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Public Companies


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.
Public Companies

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Call, email or use our Contact Form and get a step closer to the feeling of confidence that only PMC provides!

Self Administration   Outsourcing

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