Equity plan services from the most experienced professionals in the industry. So you can focus on everything else.
You’ve got a business that needs your full attention. Let our experts manage your equity plan for you. Acting as a member of your team, they’ll handle the equity plan duties that have been filling up the to-do lists of your colleagues in finance, HR, accounting and payroll.
Call Today (888) 678-8729
Just a handful of the companies who trust our equity plan experts
The average tenure of our experts? 17 years.
So go ahead and relax.
We really have seen it all before. From thousands of corporate actions to IPOs and public-to-private. Every equity award type (from options and restricted stock to performance units and SARs), every vesting schedule and reporting need. We even handle cash-settled plans.
We’re proud to regularly win the business of companies that our competitors can’t manage.
Looking to manage things yourself?
You’ll save time and money. But don’t just take our word for it, take it fom our clients.
One of the key factors to consider when making a commitment like this is what will support be like after we have signed on the dotted line. I can say from personal experience that the support level has never diminished. If I ask for help, it is quickly received. If I need to talk to a human to go over something - that has always been arranged. There are times that trading emails just is not efficient and I greatly value the team taking the time to pick up the phone. The team at Plan Management are all professional and dedicated but also very warm and welcoming.
Jeanne S., Corporate Paralegal, Kymetya Coporation
We received great support from Optiontrax at implementation and post implementation. We truly feel that they see us as a partner with common objectives.
Scott R., Controller, Lifetime Brands
The customer service at OptionTrax is great. They are attentive to your needs, even if your processes are different than the majority of other clients. They are responsive, knowledgeable and a great resource to our company.
Courtney M., Senior Financial Analyst, Truxton Trust
Seamless Broker Integration And Superior Participant Services
Your participants will be in good hands. With an easy-to-use online platform and individual access to our best-in-class support team, your participants will have the best of both worlds.
With our suite of broker partners, we’ll help you find the perfect fit. If you’ve got an existing broker, we’re happy to work with them too.
Our broker integration services will provide your participants with everything they need, all along the equity lifecycle.
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.
You’ll have direct access to our experts.
No chatbots, phone trees or call centers.
No ivory towers here. Our outsourced administration clients have a dedicated CEP who acts as a member of their team, handles the day-to-day tasks and frees up organizational resources to refocus on critical projects.
With industry-leading response times, we’re happy to share our expertise when you need it.
Our focus is on equity plans for growing companies. We’re the experts at what we do.
28 years in business means we’ve seen it all and we’re happy to guide you through whatever comes next.
Maybe you’ve noticed our competitors seem busy with their own acquisitions and consolidation. Not with serving their clients. We know that as you grow, you’re going to face new challenges, plan changes, and even corporate actions. 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 stock option plan management backed by deep expertise.
Secure, compliant and trusted equity plan services
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 either our stock option plan management or something specific to your situation.
