OptionTrax Provides Flexibility, Affordability, and Ease
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The Power of OptionTrax
OptionTrax® gives both the administrator and the participants the ability to easily access and update all their benefit plan information, online, anytime.
Administrator Benefits
All administration functions are controlled from one screen
Simplifies adding, editing and deleting both participants and grants
Fast, accurate administrative reporting
Manage options, warrants, restricted stock, and units
Generate and manage grant agreements at the grant or participant level
Fully web-based, OptionTrax® is available 24/7 from any location!
Participant Benefits
Full access to all benefit plan information, 24 hours a day, seven days a week
Perform cashless exercise of stock options
Downloadable and printable plan documents, grant agreements, statements, and broker enrollments
Plus much more
Call us today to find out how we can help you better manage your stock benefit plan
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