Stock plan management software that takes the headaches out of administration.
You can handle it yourself with our easy-to-use software, our experts can handle it for you with our full administration service, or we can meet in the middle with scalable support.
Just a handful of the clients who’ve relied on our stock plan management software
OptionTrax Outperformed Shareworks, Certent And Carta
In User Satisfaction Ratings For Ease Of Setup, Ease Of Use, Quality Of Support And More On 
Full-featured with comprehensive support. Starting at $419/month for private companies and $599/month for public companies.
You can relax. Our experts walk you through it all step-by-step.
- First, our experts will check your stock plan data and reach out if they find anything unusual before it gets loaded into the system so we can nip any problems in the bud.
- You’ll have a live, expert-led OptionTrax® training where we answer all your questions.
- Going forward, you’ll have access to both a rich how-to video library built right into our software and a phone number you can call to reach our stock plan experts with any new questions that pop up. And unlike other providers, we get back to support emails in one day.
Or we’ll manage your equity for you
You’ll save time and money. But don’t just take our word for it. Take it from our clients.
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!
Jeanne Strand, Plan Administrator, Kymeta
Your flexibility, persistence and hard work to achieve success [for our project] was greatly appreciated!
Karen Owsley, Public Relations, Wawa
OptionTrax is the perfect solution for what we were looking for. The flexibility of the system to process and track our unique payout schemes is just the start. The system itself offers so much more and is very easy to use. The support team has been fantastic in helping us transition into the system and had us up and running smoothly in no time. I truly appreciate all their hard work and quick turnaround to all of our requests.
Diane Rock, Corporate Paralegal, Westmoreland Mining
Our focus is on stock plans for growing companies. We’re the experts at what we do.
Features designed by stock plan administrators for stock plan administrators
Flexible Stock Plan Reporting
Easy to navigate with real-time summary reporting and transaction details
Flexible report filtering by demographics, award types and variables
Format reports in pdf, html, or Excel
Create ad hoc reports
Report using any as-of date
Produce Performance Award reports using the most robust performance accounting system on the market
Automated Tracking Tools
Handle all award types - stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants and ESPPs
Manage unlimited vesting schedules, time vesting and/or performance vesting
Use your own custom flexible termination schedules
Track ESPP cash contributions, share purchases, withdrawals and more
Process transactions with fewer clicks
One stock plan management platform to keep your executives, participants and auditors happy
Powerful Compliance Functionality
Calculate Black-Scholes and intrinsic award values with streamlined assumption generation and expense reporting, including period lock-down
Load custom award valuations
Meet disclosure requirements, including roll-forward, proxy, diluted EPS, tax accounting (ASC 718, ASC 260)
Annual SSAE-16 Type II compliance audit
Easy Stakeholder Communication And Management
Online accounts and transactions in a simple, intuitive interface
Custom electronic grant agreements and acceptance
Participant document management
Online modeling and exercising
Multiple exercise models and broker choice
Public Company Solutions
Our clients have passed muster with the world’s largest auditing firms for almost three decades. Those audits are routinely taken from 2 weeks down to 2 days.
Private Company Solutions
Our software provides you with rock solid control and accuracy that will save you time and audit expense. And we've been seamlessly transitioning clients off of spreadsheets - and later, from private to public - for decades.
Save time and answer questions from your board, executives and auditors more easily with our e-book. It’s called 5 Equity Plan Numbers To Have At Your Fingertips, you can download it for free and it’s a quick read!
28 years in business means we’ve seen it all and we’re happy to guide you through whatever comes next.
Maybe you’ve noticed our competitors seem busy with their own acquisitions and consolidation. Not with serving their clients. We know that as you grow, you’re going to face new challenges, plan changes, and even corporate actions. We’re self-financed, independent and focused on our clients, not on the next acquisition. Our C-Suite is stable and committed to providing intuitive stock plan management software backed by deep expertise.
We’re proud of our work. That’s why we’re the only equity plan software provider that’ll let you see the goods right up front.
Secure, compliant and trusted stock plan software
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Maybe you’ve got a particular question? Our experts are happy to answer it. Feel free to reach out about either our stock plan management software or something specific to your situation.
