Our Custom Employee Stock Options and ESPP Software Solution

Intro To Services

Ez Custom Software Solutions, Inc. (ECS)

Employee Stock Option Software and Administration Solution

Easy Options/ESPP Custom ™

SOFTWARE SOLUTION DESCRIPTION:

Our stock options administration software Easy Options/ESPP Custom ™ includes four integrated modules:
1. Stock Options (plus Restricted Stock and Performance shares with market conditions)
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 ASC 718 (FAS 123R) and 10-K proxy reporting. Monte-Carlo simulation available for performance shares with market conditions, like TSR valuation compared to peer-group companies.

Included are 180 customizable reports, plus unlimited user-generated custom SQL report/export (new Filemaker Pro platfrom only), as well as 500 pages of user documentation and 90 slides training presentation (it can be downloaded from our website).

2024 Fee Schedule:

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 included
Existing Customers - please contact us if you want to exercise right to prepay up to four years of annual support & maintenance using 2023 prices.

	Light	Value	Growth	Mature
Software & Outsourced Full Service Administration	Basic	Silver	Gold	Platinum
one concurrent Stox user	$1,749 ($999)	$2,449	$3,949	$5,449
additional users pool (size)	+$599 (1)	+$1,199 (2)	+$2,399 (4)	+$2,399 (4)
Options Record-Keeping Module	√	√	√	√
Restricted Stock & Performance Shares	√	√	√	√
Customizable Reports (180+)	√	√	√	√
Data Conversion [2]	√	√	√	√
Customer Support [3]	√	√	√	√
Software Upgrades	√	√	√	√
Training	√	√	√	√
Multi-Currency Transactions	√	√	√	√
Automated System Backup	√	√	√	√
Automated e-mail Notification	√	√	√	√
Transaction Logs & Forensic Audit	√	√	√	√
ASC 718/FAS123R reports pack [4]	√	√	√	√
Valuation Module: Black-Scholes & Binomial Hull-White Models	√	√	√	√
Monte-Carlo for Performance Shares w/ Market Conditions & TSR Valuation		√	√	√
Online Empl. Self Service Portal		√	√	√
Automated Pricing Feeds		√	√	√
Online Exercises via Participating Broker		√	√	√
Insider Reporting SEC forms 3, 4 & 5		√	√	√
Disqualifying Dispositions Tracking		√	√	√
ESPP Module & Acct. Management			√	√
Support for Dually Listed Companies			√	√
Automated Payroll & A/P Interface				√
Global ESPP Payroll Deductions				√
DWAC or Treasury Directions Author.				√

[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.





	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
Option Exercises	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	card

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	card

Insider Reporting Forms	Section 16 Forms 3, 4 & 5 Preview before Save	new card modify

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	screen

System Maintenance	Stock Splits	screen
	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	Brokers [detailed]	sample

Taxes Table	Tax Table	sample

Prices Table	Fair Values	sample
Prices Table	Price Volatility	sample

Currencies Table	Exchange Rates	sample

Vesting Schedules	Vesting Schedules [brief]	sample
Vesting Schedules	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	sample
	Options List [brief]	sample1 sample2 sample3
	Options List [detailed]	sample1 sample2 sample3 sample4
	Option Agreement	sample
	Options Granted	sample
	Options Outstanding	sample1 sample2 sample3 sample4 sample5 sample6 sample7
	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
	Expected Term BS Multiple	sample
	Option Valuation	sample
	Sensitivity Analysis	sample
	Option Revaluation
	Expense Allocation BS Single/Binomial	sample1 sample2
	Expense Allocation BS Multiple	sample1 sample2
	Expense Allocation APB25	sample1 sample2 sample3
	Options By Price	sample
	Repurchasable Options	sample
	Accruals	sample
	Option Activity Summary	sample
	Option Accounts by Broker	sample
	Approaching ISO Limit	sample
	Dilution Summary	sample
	Fully Diluted Options Outstanding	sample
	Primary Diluted Options Outstanding	sample
	NQ Tax Benefit/Fully Diluted	sample
	NQ Tax Benefit/Primary Diluted	sample
	Anti-Dilution/Fully Diluted	sample
	Anti-Dilution/Primary Diluted	sample
	Proxy/60 Days Shares Exercisable	sample
	Proxy/60 Days Exercisable Summary	sample
	Proxy/Compensation Awards Summary	sample
	Proxy/Compensation Awards Detail	sample
	Proxy/Restricted Stock Vesting	sample
	Proxy/LFY's Options/SARs	sample
	Proxy/Options/SARs Valuation	sample
	Proxy/Outstanding Shares	sample
	Proxy/Repriced Options	sample

Option Exercises	New Exercises Summary	sample
	Exercises List	sample1 sample2 sample3 sample4
	Exercise Summary Statement	sample
	Current Exercise Record	sample1 sample2 sample3 sample4
	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	Option Dispositions Survey	sample

Tax Deferrals	Deferrals List	sample
Tax Deferrals	Deferrals Details	sample

Stock Repurchases	Repurchases List	sample
Stock Repurchases	Rapurchases Statement	sample

Employee Payroll Contributions	New Contributions Summary	sample
	Contributions List	sample
	Contributions by Employee	s ample1 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
Stock Purchase Valuations	Purchase Valuation Adjustments	sample

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
Insider Reporting Forms	Form Details	sample1 sample2

	View product brochure

stock options software ASC 718 reporting discount broker execution stock plan administration

StoxEMPOWER

Click here
for Employee Self-Service/
Participant Records Online Samples

Stox 4.26.115 released NEWS

2/15/2024

Stox 2024 Q1 edition with Stox AI Admin Assistant...

Consulting Services

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!

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

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 ASC 718 (FAS 123R) valuation modeling and reporting requirements...

ONE EZ PRICE of $999 for 4 integrated modules: Options, Valuation / ASC 718 (FAS123R) / Black-Scholes & Binomial, Insider Reporting, ESPP (click here for details) Call Tony Seker at 877-861-6309 or e-mail ts@ezCustomSoftware.com

(*) THE MATERIAL FOUND ON THIS WEBSITE DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICITATION OF AN OFFER TO BUY ANY SECURITIES IN THE UNITED STATES
NOR IT CONSTITUTES AN OFFER TO SOLICIT OR PROVIDE BROKER-DEALER SERVICES TO UNITED STATES PERSONS.