Real-time updates, transaction detail, complete as-of date reporting audited by the country's leading auditing firms
ASC718 and IFRS stock compensation expense calculations, disclosure and proxy reporting, audit drill-downs
Improve participant awareness with online grant agreements and acceptance, online modeling and exercising and use of the company’s chosen broker
Add and change award types, vesting schedules, and add custom modules and service via the insight™ solution
Plan Management Corp. offers a complete solution to manage your equity compensation plans. It simplifies virtually every facet of plan administration with robust, automated tracking, reporting, compliance, and communication capabilities. Companies with Employee Stock Purchase Plans can use our ESPP module to track cash contributions, share purchases, balances and withdrawals.
In addition to the robust functionality and reporting that is core to the OptionTrax system, we can meet your needs for system integration with Payroll and HR, as well as custom reports, stakeholders communication and participant portal design via our industry-exclusive insight™ modules.
We offer 3 levels of service to ensure that you have the support and administrative assistance needed to efficiently manage your plan.
Customized Self-Administration – FlexSourcing™
Full Outsourced Administration
“You’re support team is truly the BEST!! Always so responsive and QUICK!! Thanks again!”
“We are big fans of OT and have been using it for about 4 years. The product is full featured and their support is amazing.”
“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!”