Let's face it: brokers simply aren't in the financial reporting business. They want to trade and manage wealth, and each highly compensated employee is a potential client. In their world, corporate tax and accounting issues are just unfortunate side effects, so you're left to reconcile stacks of spreadsheets and oversimplified reports.
Our Fortune 500 clients commonly struggle with the same thing. Their spreadsheets can't keep up with modification accounting issues due to changing vesting terms, retirement planning, forfeitures, and employee mobility. EquiLink, designed by accountants, makes it possible to: