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Platform

ESPP.com

The technology layer for employee stock purchase plans that integrates with your existing recordkeeper. Eight modules, one platform built for the most complex global plans. Together they make Cashless Participation® possible at scale.

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Platform capabilities

01

Global by default.

One engine runs every contribution and every purchase in every market. IRS 423 caps, country ceilings, lookbacks, discounts, and local FX applied based on predefined plan parameters and inputs.

02

Designed to support audit and compliance processes.

SOC 2 Type II, ISO 27001, SSO, SCIM, and role-based access down to the segment are standard. Every plan change and every money movement leaves a full trail.

03

Finance & tax, built in.

SBC expense projection, Form 3922, Section 423 tests, disposition tracking, and country statutory reports. All produced by the same system that ran the purchases. Outputs should be reviewed by company personnel and advisors.

04

A defined implementation path.

Data discovery, parallel cycle, and cutover, with a dedicated team. Designed so procurement reviews and audit requests don't slow implementation.

Run every plan, every cycle, in one place.

Eight modules. One platform.

From plan design to the employee portal, ESPP.com runs every plan under one set of rules, on one timeline.

  1. Eligibility, contributions, retention signals, survey sentiment, and communication response live against one employee record. Issues surface while there is still time to act on them.

  2. Offering periods, lookbacks, discounts, country addenda, and blackout windows. Version-controlled, effective-dated, and audit-logged. Make the change once and the timeline carries it through.

  3. One engine runs every purchase cycle globally, across any paycheck type. Contributions validated against IRS 423 caps and country ceilings at source, then settled with lookback, discount, and local FX applied automatically.

  4. Finance teams that adopt Cashless Participation® can reduce ESPP-related dilution by up to 85%. Dilution Management models share usage in real time. SBC Expense Management projects expense and reconciles to GAAP at close. Tax Automation produces Section 423 tests, Form 3922, and country statutory reports.

  5. HRIS, payroll, stock plan administrator, and broker covered by maintained connectors. The Upload Hub and Download Hub handle everything else over file or API. SSO and IT integrations slot into your identity provider.

  6. Participation Analytics shows who is enrolling and contributing, by segment. ROI & Wealth Analytics quantifies the dollar value created for participants. Turnover-Risk Insights flags where retention is most exposed. One source, one set of numbers, engineered to be board-ready and defensible.

  7. Every eligible employee sees one portal: enrollment, contributions, purchase history, and tax lot detail in their own currency and language. Personalized Eligibility resolves country, segment, and tenure rules per participant. On-demand Support answers plan questions in-app, in context.

  8. SOC 2 Type II, ISO 27001, SSO, SCIM, and role-based access down to the segment are standard. Every plan change and every money movement leaves a full audit trail. The 30-day implementation path is defined: data discovery, parallel cycle, and cutover, with a dedicated team and a fixed timeline. Typical implementation timelines may vary based on company-specific factors.

Securities-related services are conducted through Carver Edison Capital, LLC, an SEC-registered broker-dealer and member of FINRA and SIPC.

Carver Edison provides technology infrastructure and broker-dealer supported solutions. It does not provide personalized investment advice.

Run your plan on ESPP.com.

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Certain statements describe potential outcomes of program design. These outcomes are not guaranteed and depend on company-specific factors, employee participation, and market conditions.