FEATURES
Online maintenance of legal entities, operational units,
plans, participants, grants, exercises, cancels, stock
swaps, etc.
Automatic grant ISO carry forward calculation
Automatic ISO exercise sequence
Prevents over-granting in plans
Prevents over-exercising in grants
Verifies file integrity through self-checking
and balancing
Automatically calculates
- Grant vesting values
- Grant vesting dates
- Grant expiration dates
Reported data exportable to spreadsheets
Handles stock splits and stock dividends
Data backup and recovery facility
Ability to purge old data
Data is password protected
Comprehensive reporting capabilities:
- Participant status
- Grant lists
- Historical grants
- Time period summary reports
- IRS and SEC information
- Tax reporting, both federal and state
- Any reports based upon user selected information
ADVANTAGES
SOCS runs in any Windows environment
- Integrated with MS/Office, Access 2000 preferred
- No other database software (e.g. Oracle) required
Extensive built-in customization capability
- Customize plans
- Customize plan participant groupings (e.g.
company officers, directors, insiders,
by location, etc.)
- Select participants by legal entity, operational
units, residence state, etc.
- Select participants who have certain plans, grants,
exercises, stock swaps, option price ranges, etc.
- Select by customized groupings or ad hoc criteria
SOCS facilitates correspondence with participants
- mail merge source for labels to participant home
or work address
- Prepare participant correspondence
- Prepare transfer agent correspondence
Get started quickly
- Demo database
- Online tutorial
- No programming skills necessary
Interfaces with Equity Edge and payroll systems
Hotline telephone technical support
Regular enhancements are available via download
from our website
R&W Software consultants are available to assist
with special requirements such as customized
calculations or creation of unique reports
