You won’t believe how easy it is to get going with our stock plan management software.
You can manage your plan yourself with the easy-to-use OptionTrax® platform, our stock plan experts can handle it for you with our full administration service, or we can meet in the middle with scalable support.
Just a handful of the clients who trust our stock plan management software
You can relax. Our experts will walk you through it all step-by-step.
- First, our experts will check your stock 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.
- Then you’ll have live, expert-led trainings where we answer all your questions.
- Afer that, you’ll get a phone number you can call to reach our stock plan experts with any new questions that pop up and you’ll have access to a rich how-to video library built right into our software. And yeah, we’ve got a support email that we monitor closely as well.
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
We’re proud of our work. That’s why we’re the only stock plan management software provider that’ll let you see the goods right up front.
Features designed by stock plan administrators for stock plan administrators
Flexible Stock Plan 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
Powerful Stock Plan 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
Of course the demo’s free. And we’ll tailor it to exactly what interests you and cut out everything else. Short and sweet.
28 years in business means we’ve seen it all and we’re happy to guide you through whatever comes next.
Maybe you’ve noticed our competitors seem busy with their own acquisitions and consolidation. Not with serving their clients. We know that as you grow, you’re going to face new challenges, plan changes, and even corporate actions. 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 stock option plan management software backed by deep expertise.
Secure, compliant and trusted stock 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 stock plan management software or something specific to your situation.
