Equity plan management software that takes the headaches out of administration.
Equity plan 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.
Full-featured with comprehensive support. Starting at $419/month for private companies and $599/month for public companies.
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.
Or we’ll manage your equity for you
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
Our focus is on equity plans for growing companies. We’re the experts at what we do.
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.
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.
Equity plan 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 plan 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 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.
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Maybe you’ve got a particular question? Our experts are happy to answer it. Feel free to reach out about our equity software or about something particular to your equity plan.