Resources

Constantly evolving.

The StockVantage software is constantly evolving to improve stability, increase performance and stay current with new and refined features. Here you will find current news, major improvements to the software and updated services that will make your experience with StockVantage even better.

June 2008

Tapping Resources | The HR Key to the ESOP Vault

Employee Stock Option Plans (ESOPs) are integral in ensuring the recruitment and retention of employees as well as adding to their motivation, dedication and the promotion of an involved and invested corporate culture…but is your plan realizing its full value?

March 2008

Professional Services Now Available

For those times where you find yourself in pinch, StockVantage now has Professional Services.

Software Release Update

A new version of StockVantage has been released and we thought you would be interested to find out about a few of the changes that will help you most. For expensing, you’ll find that StockVantage now has the exact journal entries you’ll need. For financial reporting, you can export your note disclosures in the exact format you require for your financial statements. For HR, you’ll find a new ISO limit report and the ability to use alternative vesting start dates. Overall, StockVantage continues to make it extremely simple and quick to administer and report on all aspects of your stock-based compensation plan while keeping you 100% compliant under FAS 123r and CICA 3870.

February 2008

SAS 70 Type II Report Now Available

In case your auditors are asking, StockVantage completed a SAS-70 Type II audit for the period July 1/07 to December 31/07. This report also addresses CICA Section 5900. This type II audit provides a description of StockVantage's internal controls as required by a Type I audit. In addition, detailed testing of controls over a six month period has also been completed.

January 2008

Beyond the Fifth Protocol

Implications to stock options when the fifth protocol of the US Canada Tax Treaty is ratified.

Software Release Update

In this latest release of StockVantage, you’ll find updates to make the system even more user-friendly. You’ll find your volatility calculations, historical forfeiture rates, and historical expected life of your awards are all available right when you are valuing your grants. The dilution report has more flexibility, allowing you to use a daily weighted average for the unamortized expense. For further ease-of-use, grants can now be updated and deleted in a single step. Overall, your experience in StockVantage will now be better than ever.

November 2007

Getting Started with StockVantage

Having trouble remembering everything from your training session? No problem! We've created a step-by-step Getting Started Guide that will take you through the four most common tasks.

StockVantage Customer Success: Western Goldfields

Western Goldfields, Inc. is an independent precious metals production and exploration company with operations focused on North America. They started using StockVantage in July, 2007.

Software Release Update

In this latest release, you’ll be able to export all reports to Excel in a single click. In addition, we’ve released the StockVantage Getting Started Guide which will further ensure your success. This will provide you with all the instructions you require to make the most of StockVantage after your training session.

April 2007

US FAS-123 (R) Reporting

With FAS-123(R) corporations are now required to formally disclose a number of details with regards to stock compensation plans. These details are indented to provide a broad- level of understanding to investors of the outstanding plans and their potential diluting effects on an earnings per share basis over the short and long term.

Stock Compensation Plan Management & Expensing

Expensing of stock-based compensation is now mandatory on an international basis and is of concern to any compensation plan administrator. This StockVantage document takes a look at new expensing reporting standards.