The complete financial wellness solution for stock compensation
Visualize award value, deliver education, and ensure every employee has a plan for their stock awards.
Help your employees maximize their stock awards
Help every employee make a plan for their stock awards. It’s simple: employees connect their accounts directly and get full guidance to create a plan and take action.
Understand award value
Visualize stock award value while helping employees practically apply their pay to their financial goal.
Create a RSU plan for your goal
Take action towards building wealth, using digital tools like 10b5-1 to automate selling.
Automate tax planning
Create a plan on how much to hold or sell, map tax scenarios, and fully understand projected outcomes.
Why employees choose Candor
See how we help everyone - from your CEO to new grad hires.
I sold $65 Million of my holdings using Candor. They worked with Board of Directors to create a selling plan
CEO
$45B MCAP company
I have been managing all my RSUs with Candor for 2 years. I've saved over $35k in taxes alone.
Director of Engineering
A $100B company
Candor helped me harvest $323K in tax write offs - and ensured my sales did not affect the stock.
CEO
A $14B MCAP company
Candor helped us offer 10b5-1 to all employees, including our CEO and Chairman–the experience has been seamless.
General Counsel
A $14B MCAP company
Legal disclosure: These testimonials represent individual results and are sourced with the permission of the participating company. Individual identities withheld for privacy .
of Candor users report understanding their awards better after using the platform
educate with clarity
400+ articles, videos, and guides for employees
Choose from our extensive education library to customize high-quality content for your company.
Deliver at scale with AI tools built for stock compensation
To have the largest impact on employees, we help you automate back-office functions that stand in the way.
Enforce insider trading compliance
- Electronic 10b5-1 workflow for every employee
- SEC filing suite prepares all forms using AI
- Trade supervision and risk monitoring
300+
Hours saved annually on 10b5-1 administration
Increase employee retention
- Employee analytics for stock award sell / hold usage
- Financial goal achievement rates
- Use data to calibrate awards to retention
Efficient tax settlement strategies
- Model sell to cover vs net withholding
- Ensure stock price stays stable at share settlement
- Fix FMV discrepancies for employees
12x
Reduction in sell-to-cover negative price impact
Plans and pricing
Plans for all public companies, from small caps to large enterprises, including specialized solutions for thinly traded stocks.
Executive 10b5-1
For companies who need 10b5-1 plans and SEC compliance for their Section 16 population.
Core tools
- Digital 10b5-1 plan suite for Section 16 officers
- Automated SEC form filing with EDGAR Delegate
- Proxy and 10K disclosure prep
- Digital compliance with insider trading policy
- Enforcing pre-clearance and holding reqs
- Risk scoring plan for volume and timing
- No commissions on trades
All-employee wellness
For companies looking to deploy stock education, planning and resources to a large employee population.
Everything in Executive, plus:
- Interactive award value visualization
- Personalized RSU planning for all employees
- Tax support for stock awards
- Digital 10b5-1 and open window trading plans for all employees
- 400+ educational resources in video, digital and print
- Insider trading and compliance training
- Live support
Add-on modules
Total Rewards Central
Advanced employee award usage data
Legal SEC Suite
Full SEC filing, including 10K and proxy
Finance Modeling
Stock award tax settlement solutions
Candor automated our 10b5-1 offering and is now helping us with tax settlement modeling
get in touch
Help employees get real value from their equity, automatically
See how Candor can work for your company
Protected by the highest security standards
SEC registered
Government regulated
As an SEC-registered investment advisor, we're held to the highest fiduciary standards - legally required to put your interests first.
SOC 2 type ii certified
Independently audited
Independent auditors verify our security meets the same standards as major financial institutions, protecting personal and financial data 24/7.
SIPC insured
Covered by SIPC insurance
The same protection you get at major brokerages. SIPC insurance safeguards your cash and investments up to $500,000.