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Stock Plan Administrators

Do questions about option exercises and FAS123R intrude on your day? Would you like to grant controlled access to your finance team and Plan participants so they can get the data they need? Now you can. EASi designed its software to be an information rich, flexible tool to help you do your job more efficiently.
EASi Does It
  • Supports all major grant award types plus ESPP
  • Supports grant re-pricing
  • Provides anytime access to the application via the Internet
  • Provides a Document Repository for efficiently storing, organizing and tracking all stock plan related documents for administrator and employee use
  • Enables access controlled collaboration with your brokers, transfer agents, lawyers and auditors
  • Date-driven data entry enables accurate snapshot views on demand
  • Provides US-based virtual desk-side customer support and training
  • Provides robust reporting that can be filtered by parameters you choose
Portal Promotes Employee Self-Service
  • Enables participants to view grant information
  • Enables modeling of basic exercise scenarios
  • Allows employees to exercise shares with designated brokers
  • Allows brokers to access accounts if desired
  • Provides electronic notification to transfer agents
  • Calculates taxable gain and related tax items in real time
  • Reduces stock plan administrator workload
EASi To Switch
  • Self-service desktop importer enables efficient and accurate data conversion
  • Outsourced data conversion support available as needed
  • Internet based product requires no IT support to install software