Financial reporting for employee share plans

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.

Receive feeds containing participant and transactional data directly from company records and third-party systems to create reports in real-time.

Multiple valuation models are available including the Black-Scholes-Merton model with support for increasing strike or caps/brakes.

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.

The integrated performance functionality allows for performance tracking where all historical estimates and actuals are stored. Non-market and Market conditions are supported.

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.

The different reports enable sorting and grouping with drill-down to a transactional level. This enables efficient reporting compliant with your internal bookkeeping procedures.