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 Imagine what you could do with the time that you are now spending correcting incorrectly entered or outdated data.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.

Integrations

No Integrations at this time

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Company Details

Company:
OptionTrax
Year Founded:
1992
Headquarters:
United States
Website:
www.optiontrax.com

Media

OptionTrax Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online

OptionTrax Features and Options

Equity Management Software

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

OptionTrax User Reviews

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