Data Informatics, LLC
Stock Option and Equity Grant Accounting Software, Custom Database Design, and Financial Services Consulting

Stock Informatics

Stock Informatics has become a respected national source for Equity Grant accounting software and a provider of independent consultations and valuations for Stock Options, Equity Grants, Restricted Stock Grants and Warrants.

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To learn more about Stock Informatics and to schedule a product demonstration, please click here.

 
Time to Update
Stock Informatics Major Program Update!

November 14, 2014 - Data Informatics, LLC announces the release of its 2014 Stock Informatics software update.

Stock Informatics has become a widely respected national source for Equity Grant accounting software as well as a provider of independent consultations and valuations for Stock Options, Equity Grants, Restricted Stock Grants and Warrants.


We have been working diligently to provide our Stock Informatics clients with this
Major Software Update which includes the following enhancements:

  • Automatic identification of Pre-Vesting Forfeitures, enabling exact annual pre-vesting forfeiture true-ups of compensation expense. For clients who have experienced participant turnover, it is anticipated that this enhancement will detect and document additional compensation cost reversals.
  • Additional equity grant Expense Attribution Methods which includes the following:
    • Level Straight Line - our original method which expenses grant costs evenly over the vesting period, based on the number of days in each year.
    • Recalculating Straight Line - to accommodate sporadic and variable vesting percentages, this method insures that you are expensing at least the amount associated with vested grants in each period, and recalculates a straight line amortization of the remaining expense to the next vesting date. The recalculation is then repeated after each vesting date.
    • Per Vesting Schedule - useful in those instances where significant cliff vesting may occur in future periods and you may wish to recognize the expense only as vesting occurs.
    • Tranche Straight Line - treats each vesting date and percentage as a separate grant using level straight line attribution. The result produces an acceleration in the recognition of compensation expense.
  • Enhanced Risk Free Rate tables allowing for interpolation of expected lives less than one year.
  • Streamlined Vesting Schedule Setup incorporating enhanced program settings which include: equity grant types, expense attribution methods, performance based grants, annual pre-vesting forfeiture true-ups, simplified setup of RSG's and RSU's.
  • Enhanced reporting of Annual ISO Vesting Limits, combining all grants for simplified monitoring of annual ISO vesting limits.
  • Several Reporting Enhancements with format and content changes.
  • Additional fields available in the Excel Export routine.
Steps to Upgrade:

All Stock Informatics clients may participate in this software upgrade and are also encouraged to schedule Personal Consultations to review and implement the new system settings required for this upgrade.

To better coordinate software implementation and consulting schedules, we are offering a new Appointment Scheduling service by clicking here.
  • For clients NOT utilizing a Remote Desktop access (i.e. not using Citrix or Microsoft Terminal Services) in the operation of Stock Informatics:

Identify a single Stock Informatics User (System Administrator) and have that person schedule an appointment for: "Stock Informatics Equity Grant Consult - 2 Hours". During this session we will upgrade your software, review and adjust grant settings, run reports, perform any grant maintenance you need assistance with, and discuss any questions.

  • For clients utilizing a Remote Desktop access (i.e. Citrix or Microsoft Terminal Services) in the operation of Stock Informatics:

1. Ask your IT Department schedule an appointment for "Stock Informatics Software Version Upgrade IT Assistance".

2. Once your IT Department's appointment is scheduled, please identify a single Stock Informatics User (System Administrator) and have that person schedule an appointment for: "Stock Informatics Equity Grant Consult - 2 Hours". During this session we will review and adjust grant settings, run reports, perform any grant maintenance you need assistance with, and discuss any questions.

Please note that Stock Informatics' value added consulting services will be billed at the Professional Services hourly rate contained in your License Agreement.

Here's what our customers have to say:
"Stock Informatics is a wonderful solution for tracking our warrant and option programs.  Not only does the software provide a detailed reporting option, it also provides detailed record keeping that’s only a keystroke away.  The company provides excellent quality service, always willing to assist no matter what the question may be. 

It’s  a great comfort to our organization to have Peter Minford and Stock Informatics as part of our team!"

- Executive Officer, community bank, Georgia - customer since  2004

"Stock Informatics has exceeded our expectations.   The software itself is excellent.   The delightful surprise for us has been the overall expertise and responsiveness of customer support.   Stock Informatics doesn’t just support their software,  Stock Informatics personnel are experts in the accounting and regulatory issues related to stock options, and this depth of background has allowed us to use the software to even greater benefit than we initially expected. 

I strongly recommend Stock Informatics."

- President, technology company, Massachusetts - customer since 2010

 

“We purchased Stock Informatics a few years ago and are very happy with our choice.  Customer service has been nothing less than outstanding. The program is user friendly and provides accurate reports for all of our needs.

We would definitely recommend this software to other companies.”

- Senior Legal Administrator, technology company, New Jersey - customer since 2009

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