custom stock options and ESPP software and administration
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Our Custom Employee Stock Options and ESPP Software Solution

Intro To Services        

Ez Custom Software Solutions, Inc. (ECS)

Employee Stock Option Software and Administration Solution

Easy Options/ESPP Custom ™
SOFTWARE SOLUTION DESCRIPTION:
Our stock options administration software Easy Options/ESPP Custom ™ includes four integrated modules:
1. Stock Options (plus Restricted Stock and Performance shares with market conditions)
2. Employee Stock Purchase Plan (ESPP),
3. Insider Reporting SEC 16-forms 3,4 & 5, and
4. Valuation / includes Black-Scholes single/multiple option, Binomial lattice modeling ASC 718 (FAS 123R) and 10-K proxy reporting. Monte-Carlo simulation available for performance shares with market conditions, like TSR valuation compared to peer-group companies.

Included are 180 customizable reports, as well as 500 pages of user documentation and 90 slides training presentation (it can be downloaded from our website).

2017 Fee Schedule:


Prices are per year [1]

 

Pre-IPO
IPO
Growth
Mature

Software & Outsourced Full Service Administration 

Basic
Silver
Gold
Platinum

 

$999
$1,749
$2,749
$3,749
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.

[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-room.

[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.
 
Easy Options/ESPP Custom ™ Databases  | Reports
Links to screen samples
Employees Address, E-mail, Terminations, LOA adjustments, Blackouts card details1 details2
details3
withdrawal
termination
Brokers Multi Broker Reporting, DWAC card
Taxes Table US State, Federal & Local, and Foreign list card
Prices Table FMV setting list
Currencies Table Multi Currency Capable list
Vesting Schedules Annually, Semi-annually, Quarterly, Monthly, Weekly, Daily,
Every nn Days/Weeks/Months
card
Forecasts 5 Historical Scenarios per grant valuation card ASC 718 reporting
Option Plans Restrict Grants by Type, Fractions Handling card
Purchase Plans Fixed & Rolling Offering, various Limits, Fractions Handling card
Option Grants NQ (Non-Qualified Stock Option), ISO (Incentive Stock Option),
RSP (Restricted Stock Purchase), DSO (Discounted Stock
Option), NQA (NQ + Stock Appreciation Right),
ISA (ISO + Stock Appreciation Right)
new iso limit check list
card details status
repricing cancellation
reloading valuation ASC 718 reporting
Option Exercises Cash, Same-Day-Sale (SDS), SDS/Cash new1 new2 new3
Stock Swap, Pyramid, Loan, and SAR Exercise Types card details1 details2
Option Dispositions Pending, Street Name, Sold, or Qualified Type
Automatically Created for SDS exercises
new card
Tax Deferrals Unvested Exercises or Exercises within Six Months
from the Option Date; Trade Shares for Taxes
new1 new2
list details
Stock Repurchases Vested and Unvested Exercised Shares new card modify
Employee Payroll
Contributions
Record Contributions in Employee Domestic Currencies
Apply Default Contribution Amounts
new card modify
Stock Purchases One Record for Each Participating Employee
in Each Purchase Period
new card
Stock Purchase
Refunds
Automatically Created according to the Purchase Plan data card
Stock Purchase
Dispositions
Pending, Street Name, Sold, or Qualified Type
Automatically Created if Employee Issuance Type is either
Street Name or Same-Day Sale
new card modify
Stock Purchase
Valuations
One Record Per Offering or Per Purchase
Estimated and Actual Contribution Amounts
card ASC 718 reporting
Insider Reporting
Securities
Security Titles for Insider Related Transactions
Conversion Rates for Underlying Securities
list
Insider Reporting
Codes
Transaction Codes for Insider Forms list
Insider Reporting
Transactions
Holdings, Acquisitions, and Dispositions
Both Non-derivative and Derivative
Automatically Transferred from Options and ESPP Modules
card
Insider Reporting
Forms
Section 16 Forms 3, 4 & 5
Preview before Save
new card modify
Task Scheduler Database, Report, or Other Tasks at Specified Date and Time
Execution Frequencies: Once, Hourly, Daily, Weekly, and Monthly
database report card
System Preferences Your Company Settings
Save & Load
screen
System Maintenance Stock Splits
screen
Data Check  
System Update  
Help Internal Immediate Help
int ext ppt
External Windows Help  
Users Guide / Reports Guide in PDF  
Interactive Training Presentation  
Easy Options/ESPP Custom ™ Reports  | Databases
Employees Employees List (brief) sample
Employees List sample
Employee Profile sample
Termination Report sample1 sample2
Employee ESPP History sample
Stock Ownership sample
Labels sample
Brokers Brokers [brief]
sample
Brokers [detailed] sample
Taxes Table Tax Table sample
Prices Table Fair Values
sample
Price Volatility sample  ASC 718 reporting
Currencies Table Exchange Rates sample
Vesting Schedules Vesting Schedules [brief] sample
Vesting Schedules [detailed] sample
Forecasts Valuation Forecasts sample  ASC 718 reporting
Option Plans Option Plans [detailed]
sample
Option Plans [brief] sample
Option Plan Summary sample
Purchase Plans Purchase Plans [brief]
sample
Purchase Plans [detailed] sample
ESPP Withdrawals sample
Purchase Periods sample
Option Grants New Grants Summary
sample
Options List [brief] sample1 sample2 sample3
Options List [detailed] sample1 sample2 sample3
sample4
Option Agreement sample
Options Granted sample
Options Outstanding sample1 sample2 sample3
sample4 sample5 sample6
sample7
Options Canceled sample
Options Repriced sample
Grant Acknowledgement Letter sample
Options Summary sample
Grants Approaching Expiration sample
Grant Status Report sample
Expected Term BS Single sample ASC 718 reporting
Expected Term BS Multiple sample ASC 718 reporting
Option Valuation sample ASC 718 reporting
Sensitivity Analysis sample ASC 718 reporting
Option Revaluation  
Expense Allocation BS Single/Binomial sample1 sample2 ASC 718 reporting
Expense Allocation BS Multiple sample1 sample2 ASC 718 reporting
Expense Allocation APB25 sample1 sample2 sample3
Options By Price sample ASC 718 reporting
Repurchasable Options sample
Accruals sample
Option Activity Summary sample ASC 718 reporting
Option Accounts by Broker sample
Approaching ISO Limit sample
Dilution Summary sample ASC 718 reporting
Fully Diluted Options Outstanding sample ASC 718 reporting
Primary Diluted Options Outstanding sample ASC 718 reporting
NQ Tax Benefit/Fully Diluted sample ASC 718 reporting
NQ Tax Benefit/Primary Diluted sample ASC 718 reporting
Anti-Dilution/Fully Diluted sample ASC 718 reporting
Anti-Dilution/Primary Diluted sample ASC 718 reporting
Proxy/60 Days Shares Exercisable sample ASC 718 reporting
Proxy/60 Days Exercisable Summary sample ASC 718 reporting
Proxy/Compensation Awards Summary sample ASC 718 reporting
Proxy/Compensation Awards Detail sample ASC 718 reporting
Proxy/Restricted Stock Vesting sample ASC 718 reporting
Proxy/LFY's Options/SARs sample ASC 718 reporting
Proxy/Options/SARs Valuation sample ASC 718 reporting
Proxy/Outstanding Shares sample ASC 718 reporting
Proxy/Repriced Options sample ASC 718 reporting
Option Exercises New Exercises Summary sample
Exercises List sample1 sample2 sample3
sample4
Exercise Summary Statement sample
Current Exercise Record sample1 sample2 sample3
sample4
Issuance Summary sample
Brokers SDS Summary sample
Brokers Cash Summary sample
Exercised Shares Vesting sample1 sample2
Deferred Taxes Report sample
Tax Withheld Report sample1 sample2 sample3 sample4
APIC Pool Report sample
Proxy/Exercise Details sample
Proxy/Exercise Summary sample
Option Dispositions Option Dispositions List sample
Option Dispositions Survey sample
Tax Deferrals Deferrals List sample
Deferrals Details sample
Stock Repurchases Repurchases List sample
Rapurchases Statement sample
Employee Payroll
Contributions
New Contributions Summary sample
Contributions List sample
Contributions by Employee sample1 sample2
Available Contributions sample
Stock Purchases New Purchases Summary sample
Purchases List sample
Purchase Summary sample
Purchases by Employee sample
Purchase Confirmation sample
Purchase Status By Employee sample
Issuance Summary sample
Broker Issuance Summary sample
Purchase Accounts [detailed] sample
Purchase Accounts [brief] sample
Purchase Accounts by Broker sample
Approaching IRS Limit sample
Stock Purchase
Refunds
Refunds List sample
Refund Summary sample
Refunds by Employee sample
Refund Confirmation sample
Stock Purchase
Dispositions
Purchase Dispositions List sample
Purchase Dispositions Survey sample
Purchase Disposition Tax Info sample
Stock Purchase
Valuations
Purchase Valuations sample ASC 718 reporting
Purchase Valuation Adjustments sample ASC 718 reporting
Insider Reporting
Securities
Security Titles sample
Insider Reporting
Codes
Codes List sample
Insider Reporting Transactions Transactions [detailed] sample
Transactions [brief] sample
Transactions by Insider sample
SEC16 Monthly Inquiry sample
SEC16 Ownership Summary sample
Insider Reporting
Forms
Forms List sample
Form Details sample1 sample2
View product brochure

 
 
stock options software ASC 718 reporting discount broker execution stock plan administration
Stox 3.99.989 released    NEWS
4/15/2017
Stox 2017 Q2 Edition...
Consulting Services
3/24/2008
Over the past several years EZCS has received many consulting requests from our clients. As we approach 200 software clients, we are pleased to announce the formation of  EZ Custom Consulting Group!
2/17/2007
Easy Custom Software Solutions has been nominated for the Vendor of the Year Award by Compliance Reporter magazine. This award is to be given at 2nd Annual Chief Compliance Officers Forum healed in New York on March 14-15, 2007

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...

Black-Scholes/Lattice at Glance

Did you know that Easy Options/ ESPP Custom (tm) is fully compliant with ASC 718 (FAS 123R) valuation modeling and reporting requirements...
ONE EZ PRICE of $999 for 4 integrated modules: Options, Valuation / ASC 718 (FAS123R) / Black-Scholes & Binomial, Insider Reporting, ESPP (click here for details)  Call Tony Seker at 877-707-1585 or e-mail ts@ezCustomSoftware.com
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