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Why Customers Switch to EASi

"EASi's software is a web-based solution whereby we manage the stock plans for our clients yet the client retains live access, has security and system controls in place and audits and tracks user entries.

No other system has the robust reporting capabilities found in EASi's FAS 123R/ASC 718 reports, the accounting, audit and SEC disclosure reports as well as the journal entries. The Controller's dream!

The fact that EASi focused on ensuring that the accounting for equity compensation was robust, accurate and complete is the biggest reason our customers are making the switch."

Significant Recurring Savings

"Two significant cost benefits for switching are: 1) the reduction in time with the auditors who don't have to go three or four rounds with reports and 2) the fact that the EASi's web-based software does not need internal IT support, no tech support, no waiting on the IT Dept for upgrading and working with an unfamiliar platform or haggling for scarce resources."

Marianne Brannock-Hill
President and CEO
FRS Equity Strategies

Brokers

EASi is broker independent so our customers can choose to work with any broker they prefer. The following brokers are among the growing number that have clients who rely on EASi:

Boenning & Scattergood

Established in 1914, Boenning & Scattergood provides individual investors, corporate and municipal clients and institutions a full complement of financial services.

Janney Montgomery Scott LLC

For 175 years, Janney Montgomery Scott LLC has been dedicated to helping clients plan, protect and grow wealth.

Raymond James

Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.

Morgan Stanley Smith Barney

Morgan Stanley Smith Barney is today's pre-eminent financial services company and a global leader in wealth management that provides stock plan management services.

SunTrust Bank

SunTrust Banks, Inc. is one of the nation's largest commercial banking organizations.

UBS Financial Services, Inc.

UBS's Corporate Employee Financial Services® (CEFSSM) provides comprehensive equity compensation plan administration, participant support, education and access to Premier Services for multi-national corporations and their employees across the globe.

WR Hambrecht + Co

WR Hambrecht + Co is an investment banking and brokerage firm headquartered in San Francisco that offers a variety of services including stock plan (ESOP) services to corporate clients.