What type of alerts and monitoring does Grantd provide?
Understand the different types of alerts available to monitor your clients' equity compensation portfolios.
Decision Criteria Alerts
Grantd's monitoring function sends users and participants email alerts when designated decision criteria are "triggered" by the closing stock price. These triggers include:
Exercise Priority Score
Alert when ratios go above specified thresholds (e.g., when ratios go above 85%)
VaR Ratios (Value at Risk)
Notification when Value at Risk metrics reach critical levels
Stock Price Targets
Alert when stock price reaches your specified target prices
Financial Goal Attainment
Notification when clients reach their financial goals
Concentration Levels
Alert when portfolio concentration reaches specified thresholds
Important Date Alerts
The system notifies advisors and clients by email of upcoming deadlines including:
Vesting Dates
Get advance notice before shares vest
Option Expiration Dates
Alerts before options expire
Renewal Reminders
Grantd automatically sends email alerts 7 days prior to a participant coming up for renewal
Note: You can change the alert rules in the Alert tab found at the top of each client's portal.
Portfolio Risk Alerts
The monitoring function alerts users of critical changes in values such as:
Stock Price Movements
Track significant changes in the underlying stock price
Risk/Reward Ratio Changes
Monitor shifts in the risk/reward profile of holdings
Concentration Changes
Get notified of changes in the level of concentration in employer stock and options