Public Companies
Transparent, simple, straightforward record keeping and reporting.
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.
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.
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.
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
