Welcome to Ez Custom Software Solutions, Inc.!
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Ez Custom Software Solutions, Inc. (ECS) Stock Option Administration Software Solution
Easy Options/ESPP Custom ™
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| SOFTWARE SOLUTION DESCRIPTION: | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Our stock options administration software Easy Options/ESPP Custom ™ includes four integrated modules: 1. Stock Options, 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 FAS 123R and 10-K proxy reporting. Included are 150 customizable reports, as well as 500 pages of user documentation and 90 slides training presentation (it can be downloaded from our website). |
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| 2010 Fee Schedule (Software, Data Load, Maintenance & Plan Admin Services): | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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[1] e-Commerce customers only - 30-day money back guarantee! Four run-time modules included (Options, ESPP, Valuation, 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/loading (grants, exercises, dispositions, 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] Application and technical support is available from 8 AM to 6 PM EST M-F via an 800 #, e-mail, and online chat-room. Guaranteed are a minimum of 4 software upgrades per year. [4] Set of 11 FAS 123R reports produced quartely. Click here to review sample reports from our quarterly compliance report package. U.S. public companies only. [5] Per Plan per year, services for each Plan billed Separately. Inactive Plans or Plans with less than 100 participants consolidated into a larger plan for billing purposes.
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| 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  |
| 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 |
| 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 |
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| 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 |
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| Insider Reporting Forms |
Section 16 Forms 3, 4 & 5 Preview before Save |
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| 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 |
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| System Maintenance | Stock Splits |
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| 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 |
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| Currencies Table | Exchange Rates | sample |
| Vesting Schedules | Vesting Schedules [brief] | sample |
| Vesting Schedules [detailed] | sample | |
| Forecasts | Valuation Forecasts | sample |
| 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 |
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| Options List [brief] | sample1 sample2 sample3 | |
| Options List [detailed] | sample1 sample2 sample3 sample4 |
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| Option Agreement | sample | |
| Options Granted | sample | |
| Options Outstanding | sample1 sample2 sample3 sample4 sample5 sample6 sample7 |
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| 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 |
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| Expected Term BS Multiple | sample |
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| Option Valuation | sample |
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| Sensitivity Analysis | sample |
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| Option Revaluation | ||
| Expense Allocation BS Single/Binomial | sample1 sample2 |
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| Expense Allocation BS Multiple | sample1 sample2 |
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| Expense Allocation APB25 | sample1 sample2 sample3 | |
| Options By Price | sample |
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| Repurchasable Options | sample | |
| Accruals | sample | |
| Option Activity Summary | sample |
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| Option Accounts by Broker | sample | |
| Approaching ISO Limit | sample | |
| Dilution Summary | sample |
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| Fully Diluted Options Outstanding | sample |
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| Primary Diluted Options Outstanding | sample |
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| NQ Tax Benefit/Fully Diluted | sample |
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| NQ Tax Benefit/Primary Diluted | sample |
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| Anti-Dilution/Fully Diluted | sample |
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| Anti-Dilution/Primary Diluted | sample |
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| Proxy/60 Days Shares Exercisable | sample |
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| Proxy/60 Days Exercisable Summary | sample |
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| Proxy/Compensation Awards Summary | sample |
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| Proxy/Compensation Awards Detail | sample |
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| Proxy/Restricted Stock Vesting | sample |
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| Proxy/LFY's Options/SARs | sample |
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| Proxy/Options/SARs Valuation | sample |
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| Proxy/Outstanding Shares | sample |
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| Proxy/Repriced Options | sample |
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| Option Exercises | New Exercises Summary | sample |
| Exercises List | sample1 sample2 sample3 sample4 |
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| Exercise Summary Statement | sample | |
| Current Exercise Record | sample1 sample2 sample3 sample4 |
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| 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 |
| Purchase Valuation Adjustments | sample |
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| 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 | ||
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Stox 2.90.959 released NEWS |
12/9/2009 |
Fresh Stox upgrade, with great new features... |
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!
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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
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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 FAS 123R valuation modeling and reporting requirements... |
read more
ONE EZ PRICE of $999 for 4 integrated modules: Options, Valuation / FAS123R / Black-Scholes & Binomial, Insider Reporting, ESPP (click here for details) Call Tony Seker at 877-707-1585 or e-mail ts@ezCustomSoftware.com