Equity management software that takes the headaches out of administration.
You can handle it yourself with our 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.
Just a handful of the clients who’ve relied on our equity management software
Our focus is on equity plans for growing companies. We’re the experts at what we do.
You can relax. Our experts walk you through it all step-by-step.
- First, our experts will check your stock option 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 experts with any new questions that pop up. And unlike other providers, we get back to support emails in one business day.
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 fom our clients.
The ease with which we can enter a grant, create a new vesting schedule, handle RSU's and the like has been a life saver. With regard to the 100K rule, the fact that the system accurately calculates ISO/NQSO grants, and when each of the tranches occur - priceless. Exercises are simple to enter and automatically transfer to the equity side. Cap tables, reporting and stock certificate generation (paper or electronic) - piece of cake. The implementation itself was easy and efficient. The system has had interface upgrades over the years and just gets easier and better.
Jeanne S., Corporate Paralegal, Kymetya Coporation
The customer service at OptionTrax is great. They are attentive to your needs, even if your processes are different than the majority of other clients. They are responsive, knowledgeable and a great resource to our company.
Courtney M., Senior Financial Analyst, Truxton Trust
We received great support from Optiontrax at implementation and post implementation. We truly feel that they see us as a partner with common objectives.
Scott R., Controller, Lifetime Brands
Save time and answer questions from your board, executives and auditors more easily with our e-book. It’s called 5 Equity Plan Numbers To Have At Your Fingertips, you can download it for free and it’s a quick read!
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
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.
Secure, compliant and trusted equity management software
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Maybe you’ve got a particular question? Our experts are happy to answer it. Feel free to reach out about either our equity software or something specific to your situation.
Or you could always
