Role-specific portals
Provide tailored views for participants, executives, board members, and shareholders, each with the right level of detail.
Clarity is critical when it comes to ownership.
The Communication Portal keeps employees, investors, and internal teams aligned with clear, up-to-date equity information, every step of the way.
Whether it’s rolling out a new plan or preparing for a board meeting, the Communications Portal gives each stakeholder secure access to the equity data that matters to them.
Provide tailored views for participants, executives, board members, and shareholders, each with the right level of detail.
Launch new plans with guided communications, pre-loaded materials, and participant tracking.
Manage content, access, and permissions directly, keeping messaging consistent and governance tight.
Track who’s seen what, when, and where, helping you spot gaps and improve understanding.
Share statements, grant letters, and board docs through a single source of truth with audit-ready controls.
Our advisory team works closely with you to plan and deliver communications that resonate with stakeholders, ensure regulatory clarity, and adapt as your plans evolve.
Rollout planning
Define who needs to know what and when, to deliver effective communications across all stakeholder groups.
Message framing & templates
Craft clear, role-specific messaging that simplifies plan details and supports understanding.
Engagement tracking strategy
Set up and interpret communication analytics to measure awareness, participation, and follow-up needs.
Board & executive briefing prep
Prepare stakeholder-facing materials that explain plan design, impact, and rationale with clarity.
Feedback & iteration guidance
Gather input from stakeholders and refine communications to improve clarity and engagement over time.