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Accounting Firms

Plan Management Corp. is committed to providing leading administrative tools for accounting firms looking to provide administrative and reporting solutions for their clients. Whether it’s a full administrative platform, cap table solutions or ASC 718 reporting needs, we know you want an easy-to-use product that’s quick to implement and easy to maintain.

  • InvestmenTrax and OptionTrax platforms
    • Cap table and equity compensation administration, reporting and participant solutions
  • Financial reporting solutions
    • ASC 718 reporting for plan administration providers
  • Other technology gap solutions

When should I choose PMC?

PMC is the perfect choice for your clients’ and prospects’ plan administration when:

  • You need a reliable, effective platform with stellar support
  • You need a stand-alone financial reporting solution for your clients
  • You need a solution for cap table and equity plan administration that is easily consolidated
Looking for advice and guidance? Buyer's Guide