MyPerformanceAwards
An innovative tool that allows employees to track what’s happening with their awards in real-time, giving them power and insight into their plan.
- Certified Results - Final performance results are reviewed and verified
- Daily Updates - Market data is fed to the site daily and calculations are automatically refreshed to reflect the most recent performance results
- Auditable Calculations - Supporting details are available for complete transparency
- Quarterly Reporting - Quick access to contingently issuable shares for diluted EPS calculations
- Award Holder Communication - Powerful tool for participants to understand and appreciate the value of their award
- Platform Integration - Information can be sent to your equity administration platform
- Personalization - Customize the look and experience for participants including filtering of award details
- Monitor Traffic - Track users by email to better understand site usage and tailor communication approach
- Email Alerts - Receive automatic alerts on a wide variety of events (e.g., performance period end, stock price achievement, peer changes, etc.)
- Schedule Reports - Receive the Excel files in your email for specific dates (e.g., quarter end)
- General Education - Educational material for your participants including material about how performance is measured (e.g., "How to calculate TSR?")
MyFairValue
Provides support for ASC718 fair values using Monte-Carlo simulation in real-time.
- Develop Estimates - Ability to develop estimates of fair value throughout the year.
- Estimate Fair Value of Relative TSR Awards - Estimates the fair value of relative TSR awards throughout their performance period.
- Determine Compensation Expenses - Fair values can be used to determine the compensation expense for ad-hoc grants made during the performance period or for the fiscal year-end fair values needed in Pay vs. Performance calculations.
- Apply Defined Processes for Complex Assumptions - Applies defined processes for complex economic assumptions like expected volatility, correlations of stock returns, risk-free rates of return and dividend yields.
- Update Pay vs. Performance Disclosures - Deliver clear insight into fair value updates in Pay vs. Performance executive compensation disclosures.
- Manage ASC 718 Valuations - Tackle ASC718 valuations for potential ad hoc new hire or promotional grants.
My25kLimit
An innovative tool that simplifies the process of managing ESPPs. It provides employees with a clear explanation of the IRS purchase limit of $25k and helps them understand how it may affect their participation and contributions. Administrators also benefit from this tool as they no longer have to manually monitor each employee, develop complex communications, or run reports to forecast the $25k limit.
- Clear Explanation - Provides employees with a clear understanding of the $25k limit
- Enhanced Understanding - Improves employees' comprehension of the limit's impact on their participation and contributions
- Simplified Management - Streamlines ESPP management for administrators
- Real-time Reporting - Reflects stock price fluctuations with automatic updates
- Customizable Branding - Easily customize with your company's logo and colors
- User-friendly Functionality - Offers an intuitive and easy-to-use experience
- Automatic Calculation - Calculates employee contributions and purchases based on the $25k limit
- Real-time Updates - Provides real-time information on employee contributions
- Customizable Settings - Adjusts to match your company's specific needs
- Accessible Platform - Offers an intuitive and user-friendly experience
MyOptionExchange
A simple platform that allows participants to make informed decisions about their underwater options by providing a complete view of the offer and its impact.
- Secure Log Ins - Easy and secure set-up / login procedure, including two-factor email authentication for increased security
- Customized Experience - Personalized web-page displaying individuals' options eligible for exchange
- Value Calculator - Access to an integrated value calculator that models pre- and post-exchange values based on assumed stock prices, and charting cross-over points for each eligible award allowing employees to make informed decisions on which awards they should exchange
- Streamlined - Intuitive navigation allows for easy election submission, document signing, and email confirmations
- Convenient - Easily access a repository of documents including grant documentation and tender offer information
- General Education - Educational material for your participants including FAQs
- Export to Excel - Easily export reports, including employee elections as well as user activities including logins, elections, confirmations and resource access
- Targeted Communication - Pre-load and schedule reminder emails, and target specific populations or individuals
- Election Submissions - Submit or edit elections on behalf of employees
- Comprehensive Data - View a snapshot of program statistics, including registrations and logins, partial and complete elections, and details of options tendered and new awards to be awarded
MyStockMarketplace
Participants can easily access information and take action as an essential part of any special transaction with the help of MyStockMarketplace. This includes tender offers and share buybacks. By providing employees with a comprehensive view of the offer and its impact, a total equity statement can help motivate them to take action.
"Infinite Equity managed our share buyback tender offer from start to finish, providing unparalleled support that established value for over ~400 participants.
Throughout our engagement, the Infinite Equity team showcased tremendous project management skills, ensuring a seamless and successful program offering.
Their web-based election tool, MyStockMarketplace, revolutionized our employee stock election process. The portal's robust administration functionality streamlined our operations, enabling us to effortlessly manage elections, analyze statistics, and communicate effectively with participants.
We highly recommend the Infinite Equity team for their expertise, dedication, and innovative solutions."
Katey Bey, Global Head of Total Rewards, Sedgwick
- Secure Log Ins - Easy and secure set-up / login procedure, including two-factor email authentication for increased security
- Customized Experience - Personalized web-page displaying individuals' eligible shares and options, maximum shares, and tax basis
- Value Calculator - Access to an integrated value calculator displaying items such as total purchase price, total exercise price, and total gains
- Streamlined - Intuitive navigation allows for easy election submission, document signing, and email confirmations
- Convenient - Easily access a repository of documents
- Export to Excel - Easily export reports, including employee elections and spousal consents as well as user activities including logins, elections, confirmations and resource access
- Targeted Communication - Pre-load and schedule reminder emails, and target specific populations or individuals
- Comprehensive Data - Get a snapshot of program statistics, including registrations, elections, and share sales and exercise prices
Equity Abacus
This SaaS software will help you track and communicate employees’ compliance with your company’s share ownership guidelines and retention requirements with: customized ownership statements, decision-based modeling tools and a participant self-reporting portal.
- Industry leading data security
- Intuitive dashboard experience
- Powerful interactive tools
- Customized ownership exports
- Flexible data imports
- Real-time compliance assessment
- Participant ownership surveys
- Complex plan calculations
- Decision-based modeling
- One Platform - Manage your entire share ownership guideline tracking, measurement, and communication process in one efficient platform
- Compliance - Improve the path to compliance with our self-reporting portal for participants and administrator workflow management system
- Focused Forecasts - Remove the risk of compliance-determination errors with a next-generation SaaS solution designed by corporate governance experts
MyEquityChoice
Empower your employees to choose their equity vehicle with MyEquityChoice. A simple and easy-to-use choice election platform.
- Secure Log Ins - Easy and secure set-up / login procedure, including two-factor email authentication for increased security
- Customized Experience - Personalized web-page displaying individuals' eligible shares and options, maximum shares, and tax basis
- Data Analytics (for perceived value purposes) - Understand the perceived value of alternative equity instruments by job level, location, or gender
- Value Calculator - Access to an integrated value calculator displaying items such as total purchase price, total exercise price, and total gains
- Streamlined - Intuitive navigation allows for easy election submission, document signing, and email confirmations
- Convenient - Easily access a repository of documents
- Modeling and Award Value Calculator - Make informed decisions with accurate calculations
- Full Insight - Examine reports on election status with detailed employee activity, engagement, and program statistics
- Easily Communicate - Deliver information to your employees through automated emails and targeted reminders
MyPvP
MyPvP transforms your PvP calculations into a powerful compensation tool, providing insightful analytics to help you understand the relationship between executives’ pay and performance, sharing ratios, retention, and realizable pay.
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Daily Updates of Compensation Actually Paid (“CAP”) and estimated PvP Disclosures
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“Vertical” and “Horizontal” reconciliations of CAP from the Summary Compensation Table
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Analytics representing the PvP Relationship and “Sharing Ratios”
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Navigate Pay vs. Performance by modeling disclosures Forecast Compensation Actually Paid based on potential stock price scenarios and proposed equity grants
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Secure portal that can be customized
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Library of charts illustrating relationship between CAP and financial metrics
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Summary of Realizable Pay
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Transparent calculations for easy audit support with downloadable files to Excel.
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API Data Integration with largest equity administration providers