OptionTrax® was developed by our parent company, Plan Management Corp (PMC). Established in 1992, PMC began as an affiliate of StockTrans, one of the country’s leading stock transfer agents (StockTrans was purchased by a New York Stock Exchange company in 2010). Our early plan administration software grew out of the needs of our clients; what was available at the time was clunky, slow and non-intuitive. It has always been our mantra that if you don’t like what you see, make it better yourself. So we did. After years of developing and enhancing our own plan administration and expensing system, OptionTrax, and our own securities record keeping system, InvestmenTrax℠ (now the OptionTrax Cap Table module), we are thrilled to present the most intuitive and easy-to-use system on the market. PMC leads the industry in rapid development, and we continually work to enhance both platforms to meet changing industry requirements and customer needs. There is no stuffing a square peg into a round hole at PMC.
Thanks to PMC’s history as an affiliate of StockTrans, PMC is also uniquely positioned to help private and pre-IPO companies manage the entire lifecycle of their securities. InvestmenTrax℠ goes beyond cap table management to provide full securities record keeping and issuance histories, and has become a key stepping stone for companies considering an IPO or acquisition event.
Along with its unparalleled history and expertise, PMC has distinguished itself as the stable partner of choice. Privately-owned and privately funded, PMC is the only independent provider in the US that does not have to answer to the demands of outside investors. This self-sufficiency, both financial and operational, makes PMC a strong long-term partner and reduces the risk that you’ll need to transition your platform, or your management’s and employees’ access, in the years to come.