Putting the pieces together

Merrill Lynch

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute winning solutions, which address our clients’ most pressing strategic, financial and investment needs—anywhere in the world.

UBS

In the investment banking and securities businesses, UBS provides securities products and research in equities, fixed income, rates, foreign exchange and metals. It also provides advisory services as well as access to the world's capital markets for corporate, institutional, intermediary and alternative asset management clients.

Morgan Stanley Smith Barney

Wealth management can help you determine what's really important to you, then develop actionable strategies to help you realize your most cherished hopes and defend against the things that might undo them. Investments? Of course. Borrowing? Strategically, yes. Managing risk? Systematically. Planning deliberately so that your wealth works to bring you a lifestyle well earned? That's where it starts.

Transcentive

Transcentive, a Computershare company, pioneered the industry by introducing the first stock option software to manage employee equity plans. Today, Transcentive is more than a software developer. Our 30 years of experience, combined with feedback from thousands of clients, positions us to provide not only the best software in the industry but also a full line of advisory solutions.

Radford

Radford’s team of actuarial experts provide a best-in-class approach to valuation of stock options and other equity vehicles in compliance with FAS 123(R), including the development of required assumptions for option pricing models; alternative modeling approaches that better approximates compensation expense; and accounting and tax treatments under FAS 123(R). Radford’s goal is to be the premier service provider for design, valuation, and reporting of equity compensation.

EASi

EASi has redefined how companies manage and report on equity compensation. Deep expertise in accounting and systems design along with a singular focus is what distinguishes EASi. We built our software from the ground up to address accounting rules and standards. Today, nearly 500 companies rely on EASi. Our customers are public and private companies of all sizes from every industry. They rely on EASi because we are the only solution that completely addresses the five pieces of FAS - Valuation, Expense, Corporate Tax, Dilution, and Disclosure.

OptionEase

OptionEase is the market and technology leader in on-demand accounting compliance solutions. More than 350 companies ranging from small privately held start-ups to large multi-national public corporations are using the OptionEase compliance solution to comply with the complex regulation of FAS 123(R) and manage their equity plans. Built for the CFO by accountants and auditors, the OptionEase solution, which is SAS 70 Type II certified, is the only accounting-based application that can grow with your company’s needs to support critical assumptions and decisions for equity compensation.