TD Ameritrade Announces Strategic Relationship with EASi
September 25 2014 - 8:30AM
Business Wire
Expands Workplace Solutions with
Open-Architecture, Customizable Offering for Managing Equity
Compensation Plans
TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer
subsidiary of TD Ameritrade Holding Corporation (NYSE: AMTD), today
announced a relationship with Equity Administration Solutions, Inc.
(EASi) one of the largest equity compensation software-as-a-service
companies in the world and a leading provider of administrative
support for employee stock plans.
Under the terms of the agreement, TD Ameritrade will handle
participant servicing for participating EASi stock plan clients,
combining EASI’s streamlined platform for accounting,
administration and reporting with TD Ameritrade’s broad array of
brokerage services. Plan sponsors will have a seamless, transparent
and flexible end-to-end solution, while employees will enjoy an
integrated experience with access to their stock plan information,
as well as investment tools and resources.
“As part of our commitment to creating innovative solutions for
corporate clients and their employees, we uncovered a need in the
marketplace for an open-architecture approach to managing employee
stock plans,” said Brian Burke, Director of Stock Plan Services at
TD Ameritrade. “By working with leading equity administration
platform providers such as EASi, we can offer corporate clients a
more customizable and transparent solution that combines a top
administration platform with our brokerage tools, education and
resources so employees can be in a better position to make
decisions when it comes to managing their equity compensation.”
“In helping hundreds of clients manage their equity compensation
plans, we have learned that an ‘all-in-one’ broker-administrator
platform forces companies to compromise in how they manage their
employee stock plans,” said Michael Boese, Chief Executive Officer
of EASi. “With TD Ameritrade, we have seamlessly integrated our
cloud-based administration and reporting platform with their
leading brokerage services allowing our clients the best of both
worlds. We are thrilled to be working with the TD Ameritrade team
and look forward to a very successful relationship.”
Representatives from both TD Ameritrade and EASi will be
speaking at the 2014 National Association of Stock Plan
Professionals (NASPP) conference next week in Las Vegas, NV from
September 29-October 2.
About TD Ameritrade Holding CorporationMillions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and
education to help make investing and trading easier to understand
and do. Online or over the phone. In a branch or with an
independent RIA. First-timer or sophisticated trader. Our clients
want to take control, and we help them decide how - bringing Wall
Street to Main Street for more than 39 years. An official sponsor
of the 2014 and 2016 U.S. Olympic and Paralympic Teams, as well as
an official sponsor of the National Football League for the 2014,
2015 and 2016 seasons, TD Ameritrade has time and again been
recognized as a leader in investment services. Please visit
TD Ameritrade's newsroom or www.amtd.com for more
information.
Brokerage services provided by TD Ameritrade, Inc., member
FINRA (www.FINRA.org) /SIPC (www.SIPC.org)
Source: TD Ameritrade Holding Corporation
About EASiSince 2002, Equity Administration Solutions,
Inc. (EASi) has been making it easier for companies to compensate
top talent with share-based awards. EASi’s user friendly, web-based
technology streamlines plan management, financial reporting, and
analysis so that clients can focus on driving strategic value from
their equity compensation programs. With technology based on
in-depth accounting expertise and a flexible broker of choice
model, EASi has helped over 900 companies worldwide innovate their
equity management processes. For more information, visit
www.easiadmin.com.
TD Ameritrade ContactsFor Media:Brendan McManus,
201-369-8541Communications & Public
Affairsbrendan.mcmanus@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Investor Relations &
Financejeffrey.goeser@tdameritrade.comorEASi ContactFor
Media:Leslie Leach, 925-730-4300Vice President of
Marketingleslie.leach@easiadmin.com
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