Equity Benefits Software Solution $999 only, Administration & Discount Broker Executions 
Employee Stock Options Software, ESPP & ESOP 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 ... read more
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Easy Options/ESPP Custom ™
Key Product Features
ASC 718 (FAS 123R) / IASB Compliance & Black-Scholes /
Binomial "Lattice" Valuation
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
Requirements change over a Company's Life Cycle, but the solution remains EZ Custom
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Software & Outsourced Full Service Administration |
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one conncurrent Stox user |
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additional users pool (size) |
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| Options Record-Keeping Module | |
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| Restricted Stock & Performance Shares | |
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| Customizable Reports (180+) | |
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| Data Conversion [2] | |
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| Customer Support [3] | |
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| Software Upgrades | |
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| Training | |
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| Multi-Currency Transactions | |
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| Automated System Backup | |
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| Automated e-mail Notification | |
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| Transaction Logs & Forensic Audit | |
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| ASC 718/FAS123R reports pack [4] | |
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| Valuation Module: Black-Scholes & Binomial Hull-White Models | |
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| Monte-Carlo for Performance Shares w/ Market Conditions & TSR Valuation | |
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| Online Empl. Self Service Portal | |
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| Automated Pricing Feeds | |
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| Online Exercises via Participating Broker | |
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| Insider Reporting SEC forms 3, 4 & 5 | |
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| Disqualifying Dispositions Tracking | |
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| ESPP Module & Acct. Management | |
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| Support for Dually Listed Companies | |
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| Automated Payroll & A/P Interface | |
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| Global ESPP Payroll Deductions | |
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| DWAC or Treasury Directions Author. | |
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| 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 includedExisting Customers - please contact us if you want to exercise right to prepay up to four years of annual support & maintenance using 2023 prices. | ||||
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OUTSOURCED STOCK PLAN ADMINISTRATION: |
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"PAY-PER-USE" PLAN |
Click here |
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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.
NOR IT CONSTITUTES AN OFFER TO SOLICIT OR PROVIDE BROKER-DEALER SERVICES TO UNITED STATES PERSONS.