Ranked #1 by CFOs for Private Companies
"Our CFO just came back from a high-level CFO conference and they ranked EASi as the #1 Stock Plan application for private companies! And, your customer service has been great."E-mail accolades from an EASi customer
EASi Advantages over Outsourcing
Tired of being captive to your vendor's timelines and limitations? Want to own and control your data? Want best-in-class SEC reporting? Get the best of both worlds with EASi's co-sourcing model.
Plan administrators still have to have their hands in the mix when they outsource. You still need to create files and send grant information, new hires, terminations and up-to-date tax information to your outsource partner. Full outsourcing provided by brokers, transfer agents and banks traditionally includes recordkeeping services, data management and reports and a charge for employee portal upkeep. With EASi, you use a convenient desktop importer to upload data according to your timeline. You get immediate feedback on the status of your files. You have a powerful platform that gives you flexibility and access and eliminates extra charges for special requests.
The fully collaborative EASi model revolutionizes the way stock plan administration is done. Via EASi's web- based platform, you provide controlled access to real-time data for use by your broker, agent, employees, auditors, tax, accounting, treasury, finance, payroll, legal and HR colleagues. EASi helps offload the inquiry, execution and settlement functions to your broker of choice. Trade confirmations are sent by the broker and participants can use the EASi self-service portal to get annual statements and accept new grants. EASi provides audit reports on demand to reconcile broker and transfer agent activity. You can also work with one of EASi's outsourcing partners to harness the power of the EASi platform.
You can easily convert and reconcile your data to:
- Upload data at your convenience
- Maintain full ownership and control of your data
- Access the EASi participant portal or your broker's portal
- Run reports on demand or scheduled; customize report information
- Keep tax and demographic information in sync with an off-the-shelf Payroll/HRIS interface
- Provide employees access to their own data and statements
- Get comprehensive ASC 718 and SEC reports
"I scheduled a one-hour call with Danielle to cover a variety of questions I had accumulated. She spent over 2 hours with me and knocked about 30 questions off of my list. She explained how EASi calculates various items, how to enter performance grants into the system so that the expense will calculate correctly and the vesting schedule is correct, and how our Board of Directors should be set up so that their expense calculations are accurate. Her knowledge of the EASi system is extremely impressive and invaluable." Ann Thorton
Corporate Accounting Manager
Brady Corp