Partner Solutions

Certifications

OptionTrax is an SSAE 16 Type II certified software and service package that means you can feel confident about the security and accuracy of our solution. Our support team is staffed with Certified Equity Professionals who can provide content, as well as technical expertise to you and your clients, and our continually enhanced software has been used by clients in their annual audits for over 20 years.

Independent and Neutral

One of the few independent providers in the space, Plan Management Corp. is not owned by a brokerage firm or bank, and is not beholden to outside investors. That makes us a truly neutral partner, able to work with you to meet your needs, without competing interests.

Mutually Beneficial Partnership Model

We are here to help you succeed with your clients. With favorable partner pricing and no transaction fees, our partnerships are designed to help you expand your portfolio of service offerings and improve the level of service you bring to your clients.

White Label Opportunities

Interested in a fully custom experience? OptionTrax can be white-labeled with your branding in order to create a seamless experience for your clients.

Excellence in Technology

OptionTrax is the longest established web-based system in the industry. Known for its flexible and intuitive design, the software is robust enough for equity compensation experts managing complex plans and cap tables, while still easy enough to use for first time plan administrators. Our rapid development model allows us to quickly keep up with industry rules and regulations, as well as the latest trends in equity compensation and capitalization structures.

Commitment to Service

Over 20 years in the business with one of the best client retention rates in the industry proves that our commitment to service is unparalleled. Our support team members each have over a decade of experience. Born out of a service business, we are not just a technology company, but remain true to our service roots, and continue to provide responsive expertise in equity compensation and securities governance.

Stability

OptionTrax is the longest established web-based system in the industry. Known for its flexible and intuitive design, the software is robust enough for equity compensation experts managing complex plans and cap tables, while still easy enough to use for first time plan administrators. Our rapid development model allows us to quickly keep up with industry rules and regulations, as well as the latest trends in equity compensation and capitalization structures.