INFORMATICS SOLUTIONS
EQUITY GRANT ACCOUNTING Software
Stock Informatics
Stock Informatics delivers a powerful and affordable FAS 123R / ASC 718 Equity Grant Accounting and Stock Option Accounting tracking and accounting program for:
- Stock Options (ISO, Non-Qualified, and Performance),
- Warrants,
- Stock Appreciation Rights,
- Restricted Stock Grants,
- Phantom Shares
Whether you are migrating from cumbersome Excel spreadsheets or expensive competitors, you will find Stock Informatics to be a sensible alternative for stock-based compensation.
Features:
Easy setup of vesting schedules - with complete flexibility for variable time periods and vesting percentages,
Stock Splits and Stock Dividends:
- Accommodates forward and reverse stock splits and stock dividends.
- Dynamic adjustments to the number of grants and exercise prices.
Stores and tracks the specifics of each Equity Grant and Stock Option award:
- Grants,
- Exercises,
- Forfeitures,
- Expirations.
Automatically updates the array of calculations for:
- Authorized grants,
- Issued grants,
- Remaining grants available for issuance,
- Vested grants,
- Grants "in the money",
- Dilutive grants,
- Integrated Black Scholes fair value calculations,
- Self-contained stock price Volatility calculations.
Generates reports for any present, past, or future time period:
- Excellent documentation for Auditors, Plan Administrations, and Regulatory Examiners,
- Participant transaction statements,
- Illustrates the pro-forma impact of stock price changes and additional vesting.
Recent Stock Informatics Enhancements
RECENT SOFTWARE ENHANCEMENTS:
We are pleased to announce a major Stock Informatics equity grant accounting and stock option accounting software update which includes the following enhancements:
- Automatic identification of Pre-Vesting Forfeitures, enabling exact annual pre-vesting forfeiture true ups of compensation expense. For clients who have experienced participant turnover, it is anticipated that this enhancement will detect and document additional compensation cost reversals.
- Additional equity grant Expense Attribution Methods include: Level Straight Line, Recalculating Straight Line, Per Vesting Schedule, and Tranche Straight Line.
- Enhanced Risk-Free Rate tables allowing for interpolation of expected lives less than one year.
- Streamlined Vesting Schedule Setup incorporating enhanced program settings which include equity grant types, expense attribution methods, performance-based grants, annual pre-vesting forfeiture true-ups, and simplified setup of RSG's and RSU's.
- Enhanced reporting of Annual ISO Vesting Limits, combining all grants for simplified monitoring of annual ISO vesting limits.
- Several Reporting Enhancements with format and content changes.
- Additional fields are available in the Excel Export routine.