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Average Ratings 0 Ratings

Total
ease
features
design
support

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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 Just think about how much more you could accomplish with the hours currently spent rectifying errors or dealing with outdated information.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

TraxSolutions® offers a comprehensive SaaS platform that serves over 100,000 users across more than 20 nations, monitoring more than 20 million participants. This all-in-one software for participant tracking empowers organizations to maintain precise records, assess the effectiveness of their programs, analyze results, manage cases effectively, and make informed, evidence-based choices. By utilizing such a robust solution, users can enhance their operational efficiency and achieve better outcomes for their initiatives.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$300/month
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

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

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

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