You won’t believe how easy it is to get going with our equity plan management software.
You can manage your plan yourself with the easy-to-use OptionTrax® platform, our experts can handle it for you with our full administration service, or we can meet in the middle with scalable support.
Full-featured with comprehensive support. Starting at $199/month for private companies and $349/month for public companies.
Just a handful of the companies who’ve relied on our equity plan management software
You can relax. Our experts walk you through it all step-by-step.
- First, our experts will check your equity plan data and reach out if they find anything unusual before it gets loaded into the system so we can nip any problems in the bud.
- You’ll have a live, expert-led OptionTrax® training where we answer all your questions.
- Going forward, you’ll have access to both a rich how-to video library built right into our software and a phone number you can call to reach our equity plan experts with any new questions that pop up. And unlike other providers, we get back to support emails in one day.
Or we’ll manage your equity for you
You’ll save time and money. 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 at Plan Management 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
Our focus is on equity plans for growing companies. We’re the experts at what we do.
Features designed by equity plan administrators for equity plan administrators
Flexible Equity Reporting
Real-time summary reporting and transaction details
Flexible report filtering by demographics, award types and more
Report using any as-of dates with output formats in pdf, html, or Excel
Produce Performance Award reports using the most robust performance accounting system on the market
Automated Tracking Tools
Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs
Manage unlimited vesting schedules including time and performance vesting and custom, flexible termination schedules
Track ESPP cash contributions, share purchases, withdrawals and more
One equity management platform 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
Public Company Solutions
Our clients have passed muster with the world’s largest auditing firms for almost three decades. Those audits are routinely taken from 2 weeks down to 2 days.
Private Company Solutions
Our software provides you with rock solid control and accuracy that will save you time and audit expense. And we've been seamlessly transitioning clients off of spreadsheets - and later, from private to public - for decades.
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.
25 years in business means we’ve seen it all and we’re happy to guide you through whatever corporate actions come your way.
Maybe you’ve noticed our competitors seem busy with acquisitions and consolidation. Not with serving their clients. Moreover, equity plan administrators are beings asked to learn different tools and be patient through long integrations with the inevitable hiccups and lapses. But you won’t get that with us. We’re self-financed, independent and focused on our clients, not on the next acquisition. Our C-Suite is stable and committed to providing intuitive equity plan management software backed by deep expertise.
We’re proud of our work. That’s why we’re the only equity plan software provider that’ll let you see the goods right up front.
Secure, compliant and trusted equity plan software
You’ve scrolled this far.
Maybe you’ve got a particular question? Our experts are happy to answer it. Feel free to reach out about either our equity plan software or something specific to your situation.
