We provide you with the training, support and guidance from day one to make sure that implementation runs smoothly. You and your team will be fully trained to manage your equity plan and/or securities on the new system and we are always available to answer your questions.
Sometimes you just don’t have the time to do it all. For those periods of high activity or when you need extra outsourcing support our experts are available to manage the administration of your plan or help with a special project
Make us a part of your team and we will manage the day-to-day activity for your equity compensation plan.
Award Settlement Activity
Participant Support (Dependent upon broker model and service)
OptionTrax Clients Receive
A Trusted Name in 409A