Partnerships

Fidelity Investments

Fidelity Investments manages a large family of mutual funds, provides fund distribution and investment advice services, as well as providing discount brokerage services, retirement services, wealth management, securities execution and clearance, life insurance and a number of other services.

Merrill Lynch

Merrill Lynch is one of the world’s premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Working with our clients as strategic partners, we create and execute winning solutions, which address our clients’ most pressing strategic, financial and investment needs—anywhere in the world.

UBS

In the investment banking and securities businesses, UBS provides securities products and research in equities, fixed income, rates, foreign exchange and metals. It also provides advisory services as well as access to the world's capital markets for corporate, institutional, intermediary and alternative asset management clients.

Transcentive

Transcentive, a Computershare company, pioneered the industry by introducing the first stock option software to manage employee equity plans. Today, Transcentive is more than a software developer. Our 30 years of experience, combined with feedback from thousands of clients, positions us to provide not only the best software in the industry but also a full line of advisory solutions.

Radford

Radford’s team of actuarial experts provide a best-in-class approach to valuation of stock options and other equity vehicles in compliance with FAS 123(R), including the development of required assumptions for option pricing models; alternative modeling approaches that better approximates compensation expense; and accounting and tax treatments under FAS 123(R). Radford’s goal is to be the premier service provider for design, valuation, and reporting of equity compensation.

EASi

Equity Administration Solutions, Inc. www.easiadmin.com is the largest independent stock plan software technology company in the world. Unlike other technology providers, EASi works with any brokerage firm and does not derive any revenue from wealth management fees or trading commissions. A SaaS company, EASi set the standard in stock plan solutions with its comprehensive industrial-strength platform that handles all the accounting, tax, administration, participant services and compliance needs of companies that grant equity awards. Headquartered in Pleasanton, CA, EASi serves more than 700 companies on five continents in 18 countries with participants based in 70 countries and continues to lead the industry with second-to-none solutions in areas including FAS123R, IFRS2, Performance Awards, material modifications and WorkStream process automation. In 2010 Inc. Magazine ranked EASi 35th in the Financial Services industry segment and in the top 12% on its annual list of fastest growing private companies in America. In 2011, EASi was ranked 174th on Deloitte’s Technology Fast 500 ranking of the 500 fastest growing technology, media, telecommunications, life sciences, and clean technology companies in America.

OptionEase

OptionEase is the market and technology leader in on-demand accounting compliance solutions. More than 350 companies ranging from small privately held start-ups to large multi-national public corporations are using the OptionEase compliance solution to comply with the complex regulation of FAS 123(R) and manage their equity plans. Built for the CFO by accountants and auditors, the OptionEase solution, which is SAS 70 Type II certified, is the only accounting-based application that can grow with your company’s needs to support critical assumptions and decisions for equity compensation.

Charles Schwab

Charles Schwab is a leading provider of investment services including online investing, financial advice and banking solutions.

OptionTrax

OptionTrax gives both the administrator and the participants the ability to easily access and update all their benefit plan information, online, anytime.