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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 Just think about how much more you could accomplish with the hours currently spent rectifying errors or dealing with outdated information.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.
Description
The SurveyTrax Assessment tool seamlessly integrates with TraxSolutions, empowering users to design, execute, and analyze virtually any type of survey or assessment. By utilizing surveys, you can collect essential feedback to inform program management decisions and evaluate the effectiveness of your organization’s impact on the communities you serve. The platform supports branching logic, multiple languages, various metrics, and a diverse array of question and response formats. You can either customize ready-made templates or effortlessly create surveys tailored to your needs. Additionally, you can assess your impact through pre- and post-program analyses, which facilitate repeated measures and statistical evaluations. The tool also allows for anonymous submissions, ensuring that personally identifiable information remains confidential. This versatile system accommodates a broad spectrum of question types, including True/False, Yes/No, multiple-choice, numeric responses, rating scales, sliders, Likert Scales, rank ordering, and much more, making it an invaluable resource for comprehensive data collection. With these capabilities, organizations can enhance their understanding of participant feedback and improve their services accordingly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
OptionTrax
Founded
1992
Country
United States
Website
www.optiontrax.com
Vendor Details
Company Name
nFocus Solutions
Country
United States
Website
www.nfocus.com/surveytrax/
Product Features
Equity Management
Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management
Product Features
Survey
Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video