MyPerformanceAwards
MyPerformanceAwards is 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
MyFairValue
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
My25kLimit is 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
MyOptionExchange
MyOptionExchange is 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
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.
- 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
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