Equity Plan Management
Simplify your employee stock plan administration with Optiontrax®
OptionTrax Features
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
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
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
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
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.