Public Companies

Transparent, simple, straightforward record keeping and reporting.

Key Benefits for Public Companies

ACCURACY YOU CAN TRUST

Real-time updates, transaction detail, complete as-of date reporting audited by the country's leading auditing firms

EFFICIENT COMPLIANCE

ASC718 and IFRS stock compensation expense calculations, disclosure and proxy reporting, audit drill-downs

PARTICIPANT COMMUNICATION/EXPERIENCE

Improve participant awareness with online grant agreements and acceptance, online modeling and exercising and use of the company’s chosen broker

FLEXIBILITY and CUSTOMIZATION

Add and change award types, vesting schedules, and add custom modules and service via the insight™ solution

Our Solution

From a software license to administrate your own plan using OptionTrax® to a full outsourced administration team, we will help you find the right solution for your plan. And we understand that your needs may change over time, and so can your model. With administrative, ESPP, and participant portals, we have you covered end-to-end for the life of your equity plan.
OptionTrax

Equity Compensation Management

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.

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Design Your Own Solution

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.

Are we the best solution for you? Use our free Administrator’s Guide to find out.

OptionTrax Support
More than just software

Multiple Levels of Support

We offer 3 levels of service to ensure that you have the support and administrative assistance needed to efficiently manage your plan.

Self Administration

Customized Self-Administration – FlexSourcing™

Full Outsourced Administration

What Our Clients Say