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.
Or let our industry-leading Certified Equity Professionals® manage the day-to-day for you.
Just a handful of the companies who’ve relied on us
Save time and money on expensive audits with best-in-class equity plan disclosure reporting
- Drilldown capabilty detailing where all the numbers came from
- Flexible filtering across particpant demographics, grant characteristics and time
- Run to the screen or export everything into an Excel® workbook
- Reporting already in the SEC formats
OptionTrax Outperformed Shareworks, Certent And Carta
In User Satisfaction Ratings For Ease Of Setup, Ease Of Use, Quality Of Support And More On 
No more battling Excel with our streamlined award valuation
- Combine the best of automation and easy override with streamlined volatility and expected life calculations that can quickly be modified if you’re working with a third party
- OptionTrax automatically pulls the risk-free rate nightly and stock prices from any exchange globally for public clients
- The system will calculate fair value and amortize the expense over the life of the award, allowing for current and pro forma reporting
- Quickly run historical reports between any two dates or as-of any date
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
- You can upload straightforward Microsoft Word templates that allow the system to instantly generate dynamic grant agreements tailored to the particpant’s demographic details, grant characteristics and vesting schedule
- OptionTrax can email participants letting them know they can login to the participant portal to review and accept grant agreements
- Participants create an e-signature or select from a pre-made signature library directly in the platform. No need to maintain a separate document-signing account outside of the platform.
- Once signed, OptionTrax creates a timestamp the administrator can use to report on who has accepted what grant when and stores the agreement, with the e-signature embedded, for the adminsitrator and participant to access at any time
Kymeta’s equity plan audit time drops from 2 weeks to 2 days with the OptionTrax platform
Features designed by equity administrators for equity administrators
Reporting
• Easy to navigate, real-time summary reporting and transaction details
• Flexible report filtering by demographics, award types and variable
• Format reports in pdf, html, or Excel
• Create ad hoc reports
• Report using any as-of date
• Produce Performance Award reports using the most robust performance accounting system on the market
Automated Tracking
• Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs
• Manage unlimited vesting schedules, time and/or performance
• Use your own custom flexible termination schedules
• Track ESPP cash contributions, share purchases, withdrawals and more
• Process transactions with fewer clicks
Whether you outsource your administration to us or handle it yourself, we’ve got the tools and service you need to keep your executives, participants and auditors happy
Powerful Equity Compliance
• Calculate Black-Scholes and intrinsic award values with streamlined assumption generation and expense reporting, including period lock-down
• Load custom award valuations
• Meet disclosure requirements, including roll-forward, proxy, diluted EPS and tax accounting (ASC 718, ASC 260)
Easy Stakeholder Communication And Management
• Online accounts and transactions in a simple, intuitive interface
• Participant document management, including custom electronic grant agreements and acceptance with e-signature functionality
• Online modeling and exercising with multiple exercise models and broker choice
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.
We make rewarding your employees easy. But don’t just take our word for it. Take it from our clients.
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
Public or Private – You’re Covered
Through technology, education, and support we simplify your equity administration. Whether you want to self-administrate, or you need the full support of our experienced team, OptionTrax® is the answer. We have solutions specifically tailored to public and private companies.
Public
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!
Private
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.
Secure, compliant and trusted equity plan management software and services
We’ve got 29 years backing up our equity expertise and it’s our expertise that drives the OptionTrax® software. We’d be happy to take the headaches out of your equity plan.
