equity benefits software, administration, and discount broker execution
Equity Benefits Software Solution $999 only, Administration & Discount Broker Executions 
esop administration
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Employee Stock Options Software, ESPP & ESOP Administration

Intro To Services        
employee stock option administration
Enterprise that customizes their system to meet your needs

Ez Custom Software Solutions, Inc. (a Belize corp., since 2008) was formed in San Francisco in 1997. At the beginning of 2002 the company relocated to Montreal, Canada, and we currently have business offices in Belize City, WI, Toronto, and São Paulo.
Our principals have over 30 years of experience in the field of equity compensation and employee stock option administration.
We offer a comprehensive ...

stock plan administration read more

employee stock options software ASC 718 reporting discount broker execution stock plan administration
My Stock Option Exercise Request
Name
Comp
Country
Email
Phone
Note
US Citizen? Yes  No
I wish to exercise my stock option now
I plan to exercise in the next 7-30 days
I wish to be contacted by a Registered Investment Advisor for assistance
Upon exercise retain funds in
interest bearing brokerage
account   Yes  No

Easy Options/ESPP Custom ™
Key Product Features
stock options software read more

ASC 718 (FAS 123R) / IASB Compliance & Black-Scholes /
Binomial "Lattice" Valuation

Black-Scholes Binomial Monte-Carlo read more

Contact and Customer
Service Address



125-720 King Street West
Toronto, ON M5V 3S5, Canada

1 Mapp Street, Belize City
Belize, WI

+1-877-861-6309  |  +1-973-297-2855

PPesic@ezCustomSoftware.com

               Quick Inquiry Form       I am interested in (please check all that apply):
Name   Equity Benefits Software Solution - as low as $999 per year
Email   Outsourced Administration - as low as $3,749 per year
Phone   Discounted Broker Executions - as low as 2 cents per share (*)
  or Call Tony Seker at 877-861-6309 or e-mail ts@ezCustomSoftware.com
Employee stock options solutions for your company's lifetime

Requirements change over a Company's Life Cycle, but the solution remains EZ Custom
ASC 718 260 10q

  free demo downloads

 

Light
Value
Growth
Mature

Software & Outsourced Full Service Administration 

Basic
Silver
Gold
Platinum

one conncurrent Stox user

$1,749 ($999)
$2,449
$3,949
$5,449

additional users pool (size)

+$599 (1)
+$1,199 (2)
+$2,399 (4)
+$2,399 (4)
Options Record-Keeping Module
Restricted Stock & Performance Shares
Customizable Reports (180+)
Data Conversion [2]
Customer Support [3]
Software Upgrades
Training
Multi-Currency Transactions
Automated System Backup
Automated e-mail Notification
Transaction Logs & Forensic Audit
ASC 718/FAS123R reports pack [4]
Valuation Module: Black-Scholes & Binomial Hull-White Models
Monte-Carlo for Performance Shares w/ Market Conditions & TSR Valuation
Online Empl. Self Service Portal
Automated Pricing Feeds
Online Exercises via Participating Broker
Insider Reporting SEC forms 3, 4 & 5
Disqualifying Dispositions Tracking
ESPP Module & Acct. Management
Support for Dually Listed Companies
Automated Payroll & A/P Interface
Global ESPP Payroll Deductions
DWAC or Treasury Directions Author.
Prices are per year, unlimited employee records, unlimited grant records for all but Light/Basic (former Pre-IPO) $999 price tier that is limited to 100 grants only [1]   Filemaker Pro client/server licenses not included
Existing Customers - please contact us if you want to exercise right to prepay up to four years of annual support & maintenance using 2023 prices.

OUTSOURCED STOCK PLAN ADMINISTRATION:

"PAY-PER-USE"  PLAN
 

PAY AS YOU GO FOR WHAT YOU NEED AND SAVE!
Click here
Stox 4.26.115 released    NEWS
2/15/2024
Stox 2024 Q1 edition with Stox AI Admin Assistant...
Stox AI Admin Assistant ™ 

Our new offer is a custom AI chat assistant trained with your data.
Legacy Stox end-of-life support 
StoxEMPOWER

We provide Employee Self-Service / Participant Records Online Access with complete stock option status and exercise request.

Stox for iPad and iPhone

Did you know that our Stox software runs natively on iPad and iPhone...

Black-Scholes/Lattice at Glance

Stox software is fully compliant with ASC 718 (FAS 123R) valuation modeling and reporting requirements both for employees and non-employees (consultants)...

Stox Private/Ownership &
Stox Multi-currency

More products from us:
- for stock ownership & private companies,
- for companies that grant and exercise options in foreign currencies...

[1] e-Commerce customers only - 30-day money back guarantee! Four run-time modules included (Options, ESPP, Valuation, ASC 718 (FAS 123R) Compliance 10-K/Q Reports and Insider Reporting, SEC Forms 3, 4 & 5).

[2] Includes system set-up (prices, vesting schedules, plan information) and data conversion from the current system/loading (grants, exercises, dispositions, ASC 718 (FAS123R) fair value, espp contributions, espp purchases, etc.) and reconciliation. One week turnaround time guaranteed on all data loading projects (from Excel templates provided by us).

[3] Customer support is available from 8 AM to 8 PM EST M-F via an 800 #, e-mail, and online chat.

[4] Set of 11 ASC 718 (FAS 123R) reports produced quarterly. Black-Scholes & Binomial models. Click here to review sample reports from our quarterly compliance report package.

 
  Customer Testimonials:
 
"... of all the software I've dealt with in the past 7 years, its the best. Never have a problem. You get more for your money with EzCustom than anyone else. Great people to deal with and very quick in responding to my questions... "  Elena Crosby, Digital Fusion, Inc.
"... I wanted to let you know that the "support" experience you've given is outstanding.  I quote it b/c it is way beyond support - almost like my own development shop!"  Craig Shelburne, Rincon Networks, Inc.
"... Got it up and running and it's awesome.  The CFO is very impressed. ... I'm specifically impressed with the quality of your customer support."  Lesley Weir, Spectrum Signal Processing, Inc.

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