Equity Plan Management

Simplify your employee stock plan administration with Optiontrax®

Optiontrax is the leading solution for managing your employee stock plans. It simplifies every facet of plan administration.

OptionTrax Features

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Automated Tracking

Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs

Manage unlimited vesting schedules, time and/or performance

Use your own custom flexible termination schedules

Process transactions with fewer clicks

Track ESPP cash contributions, share purchases, withdrawals and more

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Reporting

Easy to navigate, 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

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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, tax accounting (ASC 718, ASC 260)

Annual SSAE-16 Type II compliance audit

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Stakeholder Communication

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

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DESIGN YOUR OWN SOLUTION

In addition to the robust functionality and reporting that is core to the OptionTrax system, you can select enhanced system integration with Payroll and HR, as well as custom reports, stakeholder communication and participant portal design via our industry-exclusive insight℠  modules.

Are we the best solution for you? Use our free Administrator’s Guide to find out.