Executive plans
Providing comprehensive features for maintaining records and administering executive share plans
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Accounting and Tax
Calculating accounting adjustments for IFRS 2/FRS 20 and associated deferred tax assets
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Employee Portal
Providing plans participants and shareholders with controlled access to information and announcements, and facilitating online exercise/transfer instructions
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Workflow Management
Managing workflow through integrated procedures, checklists and stakeholder collaboration
Participant Records
Maintaining participant records, facilitating correspondence, reporting and analysis
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Share Register
Maintaining share register records whilst fully integrating with employee share plan records
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Trust Records
Maintaining integrated records of EBT shareholdings, cash balances, assets and liabilities
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Dividends
Calculating dividend and 'benefit of dividend' entitlements arising in connection with share plans
SIP Administration
Providing comprehensive features for all-employee SIP administration
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Compliance
Assisting with compliance matters such as HMRC reporting, dilution headroom calculations etc.
Reporting
Providing an extensive range of reports, generated on demand in Excel, Word and PDF formats
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Data import
Providing advanced features for importing data from other sources and integration with other systems