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Equity Compensation Plan and ESPP Software and Services

Simplify your employee stock plan administration with this complete management solution

Plan Management Corp. offers a complete solution to manage your employee stock plans. It simplifies virtually every facet of plan administration with automated tracking, reporting, compliance, and communication capabilities.

OptionTrax™ was designed by equity benefit administrators with years of experience. We know that providing information to, and answering requests from, your participants can consume hours of your time. That is one of the prime reasons we developed OptionTrax™; to give you and your participants the ability to quickly and easily review and update equity benefit accounts. OptionTrax™ gives the administrator the ability to easily access and update all their benefit plan information, online, anytime.

OptionTrax™ Platform

The OptionTrax™ Platform is the complete solution to manage your employee stock plans. It simplifies virtually every facet of plan administration with automated tracking, reporting, compliance, and communication capabilities.

With OptionTrax™, you get:

  • SSAE-16 Type II compliance audit annually
  • Single Web-based platform for stock options, RSAs/RSUs, performance structures, warrants and ESPPs
  • Easy to navigate and understand menus and reporting functionality
  • Administrative reporting and an ad hoc tool that make reconciliation easy
  • Robust financial reporting includes streamlined assumption generation, valuation, expense reporting, diluted EPS, disclosures and tax accounting (ASC 718, ASC 260)
  • The most flexible yet easy-to-use Performance Award setup and management system on the market
  • Participant Access that allows participants to review their own online accounts and transact in a simple, intuitive interface
  • ESPP module to track all cash contributions and rollover funds, share purchases and withdrawals
  • Additional detail on full OptionTrax™ functionality

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Self Administration   Financial Reporting

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