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Equity Plan & Cap Table Management Software

  • Tailored to Public & Private Companies

  • Real Time Financial & Disclosure Reporting

  • Self Administered or Managed Services

  • Onboarding & Professional Support

Will OptionTrax Work
For Your Plan?

Participant & Investor Self-Service

Real Time Grant
& Share Tracking

Financial & Disclosure Reporting

Secure: Privacy Shield Certified

Public Company Features

  • Financial Disclosure & Proxy Reporting
  • Automated Black-Scholes Calculation
  • Participant Self Service with Online Exercising
  • Broker Integration
  • HRIS / Payroll System Integration

Private Company Features

  • 409A Compliance Subscription Service
  • Investor & Shareholder Tracking
  • Shareholder Document Management
  • Funding & Capitalization Reporting
  • Funding Event Modeling

Onboarding for Launch Success

Our fully supported onboarding process ensures you hit the ground running.

  • Dedicated onboarding specialist
  • Data QA by Certified Equity Professionals
  • Loading of your data into the platform
  • Configuration to your specifications
  • Live web training

Support for Continued Success

Our expert level support ensures your program runs smoothly and efficiently.

  • Certified Equity Professionals
  • Custom project support available
  • One day response times
  • Online knowledge base
  • Live phone & email support

Secure & Compliant

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Annual SSAE-18 Type II/SOC 1 Compliance Audit

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EU-US Privacy Shield Certified

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EU GDPR Compliant

Pricing

Private Companies

Starting at
$200
per month
(billed annually)

Public Companies

Starting at
$350
per month
(billed annually)

OptionTrax offers a range of pricing depending on the number of participants and the modules required for your plan. 

We offer affordable pricing whether you are a 5 person plan or an established public company with thousands of participants.

With the answers to a few simple questions, OptionTrax will provide a tailored proposal for your review.

Onboarding Support

Whether you are just starting a plan or have a very complex plan with thousands of participants, our onboarding support will ensure a seamless launch.  

Your tailored proposal will include any onboarding support options  you may need.

Find Out How OptionTrax
Can Save You Time and Money

Featured Clients

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Seacoast Commerce Bank logo
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Accuweather logo
St. Louis Trust Company logo
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Wine.com logo
Credit.com logo
National Health Trends Corp logo

Professional Associations

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25years

About OptionTrax

Along with its unparalleled history and expertise, OptionTrax has distinguished itself as the stable partner of choice. Privately-owned and privately funded, OptionTrax is the only independent provider in the US that does not have to answer to the demands of outside investors. This self-sufficiency, both financial and operational, makes us a strong long-term partner and reduces the risk that you’ll need to transition your platform, or your management’s and employees’ access, in the years to come.