Spending too much time on equity management?
Save time with fully-featured equity management tools and services that meet the needs of all your stakeholders and help you to get back to business.
Save time with fully-featured equity management tools and services that meet the needs of all your stakeholders and help you to get back to business.
Or let our industry-leading Certified Equity Professionals® manage the day-to-day for you.
Save time and money on expensive audits with best-in-class equity plan disclosure reporting
I do not mind shouting my praise for the system – it truly has been a life and time saver for us. We could not be happier – honestly!
Jeanne Strand, Plan Administrator, Kymeta
Your flexibility, persistence and hard work to achieve success [for our project] was greatly appreciated!
Karen Owsley, Public Relations, Wawa
OptionTrax is the perfect solution for what we were looking for. The flexibility of the system to process and track our unique payout schemes is just the start. The system itself offers so much more and is very easy to use. The support team has been fantastic in helping us transition into the system and had us up and running smoothly in no time. I truly appreciate all their hard work and quick turnaround to all of our requests.
Diane Rock, Corporate Paralegal, Westmoreland Mining
No more battling Excel with our streamlined award valuation
Full-featured with comprehensive support. Starting at $449/month for private companies and $649/month for public companies.
You can stop chasing paper and signatures with our automated grant agreements
Kymeta’s equity plan audit time drops from 2 weeks to 2 days with the OptionTrax platform
Our experts wrote the book on how to handle questions from your board, executives and auditors more easily. No, really. It’s called 5 Equity Plan Numbers To Have At Your Fingertips and you can download it for free.
Has your equity plan management become just too much work? Do compliance and audits have you worried? Clients on the OptionTrax platform have been audited by the world’s largest auditing firms for almost two decades!
Are you still using unreliable spreadsheets to manage your cap table and equity award plan? The OptionTrax system will provide you with rock solid control and accuracy that will save you time and audit expense.
Our focus is on equity plans for growing companies. We’re the experts at what we do.