• Enjoy a robust, cost-effective
financial reporting solution
Simplify financial reporting with Solium StockVantage™, a
cost-effective solution that brings accuracy, speed and reliability
to your equity plan administration.
• Be fully implemented and trained
in five days
Streamline your recordkeeping and reporting
Benefits
• Access on-demand support from
our team of experts
With StockVantage, financial reporting is a snap. Ideal for finance professionals
looking for a feature-rich, in-house administration solution, StockVantage makes it
easy to comply with either U.S. GAAP or IFRS. You’ll have access to a vast selection
of predefined financial reports that support both standards, as well as administrative
reports to assist your internal teams.
You can also create your own reports with our ad hoc reporting engine, which allows
you to design and schedule reports according to your preferences. To further enhance
your compliance, we offer read-only auditor access and an SSAE 16 audit, completed
every six months.
Experience incredible value
This web-based solution mirrors the functionality and reliability of Solium
Shareworks™ to provide enterprise-caliber capabilities for small- to mid-cap
companies at an attractive price. With StockVantage, you enjoy robust recordkeeping
and reporting functionality without any of the features you don’t need. And in a world
where time is valuable, we ensure a quick and easy implementation process. Within
five days of sending us your data, you’ll be fully set up and trained on StockVantage.
Enjoy on-demand support
StockVantage offers self-serve simplicity to companies with in-house expertise, but
assistance is always close at hand. Enjoy access to on-demand support from our team
of professionals when you need help.
And when your organization requires a full participant experience with real-time trade
execution and dedicated support, migration to another Solium solution is seamless.
Features
Reporting
Financial reports – Use the predefined reports for compliance with U.S.
GAAP, Canadian GAAP and IFRS
Ad hoc reporting – Create and run custom reports for your accounting,
finance, payroll, HR and legal teams, using any combination of criteria.
Schedule these reports to run automatically, according to the time frames
and delivery options you choose.
Insider reporting – Run the proxy reports that are required disclosures
for Section 16 insiders in one consolidated process. Flag your directors
and officers in StockVantage to simplify filtering for other executive
reports.
File export – Export your reports to Microsoft® Excel® in one simple step
Compliance
U.S. compliance – Achieve compliance with FASB ASC 718, exchange
reporting, IRC Section 422 and SEC Regulation S-K. We also provide you
with an SSAE 16 that enables compliance with Sarbanes-Oxley.
Taxation – Determine effects on your APIC pool and deferred tax assets
Expense accounting
Multiple valuation types – Streamline your expense accounting with
support for Black-Scholes, trinomial lattice and intrinsic value valuation
methods, or input your own calculated fair value
Valuation assumptions – Input your own valuation assumptions or let
StockVantage determine them for you based on plan data and award
activity. Historical expected life, historical forfeiture rate and historical
volatility reports remove the guesswork.
Mark-to-market valuations – Create mark-to-market valuations for
non-employee grants – or any awards that require liability accounting.
Valuation calculator – Quickly run what-if expense scenarios for
hypothetical grants using different valuation methods or assumptions
Amortization methods – Use straight-line or graded (FIN-28)
amortization methods to calculate your expense. StockVantage will
automatically adjust the amortization to accommodate complex factors,
such as retirement eligibility.
Flexible expensing data sets – Simultaneously create multiple data sets
with different expensing parameters for ease of reporting on specific
populations
Mobility expensing – Keep track of your mobile employees, whether
they work globally or simply move from state to state, and let
StockVantage prorate the expense across those divisions accordingly
Expense analysis – Compare expensing results to identify trends and
quickly isolate changes that affect your expense totals period to period
Journal entries – Retrieve the equity accounting entries required to
update your ledgers, including initial expense amortization, exercise or
release transactions, forfeitures, or deferred tax asset amortization and
exercise effects
Administration
Flexible currencies – Issue grants and view account information in 35
currencies
Statement generation – Produce participant statements on demand for
any reporting period
Data integration – Eliminate double-keying by importing your data via
an automated bulk import that uses a flexible, user-defined file format
Data security – Control access to data and reports, so that
administrators are only able to view or alter data that is designated to
their role or location
Permission-based access – Eliminate delays by allowing HR, finance,
payroll, etc. to immediately run any report they need
Solium (TSX: SUM) provides cloud-enabled services for global equity administration, financial reporting
and compliance. Through innovative technology and services, we power efficiency and accuracy of share
plan administration and equity transactions. With operation centers in the United States, Canada and the
UK, Solium serves more than 2,300 clients with employees in over 80 countries.
For more information
Visit us at solium.com
Contact us at [email protected]
Follow us @Solium
Calgary | Montreal | Toronto | San Francisco | Shelton | Tempe | London | Sydney
©Solium Capital Inc. 2012. All rights reserved. StockVantage, Shareworks, the Solium logo and all product logos are trademarks or registered trademarks of Solium in
the U.S. and/or other countries. All third-party product and company names are for identification purposes only and may be trademarks of their respective owners.
Contents are subject to change without notice.