Connected real-time reporting with comprehensive features
The accurate and compliant reporting for your employee share plan is essential to driving important business decisions. Enhance your investment in our platform with our integrated financial reporting solutions. Our platform delivers an extensive range of advanced accounting and disclosure reports.
Reporting wizard
The Reporting Wizard allows you to create custom reports to meet your requirements regarding content and layout. You can export in your desired format: Excel, html, csv, txt.
Real-time reporting
Receive feeds containing participant and transactional data directly from company records and third-party systems to create reports in real-time.
Valuations
Multiple valuation models are available including the Black-Scholes-Merton model with support for increasing strike or caps/brakes.
Mobility
There is complete mobility support on legal entity, different accounting dimensions (e.g. business units or geographical location), tax regime, home country, host country, and more.
Performance conditions
The integrated performance functionality allows for performance tracking where all historical estimates and actuals are stored. Non-market and Market conditions are supported.
Accounting principles
The subplan setup enables full control over assumptions and accounting principles. Expected forfeiture and other assumptions or expectations can be set on a subplan level.
Sorting and drill-down
The different reports enable sorting and grouping with drill-down to a transactional level. This enables efficient reporting compliant with your internal bookkeeping procedures.
Let’s talk
We have over 1,000 equity experts across all major markets, ready to help you design and deliver the right employee equity solutions.