Equity Plan Management

Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs

Manage unlimited vesting schedules, time and/or performance

Use your own custom flexible termination schedules

Process transactions with fewer clicks

Track ESPP cash contributions, share purchases, withdrawals and more

Easy to navigate, real-time summary reporting and transaction details

Flexible report filtering by demographics, award types and variables

Format reports in pdf, html, or Excel

Create ad hoc reports

Report using any as-of date

Produce Performance Award reports using the most robust performance accounting system on the market

Calculate Black-Scholes and intrinsic award values with streamlined assumption generation and expense reporting, including period lock-down

Load custom award valuations

Meet disclosure requirements, including roll-forward, proxy, diluted EPS, tax accounting (ASC 718, ASC 260)

Annual SSAE-16 Type II compliance audit

Online accounts and transactions in a simple, intuitive interface

Custom electronic grant agreements and acceptance

Participant document management

Online modeling and exercising

Multiple exercise models and broker choice