Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EquatePlus is a secure and user-friendly web-based platform designed for managing both equity and non-equity compensation plans. It facilitates the efficient administration of these plans throughout their entire lifecycle, which encompasses grant notifications, participant choice selections, post-vesting management, and various transaction functionalities. Our platform accommodates a diverse array of plan types utilized globally, such as employee plans, executive plans, performance plans, fund plans, and virtual or phantom plans. Built with a focus on security, our intuitive cloud platform is also flexible and supports 24 languages while being directly connected to banking and brokerage networks worldwide. The robust features and automation capabilities of EquatePlus simplify the process of managing complex plans across different countries. Additionally, it offers full customization to meet the unique needs of your business, along with vibrant communication options for plan engagement. Ultimately, EquatePlus aims to enhance the overall experience of managing compensation plans for both administrators and participants.
Description
With the help of technology, education, and dedicated support, we streamline your equity administration process. Whether you prefer to manage it yourself or require comprehensive assistance from our knowledgeable team, OptionTrax® is the solution you need. Our offerings cater to the specific needs of both public and private companies. Is your equity plan management becoming overwhelming? Are compliance issues and audits causing you stress? For nearly twenty years, clients utilizing the OptionTrax platform have successfully undergone audits by some of the largest audit firms worldwide. Are you still relying on inconsistent spreadsheets to oversee your cap table and equity award plans? The OptionTrax system guarantees you will have robust control and precision, ultimately saving you both time and costs associated with audits. Just think about how much more you could accomplish with the hours currently spent rectifying errors or dealing with outdated information. Furthermore, you can eliminate the hassle of tracking all the evolving FASB, IRS, and SEC regulations since our OptionTrax system manages that for you effortlessly. As you focus on your core business activities, let us handle the complexities of equity management.
API Access
Has API
No
API Access
Has API
No
Integrations
Utluna
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Equatex
Founded
1999
Country
Switzerland
Website
www.equatex.com/en/our-services/equateplus/
Vendor Details
Company Name
OptionTrax
Founded
1992
Country
United States
Website
www.optiontrax.com
Product Features
Compensation Management
Bonus Management
No
Compensation Assessment
No
Compensation Calculation
No
Compensation Plan Modeling
No
Compensation Statements
No
Employee Reward Programs
No
Incentive Programs
No
Organizational Charting
No
Salary Planning
No
Product Features
Equity Management
Cap Table Management
No
Deal Management
No
Document Storage
No
ESOP Management
No
Financial Modeling
No
Options Management
No
Participant Portal
No
Portfolio Management
No
Private Equity
No
Public Equity
No
VSOP Management
No
Valuation Management
No
Vesting Management
No