You know that shareholder records must be up-to-date, auditable and presentable for clients, investors and auditors. Plan Management Corp.’s (PMC) proprietary platform, InvestmenTrax™, allows you to manage securities and shareholder records for your private company clients with just one logon to administrate multiple clients. Reporting and recordkeeping includes a detailed cap table, tracking the life cycle of your clients’ securities, cost basis data, corporate action management and more. InvestmenTrax can be integrated with our OptionTrax™ platform so you administrate your clients’ stock option and equity compensation plans as an additional service, or they can be administered directly by your clients. And InvestmenTrax™ and OptionTrax™ are web-based, so they are always available – no installation or computer updates required.
InvestmenTrax™ and OptionTrax™ platforms provide:
- Cap table and equity compensation administration, reporting and expensing solutions
- The ability to share reports with clients online via the Administration Portals
- Sharing of statements and documents online with client investors via the Shareholder Portal
- Easy switching between a portfolio of clients within InvestmenTrax™
PMC can work in the following partnership models:
|Sub-licensor/ Reseller||PMC as Administrator||Referral Partner|
|PMC and your firm can contract together so that you are able to offer and contract directly with your clients for InvestmenTrax™ and/ or OptionTrax™ licenses.
||PMC and your firm can agree on bulk pricing for your client base, based on a minimum amount of clients, and PMC will perform the administration for you.
||PMC as a trusted partner for your firm and a go-to referral for your clients’ securities recordkeeping and equity compensation plan administration needs.
When should I choose PMC?
PMC is the right choice for your clients’ cap table and equity plan administration when:
- You are looking for a reliable, stable, experienced partner who you can trust to do the job right
- You need user-friendly, effective platforms with stellar support
- You need an online solution that allows you to easily share information between your team and your clients
- You need to securely service multiple clients without having to log-in and out for each company
- You or your associates are spending too much valuable time handling the securities recordkeeping and/or plan administration for your clients
- You need reasonably-priced, comprehensive systems to assist your clients.