Equity management software that takes the headaches out of administration at 15% off.
Just a handful of the clients who’ve relied on our equity management software
You can relax. Our equity experts will walk you through it all step-by-step.
We’ll lead you through implementation in detail and we’re just a phone call away. Both in the early stages and later on, as your plan and your questions get more complex. Speaking of questions, when you need us, there are no chatbots, no phone trees, no call centers. Simply a phone number with highly-experienced equity professionals waiting on the other end to answer those questions – whether they’re about our software or equity comp at large.
The average tenure of our experts? 17 years. Our competitors? Not so much.
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 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
Features designed by equity administrators for equity administrators
Flexible Equity Reporting
Easy to navigate with real-time summary reporting and transaction details
Flexible report filtering by demographics, award types and variables
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 Tools
Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs
Manage unlimited vesting schedules, time vesting and/or performance vesting
Use your own custom flexible termination schedules
Track ESPP cash contributions, share purchases, withdrawals and more
Process transactions with fewer clicks
One equity management platform to keep your executives, participants and auditors happy
Powerful Compliance Functionality
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, tax accounting (ASC 718, ASC 260)
Annual SSAE-16 Type II compliance audit
Easy Stakeholder Communication And Management
Online accounts and transactions in a simple, intuitive interface
Custom electronic grant agreements and acceptance
Participant document management
Online modeling and exercising
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 for decades.
Equity changes and corporate actions will come your way – our 28 years in business means we’ve seen it all and we’re happy to guide you.
Maybe you’ve noticed our competitors seem busy with their own acquisitions and consolidation. Not with serving their clients. Moreover, corporate equity administrators are beings asked to learn different tools and be patient through long integrations with the inevitable associated hiccups. 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 management software backed by deep expertise.
