Manage your equity plan with more confidence in less time

Reduce risk and be sure of your award valuations, expense, volatility, disclosures and more all while spending less time on plan management.

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.

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Just a handful of the clients who trust our equity plan management software

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Save time and money on expensive audits with best-in-class equity plan disclosure reporting

  • Drilldown capabilty detailing where all the numbers came from
  • Flexible filtering across particpant demographics, grant characteristics and time
  • Run to the screen or export everything into an Excel® workbook
  • Reporting already in the SEC formats

OptionTrax Outperformed Shareworks, Certent And Carta
In User Satisfaction Ratings For Ease Of Setup, Ease Of Use, Quality Of Support And More On

No more battling Excel with our streamlined award valuation

  • Combine the best of automation and easy override with streamlined volatility and expected life calculations that can quickly be modified if you’re working with a third party
  • OptionTrax automatically pulls the risk-free rate nightly and stock prices from any exchange globally for public clients
  • The system will calculate fair value and amortize the expense over the life of the award, allowing for current and pro forma reporting
  • Quickly run historical reports between any two dates or as-of any date

Full-featured with comprehensive support. Starting at $449/month for private companies and $649/month for public companies.

You can stop chasing paper and signatures with our automated grant agreements

  • You can upload straightforward Microsoft Word templates that allow the system to instantly generate dynamic grant agreements tailored to the particpant’s demographic details, grant characteristics and vesting schedule
  • OptionTrax can email participants letting them know they can login to the participant portal to review and accept grant agreements
  • Participants create an e-signature or select from a pre-made signature library directly in the platform.  No need to maintain a separate document-signing account outside of the platform.
  • Once signed, OptionTrax creates a timestamp the administrator can use to report on who has accepted what grant when and stores the agreement, with the e-signature embedded, for the adminsitrator and participant to access at any time
Fast and easy equity plan software administration

You can relax.  Our equity plan 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.

Or we’ll manage your equity for you

Kymeta’s equity plan audit time drops from 2 weeks to 2 days with the OptionTrax platform

Features designed by equity administrators for equity administrators

Flexible Equity Reporting

Real-time summary reporting and transaction details
Flexible report filtering by demographics, award types and variables
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 plan 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

Our focus is on equity plans for growing companies.  We’re the experts at what we do.      

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

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.     

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.

Equity plan software help

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 management 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 our equity software or about something particular to your equity plan.

We’ve got 28 years backing up our equity plan expertise and it’s our expertise that drives the OptionTrax® software.  We’d be happy to take the headaches out of your equity plan.