EASi Portal Promotes Employee Self-Service

From our self-service portal, plan participants can view grant information, model exercise scenarios and exercise their shares with designated brokers. They can allow a broker to access their account to view grant status and exercise scenarios. The system provides electronic transfer agent notification and calculates taxable gain and related tax items in real time. So, clients can partially offload the time consuming processes of employee inquiry, execution, and settlement recording with their broker of choice. This collaborative tool reduces the time stock plan administrators spend addressing employee questions and dealing with settlement issues.