EASi
Share Participant Portal
What You’re Up Against
Managing the needs of stock plan participants could easily be more
than a full time job. Keeping participants informed and demonstrating
the value of their equity compensation is only the tip of the iceberg.
You can spend countless hours communicating the details of plans
and deadlines along with providing general education about taxes and
how to handle transactions. Worse, you can get mired in the follow-up
to coax those slow to respond to acknowledge their grant packages.
The sheer volume of paper and postal processing can leave you with
barely enough time to attend to your more strategic management
responsibilities.
What You Need
Wouldn’t it be great to enable employee self-service? If your portal was
designed to deliver efficient and effective online grant communication,
it would be easier to reinforce the value of the plan to help motivate
and retain your talent. The ideal tool would let you customize and
Enable employee
self-service and online
grant communications
automate messages that you need to regularly send to participants,
like option expiration alerts. It would let you run a mail merge to
personalize communication and grant packages. You need a smart
tool that can identify the straggler respondents and remind only
them about deadlines with messages that you create once and can
use as often as you’d like. To save time and save money, you need
a technology solution that makes printing, faxing and mailing grant
packages a thing of the past.
Stop printing, faxing
and mailing grant
packages
Offload employee
inquiries, execution and
settlement with your
broker of choice
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GRANT
ACKNOWLEDGE
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EASi
Share Participant Portal
How EASi Does It
EASi Granting
From our self-service EASi.Share Participant Portal,
With EASi’s Online WorkStream Grant
plan participants can view and accept grants,
Communications you can eliminate manual
model exercise scenarios and exercise their options
processing and gain WorkStream efficiencies. From
with designated brokers. This time saving tool is
a central command center, a grant can be created,
included in the cost of your license and can easily
automatically sent to participants for review and
be turned off if you prefer to use your own portal or
acceptance and tracked for response. When a
the portal offered by your broker. The EASi Share
participant logs in via the EASi Share Participant
Participant Portal can be co-branded with your logo
Portal, they see a “To Do” list that informs them
and contact information to make it clear that this is
they have received a grant package that they
a company sponsored portal.
need to review and acknowledge. Stock Option
Administrators can control and manage every step
in the process. EASi’s smart software leverages a
single, real-time data source with built-in triggers to
move the grant process from start to finish. No more
printing, faxing, emailing or snail mail!
With EASi’s mail merge functionality you can create template-driven, customized
grant packages for each recipient. The system notifies the participant when a grant
has been offered and is ready for review. You can attach an unlimited number of
documents to a grant package. EASi also stores a copy of the accepted version
of the grant package which is retrieved each time the grant recipient views the
package in the future. We give you the flexibility you need by supporting a manual,
paper process for individuals who choose not to accept electronic grant package
delivery and those who live in countries that don’t honor electronic signatures.
Notification Engine
You can use EASi’s notification engine with the EASi Share Participant Portal.
This powerful notification engine lets stock plan administrators set up automated
email alerts and reminders. Messages can be sent to a specific individual or all
individuals under specified role(s) to be triggered for items like a grant expiring,
a transaction for a Section 16 Insider, an exercise needing approval or an
upcoming restricted-award taxable event. For online grant communications, the
notification engine identifies who hasn’t responded and lets you remind them
with a push of a button.
“EASi Broker Direct
enables stock plan
administrators to
streamline the exercise
and settlement process.
This level of integration
between EASi and
Raymond James provides
inherent efficiencies and
Working with Your Broker
When plan participants use EASi’s self-service portal, Administrators can partially
offload the time consuming processes of employee inquiry, execution, and
enhancements throughout
the company stock and
option plan exercise
settlement with their broker of choice.
process.”
EASi can allow broker access to EASi.Share accounts so the broker can use timely
grant information and modeling tools to give their best advice. The system also
provides real-time exercise costs and tax calculations.
EASi works with multiple brokers so you can work with the broker of your choice.
If your company chooses Raymond James as their broker, participants can take
advantage of EASi Broker Direct to initiate exercises with trades over the direct
connection between the EASi platform and Raymond James. EASi Broker Direct
makes online exercises practical and cost-effective for companies of any size.
Participants benefit from faster access to proceeds and a secure step-by-step
process for initiating exercises.
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Danny Quattlebaum
Senior Product Manager
Raymond James Financial
EASi
Share Participant Portal
Support for ESPP Plans
The EASi Share Participant Portal makes it easy and convenient for ESPP
participants to enroll during offering periods, adjust their withholding
amount, review past purchases and check their plan balance. EASi
provides an authentication approach based on answers to security
questions that lets participants get a login and password as soon as they
wish to access the EASi platform. EASi provides a flexible solution that
supports a variety of plan designs, keeps your plan in compliance and
meets all your ASC 718 reporting needs.
Find out more. Call an EASi representative at
(866) 336-3274 and introduce participant
self-service today!
Equity Administration Solutions, Inc.
4683 Chabot Drive, Suite 260 | Pleasanton, California 94588 USA
T +1 866.336.3274 | F +1 925.730.4327 | www.easiadmin.com
©2012 Equity Administration Solutions, Inc. • 9687
Raymond James & Associates, Inc. is not affiliated with Equity Administration Solutions, Inc.