Frequently Asked Questions

The product is web-based and available 24 by 7 from any Internet connection. Software updates are made regularly and included in your annual licensing fee. We simply upload new releases via the Internet so there is no impact on your corporate IT staff. Each software release is sent with release notes that outline product enhancements and changes.

To simplify conversion, we lead you through a proven implementation methodology. We use data templates to format information to meet our system requirements. Data conversion can be done in one of two ways. We have resources available to guide you through the process if you wish to convert the data in-house or we can refer you to one of our implementation partners that has successfully migrated other customers to EASi. We also have a desktop importer tool that lets you manage the data uploading process according to your timeline with immediate feedback on the status of your files.

EASi was designed to easily import and export information between our system and the leading HRIS and payroll systems.

Absolutely. Our mobility tracking capability is robust and comprehensive. We track over 20 items including things like geographic location, department, section, branch and employment status to properly account for any change of status or move.

No. Our business model is predicated on broker neutrality to enable our clients to choose to work with any broker they prefer.

EASi date stamps all information and preserves pre-split data. You can run reports using any “as of” date you prefer to accurately reflect pre-split and post- split status.

Since EASi software is date driven, it is possible to enter a future date and run projections based on existing award details. We plan to add more comprehensive and flexible award forecasting tools in a future release.

Our employee portal provides significant support to stock plan administrators by handling employee inquiry, execution, and settlement recording with your broker of choice. Plan participants are able to view grant information, model exercise scenarios and exercise their shares with company designated brokers. The system provides electronic transfer agent notification and calculates taxable gain and related tax items in real time. Access to the employee website is included when we implement our product for public companies.

Yes, EASi makes is possible to log in via the Internet, change contribution amounts, and change contribution enrollment status. The ESPP product calculates purchases and allocations. ESPP participants can also review past purchases and check their plan balance.

EASi revalues ESPP grants whenever any modifications are made.

EASi lets you set the report parameters and provides extensive filtering options so you can pull the reporting data you need.

EASi’s 200 standard reports were built for rapid processing. The time it takes to run a report varies based on the level of detail and volume of data. Feedback from our customers tells us they're delighted by our report processing speed.

EASi strives to provide as much flexibility as is practical for all aspects of our system including processing parameters and reporting. When it comes to reports, EASi provides extensive filtering options so you can pull the data you need.

EASi was designed with global clients in mind. We support European date formatting, base currencies and track 22 mobility characteristics.

EASi was designed to be a collaborative software tool that would enable all the players involved in equity compensations to access shared data in real time. We establish controlled access that is role based so stock plan administrators, finance professionals, brokers, auditors, transfer agents and employees can all use the same system.