Software/Outsourcing for small and private companies

TEAM_FAQ.pdf

Hi Susan,

SOS is now offering a long-term solution for companies looking for partial or full management and administration of their stock plans, TEAM (Total Equity Administration & Management).   Now in our 10th year of business, SOS has always provided interim assistance for companies in need of stock plan management expertise, as well as stretegic and technological guidance to our customers.  In response to our clients' demand for a more flexible, scalable, and continual model for managing their programs, we have utilized our experience and consultant depth (60+, with expertise in a variety of areas, including financial reporting, international, best practices, equity systems, and technological) to build a solution that meets their challenges. 

TEAM is the SOS long-term approach to sharing the equity administration and management responsibilities with our clients and their partners.  By providing  a full-service solution and access to the entire SOS-team of experts, no challenge is too great, no chore too small as we fill the gaps as determined by our customer.  SOS can perform any and all tasks that encompass the equity administration function, or manage the whole department. 

We have introduced the TEAM approach with over a dozen clients, and will be rolling it out fully this summer.  To that end, we are hosting a webinar this month to introduce TEAM on a national level, and hope that everyone will attend. 

If you have any questions, or would like to learn more about TEAM, please contact me at 408-979-8715.  I have also attached an FAQ on TEAM.

Thanks, and thank you again for posting this topic,

Scott McDonald

Sales Manager, Stock & Option Solutions

408 979-8715

smcdonald@sos-team.com

Visit us at www.sos-team.com

I am interested to know if there are any software companies out there who would be willing to offer training on their product so that I can become more familar with the various software products out there.  I am very interested in broadening my awareness in this respect. As I become more proficient in the various tools, I could prospectively provide representation in the San Francisco Bay Area to potential clients. Please let me know.

Greetings Susan - To reply to your original topic question .......

Thanks for asking this question, and thanks also to everyone for all the responses and information sharing this is really great information !  

This is the most frequently asked question I receive from my clients representing a constant reminder that employers have many choices for combining the right resources, products, services and providers to support their equity programs offering.

As a 20+ year veteran of Executive Compensation and equity program consulting for businesses of all shapes, sizes and configurations, I have been very fortunate to have found the key to my successful partnering with my clients, employers and alliances world-wide.

My preference is working with SG Vestia and Optrack - locally, globally - private or public, new venture or mature businesses - no matter what size or complexity of equity program(s) offered or maintained.

Patricia Malstrom

Managing Director

HC / Global HR Consulting

patmalstrom@gmail.com

Just learned about another stock admin software package.  This one is from Cezanne, a company out of France.

http://www.cezannesw.com/solutions/stock-option/

It's time to update the listing of software and outsourcing providers for private and public companies.

Please comment on this message thread with the following:

Name of company

Name of system

Outsourcing services: yes/no

Software for internal use:  yes/no

Public./ Private company FOCUS: public / private / both

Home Country of Provider:

Countries with on-site Client Relationship Support:

Name of company: My Equity Comp, LLC

Outsourcing services: YES, partial and full outsourcing services

Company Focus: BOTH Private and Public, large and small 

Home Country of Provider: United States

Contact Info: 888-837-2667 or info@myequitycomp.com

Full-service and Premier-level Stock Plan Administration Outsourcing - for 8 yrs!

FRS Equity Strategies, Inc. (formerly FatRabbit Services)

Software: EASi, Equity Edge, CapMx (eProsper), Equity Focus (aka Corp Focus from Two Step)

Outsourcing services: yes!
Consulting services: yes!

Software for internal use: EASi
Payroll interface tool: FRS' PRI

Public company: We manage up to 5,000 emps
Private company: We manage start-ups to pre-IPO

Home Country of Provider: USA; also managing Taiwan, China, and UK parent corps with US Plans

Our specialty: Outsourcing Team for each Software; Low-cost; Time-sensitive

Marianne Brannock-Hill, President

Name of company: Solium Transcentive

Name of systems: Express Options, Shareworks, StockVantage

Outsourcing services: yes

Software for internal use: yes

Public./ Private company FOCUS: both

Home Country of Provider: United States, Canada, United Kingdom

Countries with on-site Client Relationship Support: United States, Canada, United Kingdom

About Solium: With more than 1,600 clients, 1 million participants in over 80 countries, and 30 years of experience, Solium is the world's largest independent provider of stock plan administration software and services. From self administered to fully outsourced, web based or installed software, fully integrated or component based services, Solium can provide issuers of all sizes an exceptional automated financial reporting and administrative solutions to meet your needs and preferences.

Name of company - Corporate Focus (Read our blog post about our name change from Two Step Software)

Name of system - Corporate Focus (Previously had a module called Equity Focus; now part of Corporate Focus)

Outsourcing services: No

Software for internal use:  Yes, the software is used in-house by the company's staff or by service providers

Public./ Private company FOCUS: We focus on privately-held emerging growth and venture-backed companies

product

tOption by Monidee

all share/cash plans

Internal exchange for private businesses

full outsouring or insoucing capacities

watch at www.monidee.com

regards

Didier

Name of company- OptionEase

Name of system- OptionEase,  EquitEase

Outsourcing services: yes/no-  yes

Software for internal use:  yes/no-  yes

Public./ Private company FOCUS: public / private / both-  both

Public company: Our largest client has 30,000 employees in OptionEase
Private company: We manage start-ups to pre-IPO

Home Country of Provider: USA

Optionease.com

(949) 542-3800
(866) 550-EASE (3273)

OptionEase is an enterprise class web based Software-as-a-Service (SaaS) application suite for the administration, valuation and compliance with stock option and equity compensation requirements in the US and Globally.

More than 800 companies ranging from small privately held start-ups to large multi-national public corporations are using OptionEase to comply with the complex regulation of FAS 123(R) [now ASC Topic 718] and manage their equity plans.

Name of company: Monidee

Name of systems: tOption

Outsourcing services: yes

Software for internal use: yes

Public./ Private company FOCUS: both (listed, non listed companies)

Home Country of Provider: Europe (netherlands), USA

Countries with on-site Client Relationship Support: Netherlands, Belgium, Germany,  United States (and providers in the UK, Scandanavia who use our software platform)

About Monidee For
more than 10 years, Monidee has provided professional reward plan
administration services tailored to meet each client’s specific needs.Our
award-winning proprietary software offers a suitable, efficient and
cost-effective solution for administering complex reward plans that can meet
the individual needs of both public and privately held domestic, national or
multi-national companies of any size.Whatever your requirements, Monidee will
work with you to understand your business needs and provide an ideal solution
for your company. Currently administrating over 125000 participants in all kind of plans, for listed and non listed companies, privatly or public and Monidee can over all kind of plans or internal exchanges. Also including CRD3 plans, and reporting IFRS2/USGAAP cost allocation tool all including in one software platform tOption

Since there isn't a category for stock plan participant communication and decision support software, I'd like to take this opportunity to introduce ECE members to StockOpter.com.

StockOpter doesn't do stock plan administration, but it works with any stock plan platform to create personalized reports, perform what-ifs and alert participants to take action.  Participants are provided with unique information that facilitates timely and informed decisions.  This includes: Forfeit Value, Leverage, Time Value, Concentration%, Goal Attainment and the Insight Ratio.  These concepts are explained in detail at:  http://blog.stockopter.com/category/how-to-and-concept-videos/.

A great deal of effort is put into administering equity compensation, but there is significantly less focus on making sure that employees fully understand and get the most out of their grants.  For more information on stock plan participant decision support visit: www.stockopter.com.

Name of company: Net Worth Strategies, Inc.

Name of system: StockOpter.com

Outsourcing services: yes, personalized stock plan communication & education programs

Software for internal use:  N/A

Public./ Private company FOCUS: BOTH

Home Country of Provider: USA

Countries with on-site Client Relationship Support: USA

Name of company: SyncBASE Inc.

Name of system: OPTRACK; other products for the company are CERTRACK and IFRSTRACK)

Outsourcing services: yes/no- yes through various outsourcing partners

Software for internal use: yes/no- yes

Public./ Private company FOCUS: public / private / both- both; 90% of clients are public, and 10% are private

Public company: Our largest public client has 6,000 active employees in OPTRACK

Private company: Our largest private client has 100 active employees in OPTRACK

Home Country of Provider: Canada

Total number of clients: about 1,000

Support for IFRS and US GAAP: IFRS/USGAAP/both - both

Multi-lingual Product: Yes/No - Yes - Languages: English, French, Spanish, Russian, Chinese

Multi-lingual Support: Yes/No - Yes - Languages: English, French, Spanish, Russian, Chinese

Multi-Currency: Yes/No - Yes

Countries Supported: China, India, Israel, Europe, South Africa, South America, United States, Canada

Contact: sales@optrack.net; 213.232.2727 x 4; http://www.optrack.net

About OPTRACK: a click of a mouse, OPTRACK handles option activities ranging from data entry to the full administration, valuation, expensing, reporting, tax, share dilution, and the complete note disclosures.

Over 1,000 companies in Canada, U.K., U.S. and all over the world are actively using OPTRACK on a daily basis, and relying on it for the completeness and accuracy of their stock-based compensation accounting.

OPTRACK was the first company in the world that came up with an accounting solution for stock-based compensation and has been operating since 2003.