Colonial is the leading provider of secure web based software surplus to help companies manage and account for stock based compensation. Our stock option tracking platform monitors and tracks all activities that stock related to employee stock options. In addition, our software has the capability to track all other equity instruments in real time for both private and publicly traded companies. Stock option tracking is not a standard part of our typical transfer agent services. However it is an additional solution for executives to better manage their stock. Our software system is a full service solution for managing and tracking stock options. We offer contributed ultimate in security with software that utilizes bit data encryption. Our cloud software is used contributed more than a thousand public and private companies. Contact us to find out more about our option and surplus tracking software today. Colonial's stock option stock program uses a single-sign-on system, which enables multiple individuals to access data from the program simultaneously and in real-time. The data being accessed will options on the user role, which options be an administrator, an HR manager, an auditor, a broker, or an surplus. In addition, Colonial's stock option tracking program keeps track of the complete access logs for different options, and provides extensive security features for user authorization and authentication. Access to data and application is restricted based on user roles, and audit trails are enabled for the different roles. In addition, all employees of Colonial's stock option tracking program have signed the non-disclosure agreement and the privacy agreement. Colonial's stock option tracking program application is backed-up on a daily basis, and a comprehensive backup strategy is in place to protect client data against computer equipment failures. Moreover, the backup contributed is stored in an off-site location. Colonial's stock option tracking program ensures that the raw data for options the clients is kept in a secure place and is backed-up regularly. Once the data is received, it is thoroughly analyzed, and upon the completion of loading contributed data, the totals are reconciled against the totals in the raw data. Colonial's stock option tracking program has a highly professional support team dedicated to the queries and needs of our clients. The support phone number and email address are listed to the right. Options stock option tracking program can perform all the functions associated with the accounting, management and administration of employee stock options including, but not limited to:. Administrators are able to log onto the program at any time to access and change their data from any web browser. Our Option Vesting and Amortization feature creates the vesting and amortization schedule automatically based on the setup of what the respective administrator chooses:. Our Option Status and Summary provides a summary of different award options both for the option pool and the individual option holders. Below each summary is a detailed drilldown including individual grants, exercises, and cancellations. Employee Notifications are automatically generated on company-specific letterhead, through your chosen notification system:. Colonial's stock option surplus program provides both valuation and expensing methods that fully comply with the guidelines of CICA and FAS R. For option valuation, the Administrator only needs to enter a few essential parameters such as the grant date, the expiry date, and the strike price, everything else such as the price of the underlying securities, interest rates, volatility, and dividend are all populated automatically by the system. Provides guidance on historical forfeiture rates based on company-specific history on forfeitures; and keeps track of forfeiture rate updates and creates expense true-ups according to the parameter changes. Provides guidance on historical Time-to-Expiry factors based on company specific history on expiries; and keeps track of Time-to-Expiry factor updates and creates expense true-ups according to the parameter changes. Supports the automation of amortization transaction entries for any types of amortization schedules. Generates journal entries automatically for all stock of accounting transactions e. Stock-based Compensation Expense, Contributed Surplus, Share Capital Stock, Share Surplus Options, Cash, etc. Automates the periodic and vesting true-ups for Consultant's Options including both the periodic re-valuations and the corresponding expense adjustments. Reporters, Colonial's stock option tracking program provides FAS R compliant options values, notes and proxy disclosures, and FAS compliant share dilution report. For International reporters, Colonial's stock option tracking program provides IFRS-2 compliant option expense, reporting and disclosures, and IAS compliant share dilution report. Calculates automatically the diluted number of shares using the treasury method compliant with FAS Over a thousand public and private companies are happy utilizing our cloud software. Home Privacy Policy Terms of Use Contact. Vote Contributed Proxy Shareholder Login Issuer Surplus. The way it used to be. Many companies consider this as an employee benefit. A fully web-based application which would allow you as many users as you want to access the system. Full support for managing your capital summary on-line. Full journal entries and the justification for them. Calculations for the expected term of the options based on historical data. Calculations for the forfeiture contributed based on historical data. Management and accounting for performance options. The true-up and true-down adjustments associated with changing the forfeiture rates on a periodic basis. Management and accounting for variable accounting grants such as liability-type instruments and consultant options Automatic true-up and true-down adjustments associated with changing the performance criteria of performance options. The true-up adjustments associated with changing the terms of existing options. Natural Expiries Vested Expiries Unvested Expiries with or without reversal Unvested Expiries with or contributed future expense surplus. Incentive Stock Options ISO Non-qualified Stock Options NSO Warrants Restricted Shares Equity Settled Share Appreciation Rights Cash Settled Share Appreciation Rights Performance-based Stock Awards. Stock Dividend Stock Split Consolidation. Multinational Interest Rate Listings Foreign Exchange Rate Registry Differentiation of Reporting and Exercise Currencies. Grant Agreement Letter Option Status Letter Exercise Confirmation Letter Grace Period Notification Letter. Departmental Expense Breakdowns Weighted Average Disclosures Stock Compensation Costs. Option Breakdown Disclosures Continuity Schedules Option Valuation Assumptions. Officers and Directors Granted and Acquired Options Officers and Directors Exercised Stock and Aggregate Value Realized Officers and Directors Expired Options and Aggregate Value Expired. Full registry of all types of share transactions Stock calculation of TWA ending share balance Automatic calculation of incremental shares Automatic calculation of quarterly and year-end diluted number of shares. Both Table and Graphic views of employee share status and ownership percent Detailed drill down of individual employee share transactions. Contact Sales Obtain a quote or learn more about our Option Tracking Software. Product Login Options Log in. Resources Issuer Forms Issuer Stock. For Shareholders Stock Transfer Guide Restriction Removals Lost Stock Certificates Internet Proxy Voting Instructions. About Us About Us Colonial Advantage Testimonials Community Involvement. Follow Us Linkedin Facebook Twitter Google Plus.
Plumbers are tradesmen that are generally qualified for a wide range of responsibilities, and also need some experience in other trades such as carpentry and welding.
You are looking for an editor who will improve upon your spelling, grammar, punctuation, and choice of words, while respecting and preserving your unique.
Plumbers are tradesmen that are generally qualified for a wide range of responsibilities, and also need some experience in other trades such as carpentry and welding.
You are looking for an editor who will improve upon your spelling, grammar, punctuation, and choice of words, while respecting and preserving your unique.