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Description

AwardTraq is Equity Methods' web-based Total Shareholder Return (TSR) tracking platform, serving 150+ publicly traded companies including Fortune 50 clients. The platform provides daily updates on outstanding TSR award performance and supports your EPS dilution process by calculating contingently issuable shares for ASC 260 purposes. Designed for public companies issuing TSR-based performance awards, AwardTraq keeps recipients and stakeholders informed on TSR progress while providing the critical inputs needed for financial reporting compliance. Key capabilities: - Daily TSR performance updates with automated peer group monitoring - Contingently issuable shares calculations for ASC 260 - Multi-company peer group tracking with corporate transaction screens - What-if scenario modeling for price/percentile analysis - Award Status PDF reports summarizing award terms and performance - Detailed Tie-out Excel reports with peer change tracking over performance periods - Secure participant portal for individual payout tracking - Single sign-on (SSO) capability for enterprise security - Custom report layouts matching your internal communications cadence AwardTraq undergoes annual SOC 1 audits by Ernst & Young, ensuring accuracy and compliance. Automated daily screens monitor corporate transactions impacting peer groups, reducing client research time and improving real-time reporting accuracy. Annual independent award payout analysis is performed by Equity Methods consultants, providing additional assurance throughout the award's life. The platform serves three primary user groups: Finance/Accounting teams rely on AwardTraq for ASC 260 compliance and contingently issuable shares calculations. HR/Compensation professionals use it for award design, performance m

Description

Upcrest is a versatile software solution designed to accommodate multiple companies, locations, users, and currencies, all while being highly customizable and parameter-driven. Its user-friendly installation process and intuitive interface make it accessible for everyone. Users benefit from on-screen assistance and a comprehensive manual that enhances their experience. This software is particularly advantageous for groups of companies that share common data, such as customers, suppliers, and products. With "Upcrest," data segmentation can be managed through user permissions, allowing tailored access for each company. This functionality streamlines the automatic generation of documents between companies in the same group, exemplified by how a Purchase Order from one entity can seamlessly transform into a Sales Order for another. Moreover, consolidated reports, including Balance Sheets and Profit & Loss Accounts, can be easily accessed, providing a comprehensive view of financial health across the group. Additionally, "Upcrest" enables collaboration and data sharing from various physical locations, making it an essential tool for modern businesses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Contact for Enterprise Pricing
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Equity Methods

Founded

1998

Country

United States

Website

equitymethods.com

Vendor Details

Company Name

ANAND ERP

Country

India

Website

www.upcrest.com

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage No 
ESOP Management No 
Financial Modeling No 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity No 
Public Equity No 
VSOP Management No 
Valuation Management No 
Vesting Management No 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Fixed Asset Management

Asset Budgeting No 
Asset Lifecycle Management No 
Audit Trail No 
Barcoding / RFID Yes 
Depreciation Management Yes 
Disposal Management Yes 
Document Management No 
Inventory Tracking No 
Tax Management No 

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