is our support team at SOS. They are qualified professionals who complete various tasks on time and accurately. They know the value of a partnership and frequently offer suggestions on how to further support our equity administration. The value they add is greater than the cost of hiring full time employees for the same tasks."
Denali
“It was an absolute pleasure working with the Stock & Option Solutions Team on this project.”
Uber
Uber
“The team was so responsive and helpful and expedited our process to meet the deadline."
– Skechers USA, Inc.
– Skechers USA, Inc.

25+ Years as Leaders in the Industry

We provide a full spectrum of tailored solutions designed to simplify and strengthen your stock plan management. Whether you need outsourced stock plan management, equity role staffing, year-end 6039 reporting, or consulting, our team brings expertise to ensure accuracy, compliance, and efficiency at every step.

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