Equity Plan Administration Platform
Participant Portal
Cap Table Administration Platform
Shareholder Portal
Services We Suggest
For seamlessly connecting your payroll system to OptionTrax for tax calculations and participant demographic information changes
Payroll/HRIS Integration
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The CompXchange HR/Payroll data feed provided by PMC’s partner CompIntelligence, connects payroll and human resource systems to OptionTrax to ensure that important tax and employee demographic information and tax information is synchronized. The data is formatted from OptionTrax into the appropriate import file layout(s). The HR/Payroll integration looks for Payroll and HR files that have been deposited in defined secure locations and automatically processes them, generating email notifications to administrators in the process.
For tracking your insider transactions
Insider Tracking
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Our insider tracking module, with authorization, confirmation and real time shares held balances, streamline Section 16 tracking and includes:
• Insider sale and purchase clearance requests executed via the participant portal for transactions within and outside of the equity plan
• Administrator pre-clearance approval, partial approval and rejection options
• Insider transaction confirmations
• Detailed authorization and transaction reporting
• Real-time shares held balance based on confirmed transactions
• Year-end holdings confirmations
• Insider sale and purchase clearance requests executed via the participant portal for transactions within and outside of the equity plan
• Administrator pre-clearance approval, partial approval and rejection options
• Insider transaction confirmations
• Detailed authorization and transaction reporting
• Real-time shares held balance based on confirmed transactions
• Year-end holdings confirmations
Insider Tracking
Forms 3, 4 and 5 Filing
Outsourced Administration