OptionTrax Description
We simplify equity administration through technology, education, support, and other tools. OptionTrax®, whether you are looking to self-manage or need the support of an experienced team, is the right solution. We offer solutions that are tailored for both public and private companies. Is managing your equity plan too complicated? Are you concerned about compliance and audits? The world's top auditing firms have been auditing clients on the OptionTrax platform for nearly two decades. Are you still using unreliable spreadsheets for managing your equity award plan and cap table? OptionTrax will give you rock-solid control and accuracy that will help you save time and money on audits. Imagine what you could do with the time that you are now spending correcting incorrectly entered or outdated data. The OptionTrax System makes it easy to keep up with all the FASB, IRS and SEC rules.
OptionTrax Alternatives
ShareForce
ShareForce, a web-based platform, automates and simplifies employee incentive management. ShareForce is a comprehensive solution that integrates HR, CRM and payroll systems. Perform audit-ready valuations of plans and performance calculations. Reports can be generated in real-time. Comply with IFRS / GAAP to ensure your cash or equity plans are 100% compliant. Easily generate expense and disclosure reports. Access a highly-skilled team of deployment experts dedicated to ensuring a stress-free process. Track and manage the award's lifecycle, and communicate with your staff. This includes share plan management, issuances and elections, vestings, and settlements. Your employees can accept and use awards, and view the share price of the company to determine their stake. Design and test equity and cash incentive plans including long-term and short-term performance driven plans.
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Capdesk
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Ledgy
Ledgy is the trusted equity management solution for high-growth businesses. All countries are compliant with the best-in-class security, privacy, and security.
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Accurate scenario and exit modeling will make your financing rounds a success. You can streamline your due diligence and manage every vesting schedule.
With custom dashboards, you can show the most recent information to all your stakeholders (investors, employees, and shareholders).
Ledgy automates equity plans and helps you attract and retain top talent. Employees can manage their equity and view their shareholdings as well as their vesting schedules and future valuations.
Engage your investors by sharing KPIs and accurate funding scenarios, valuations and exits, custom reporting, etc.
Learn why Ledgy's platform is loved by founders, CFOs, HR departments, and their employees. To see it in action, book a custom demo.
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enVisual360
enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.
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Integrations
No Integrations at this time
Company Details
Company:
OptionTrax
Year Founded:
1992
Headquarters:
United States
Website:
www.optiontrax.com
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online
OptionTrax Features and Options
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