Smarter, Simpler Equity Compensation Administration
Equity compensation administration is hard – your provider shouldn’t make it harder. Plan Management Corp. is focused on making the solution to your recordkeeping and reporting requirements transparent, simple and straightforward.
Plan Management Corp.’s OptionTrax™ platform is a robust platform with simplified navigation and intuitive design. The solution includes:
- Recordkeeping and reporting for all award types
- Financial reporting – expense, tax and disclosure reporting
- Participant portal with several brokerage models available
For companies that need additional support, Plan Management Corp. offers FlexSourcing™ which allows companies to pick the level of support they need when they need it.
- One platform for self-administration and outsourcing allows companies to dial-up and down service as needed with no change in functionality or employee access
- Temporary or long-term support available
Benefits for Public Companies
Public companies using Plan Management Corp. benefit from our 40 years of experience in working closely with small to mid-cap companies in the fields of securities transfer, and corporate action management, and decades in the equity compensation plan administration.
||Simplicity – saves time and money
- Simple, easy-to-understand menus make navigation easy and intuitive
- One provider – a single source for implementation, conversion, self-administration and outsourcing
- Financial reporting is flexible and robust, significantly reducing the time spent completing your period reporting
- You don’t need to be a “power-user” to be a powerful user – no certifications or universities – just an easy-to-master web-based platform
||The human approach keeps everything moving forward
- Centralized service – our support model means you talk to administrators who are located in the same location as management, product and technology staff – communication is rapid and concise, and issue resolution is far faster and more accurate than with decentralized models. Your questions, your answers, and your data stay right here – no traveling overseas and back.
- Flexible broker models from manual multi-broker all the way to online trading with leading brokerage firms.
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Self Administration Outsourcing