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EASi Advantages over Outsourcing

Economical. Collaborative. Accessible. ( More Advantages of EASi More advantages of EASi   )

Tired of being captive to your vendor's timelines and limitations? Want to own and control your data?
Want best-in-class financial reporting? Get the best of both worlds with EASi's co-sourcing model.

You can easily convert and reconcile your data to:

  • Upload data at your convenience
  • Maintain full ownership and control of your data
  • Access the EASi employee portal or your broker's portal
  • Access real-time reports anytime you want
  • Off-the-shelf Payroll/HRIS interface
  • Provide employees access to their own data and statements
  • Get comprehensive FAS 123R/ASC 718 and SEC reports

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 data 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. You can also work with one of EASi's outsourcing partners to harness the power of the EASi platform.

Discover Why It Pays to Take It EASi.
Equity compensation management and reporting is all we do. We provide journal entries that save you time and calculation details that streamline the audit process. Just like we did with FAS 123R/ASC 718, EASi will continue to lead the industry with second-to-none solutions in areas including IFRS 2, Performance Awards and WorkStream process automation. With more than 500 companies relying on EASi, the company is on a solid success trajectory of repeat customers, custom development and sales growth that means we are here to stay. See What's New to get the latest on EASi's innovations.