OptionEase Intros Dashboard for Partner Brokerage Houses

OptionEase today unveiled a new dashboard geared towards brokerages to help firms complete transactions faster while remaining within compliance regulations. OptionEase claims that theirs is the first dashboard to provide critical data to hide, expand, cancel or modify exercise transactions.

The solution is offered as an on-demand, software-as-a-service (SaaS) application for fair-market-value accounting and compliance. It boasts a multi-client interface and additional views into mission-critical data regarding stock option and equity activity. According to a press statement, “the portal is part of OptionEase’s ongoing efforts to provide CFOs, brokers and end users with intuitive, comprehensive products that fully meet the requirements of today’s stringent regulatory environment.”

“Today’s release of the brokerage portal is a direct result of the close manner in which we work with customers,” says Kim Kovacs, CEO of OptionEase. “Brokers told us this kind of dashboard, which previously did not exist in the market, would lessen the burden they face in tracking and reporting on client activity. We responded to their need, as we do every day in support of more than 500 customers around the world.”

The portal’s customizable dashboards enables firms to adapt the ways in which they view client information, with options to hide or expand exercise transactions and cancel or modify exercises, according to a company release. It continues: “Unlike competing products that are not available to other broker firms, OptionEase’s brokerage portal feature is available to all partner brokerages of OptionEase.”

OptionEase is headquartered in Mission Viejo, CA. and is funded by venture capital and private equity.

Phil Albinus is the former editor-in-chief of Advanced Trading. He has nearly two decades of journalism experience and has been covering financial technology and regulation for nine years. Before joining Advanced Trading, he served as editor of Waters, a monthly trade journal ... View Full Bio