Why EASi?
- Work with the broker of your choice
- Maintain full ownership and control of your data
- Have access to reports anytime you want
- Get superior reporting capability
- Offload taking calls, trades and settlements by giving your broker or agent access to real time data in EASi
- Reduce the cost of equity compensation management and reporting across your entire company, not just your department
- Spend 1/2 to 1/3 the cost of other options
Full outsourcing provided by brokers, transfer agents and banks traditionally includes recordkeeping services, data management and reports and a charge for employee portal upkeep. You still need a plan sponsor to create files and send all grant information, new hires, terminations and up-to-date tax information. So, plan administrators don’t eliminate these tasks when they choose to outsource. With EASi, you use a convenient desktop self-service importer to upload data according to your timeline with immediate feedback on the status of your files.
The fully collaborative EASi model revolutionizes the way stock plan administration is done. Via EASi’s web-based software you provide controlled access to real time date 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 employees can use the EASi self-service portal to get annual statements. EASi provides audit reports on demand to reconcile broker and transfer agent activity.