Financial Reporting, Administration, and Employee Self-Service

- Financial Reporting, Administration, and Employee Self-Service
- Stand-Alone FAS 123R/ASC 718 Reporting and Compliance
- Expert Financial Reporting & Reconciliation Service
- EASi Echo
- WorkStream Payroll and HR Interface
- Employee Portal
- Mobility Tracking
- Modeling
- Performance Awards
- Repricing and Accounting Modification
- Reporting and Recordkeeping
- WorkStream
- World-class FAS 123R/ASC 718
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Efficient. Cost-Effective. Future-Proof. EASi.
Get everything you need to manage and report on equity compensation in one solution. EASi combines world-class financial and SEC reporting along with a robust administration platform and employee portal for stock transactions and notifications.
Advantages of Taking it EASi.
- Work with the broker of your choice
- Maintain full ownership and control of your data
- Have access to real-time reports anytime you want
- Get all five pieces of FAS - Valuation, Expensing, Corporate Tax, Dilution, and Disclosure
- Get journal entries and superior reporting capability
- Offload employee calls, trades and settlement by giving your broker and/or transfer agent access to real time data in EASi
- Enable your employees with email notification and an employee portal
- Track workforce moves accurately across geography and organizations
- Assess "what-if" scenarios without impacting your data
- Connect your HR and Payroll systems to EASi
- Tap into EASi WorkStream efficiencies
Save time. Save money. Collaborate fully and efficiently with internal business partners and external resources.
EASi's web-based collaboration tool has redefined the way companies manage and report on equity compensation.
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 data for use by your broker, transfer 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.
Benefits of EASi's Web-Based Software.
Free from IT - With EASi you don't need to rely on your IT department for new functionality, upgrades or application support.
Global and on-demand - You can access our software from any computer anywhere in the world via the Internet day or night to enter data or run reports.
Always current - With EASi you are always using up-to-date software. You benefit from our latest innovations and commitment to best-in-class software.
Rock-solid security - We provide role-based authentication with very strong password control and a platform built to pass aggressive vulnerability testing.
Scalable architecture - Our web site is designed to support an unlimited web farm backed by a highly scalable Oracle database.
Impressive reliability - EASi's architecture has full redundancy at every level to ensure access. Uptime from October 2008 to October 2009 was 99.97%.
Engineered for Quality - We follow a systematic, business requirements-driven software development process that includes automated QA regression testing to ensure product quality.
Unparalleled FAS 123R/ASC 718 and SEC Reporting
Audits are EASier with exhaustive details for every stage of FAS accounting:
- Valuation
- Computes dynamic Black-Scholes or allows valuation overrides
- Incorporates unlimited experience groups for expected life and volatility
- Supports continuous dividend application
- Allows for single life or multiple life valuations
- Built in calculation of historical forfeiture rates and expected lives
- Accounts for options with no exercises in the expected life calculation
- Expensing
- Computes ratable or FIN 28 amortization
- Incorporates unlimited experience groups for defining forfeiture rates
- Provides option for either level or "hyperbolic" compounding of forfeiture rates
- Adjusts for forfeitures in a GAAP compliant manner
- Properly computes true-ups for all vesting and parameter changes by period
- Proper expensing after material modification for both the cancelled and new award
- Supports all equity and liability awards along with non-employees
- Provides journal entries for any period for equity compensation activity
- Corporate Tax
- Delivers full set of journal entries for all transaction types
- Computes APIC windfall and shortfall adjustments
- Supports unlimited tax entities for DTA calculation
- Incorporates either FIFO or pro-rata method of pre-adoption DTA allocation
- Dilution
- Calculates dilutive shares for all award types
- Incorporates all sources of proceeds for buyback
- Disclosure
- Full A240 footnote disclosure reporting
- Provides 26 of the line-items in the A240 section disclosure

















