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OptionTrax

Manages equity plan and cap table, supports self-administration or full-service team.

Made by Plan Management

  • Email/Help Desk

  • Chat

  • Phone Support

What is OptionTrax?

Comprehensive equity management software designed to streamline capitalization tables, employee stock plans, and total rewards reporting. With over 17 years of average equity compensation expertise, the dedicated team of Certified Equity Professionals provides direct, personalized support to clients. The software enables businesses to manage a variety of equity instruments, from stock options and restricted stock to performance awards and warrants. Key capabilities include equity plan administration, cap table management, ESPP tracking, total rewards statements, and integrations with payroll and HR systems. The intuitive user interface and robust feature set empower stakeholders to handle complex equity compensation matters with ease

Highlights

  • Comprehensive equity management functionality, including cap table administration, employee stock plans, and total rewards reporting
  • Direct access to a team of Certified Equity Professionals with an average of 17 years of industry experience
  • Supports a wide range of equity instruments, such as stock options, restricted stock, performance awards, and warrants
  • Integrates with payroll and HR systems to synchronize employee data and automate compliance tasks

Platforms

  • Mobile iPhone
  • Desktop Windows
  • Mobile iPad
  • On-Premise Windows
  • Desktop Mac
  • Desktop Chromebook
  • Web-based
  • Mobile Android
  • On-Premise Linux
  • Cloud, SaaS, Web-based
  • Desktop Linux

Languages

  • English

Social

Features

    • Email/Help Desk

    • Phone Support

    • Chat

    • In Person

    • Live Online

    • Videos