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Take stock of your situation.

Whether you are a public or private company, properly managing stock-based incentives is a complex task. Evolving and increasingly stringent regulatory requirements mean that you need a sophisticated set of tools to ensure compliance and accurate reporting. 

StockVantage offers a simple yet powerful solution.   

Delivering sophisticated functionality to small and medium sized companies.

StockVantage’s cost-effective and easy-to-use Web-based solution ensures you have a state of the art tool set for stock compensation management, expensing and reporting. It provides confidence and peace of mind to both the CFO and the Board that the compensation plans are being administered correctly.

Based on an industry leading technology platform.

StockVantage’s Web-based platform is based on Solium Capital Inc.’s Shareworks™ application, the industry leading tool set for large scale equity compensation programs. With a scaled down set of tools that achieve affordability and self-serve simplicity, StockVantage is tailor made for small and mid-cap companies.

Put the benefits of StockVantage to work for you.

Stock Plan Administration
Manage unlimited plans of all types Orange Check
Stock Options Orange Check
Share Appreciation Rights (SARs) Orange Check
Share Units (including flexible dividend and distribution application) Orange Check
Stock Settled Share Appreciation Rights Orange Check
Share pool management Orange Check
Flexible user-defined vesting schedules Orange Check
Blackout administration Orange Check
Insider (office & directors) tracking, reporting Orange Check
Employee/participant overview and summaries Orange Check
Full record keeping of Orange Check
Option/SAR exercises Orange Check
Share Units redemptions Orange Check
Cancellations with type Orange Check
Support for multiple currencies Orange Check
Reporting
Reporting for past, present and future periods Orange Check
Exchange reporting Orange Check
Participant detail reporting Orange Check
Reconciliation reporting Orange Check
Aggregate awards exercises reporting Orange Check
Filtering of reports by employees, plans, grants Orange Check
Export of all reports to excel Orange Check
Integrated quote feeds Orange Check
Expensing & Disclosures
FAS 123(R) & CICA 3870 compliant expense valuation and reporting Orange Check
Black-Scholes and binomial lattice model valuations Orange Check
FAS 123(R) disclosures Orange Check
Calculation of Additional Paid in Capital Pool (APIC) and Deferred Tax Asset (DTA) Orange Check
Dilution report Orange Check
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