A superior participant experience that benefits employees and administrators
A superior participant experience that benefits employees and administrators
Our participant portal will provide your equity plan participants with the transparency and autonomy they need, streamlining processes like grant agreement acceptance with our e-signature functionality and award exercising while creating a more self-service experience that saves administrators valuable time.
• A full ownership view, including equity awards and securities held
• Statement generation as of any date
• Digital grant agreement review and acceptance with e-signature functionality
• Access to vesting, expiration and transaction details
• Flexible award release and exercise modelling
• Access to company provided documents, including instructions, announcements, Plan Prospectus’ and more
• Option or SAR exercising for public companies and exercise request initiation for private companies
You can stop chasing paper and signatures with our automated grant agreements
Full-featured with comprehensive support. Starting at $449/month for private companies and $649/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.
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.
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.
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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.