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OptionTrax Review

OptionTrax
Our score: 8.0 User satisfaction: 97%

What is OptionTrax?

OptionTrax is a customizable suite of stock option plan and cap table management software. Developed with the support of experienced equity professionals, it is designed for both private and public organizations. It can be utilized by anybody from small startups to huge public companies with small to medium-sized equity plans.

The software handles different award and security types — including digital stock certificates and e-signature-based grant agreements — in various currencies. Moreover, using the Black-Scholes model, OptionTrax can help you streamline performance vesting and management of termination types.

Through advanced technology, real-world education, and streamlined support, OptionTrax aims to simplify equity administration for both private and public entities. OptionTrax offers the flexibility of letting you choose between self-administration or fully supported program management. Their plans are also customizable, so you can choose which services your organization actually needs and can afford.

OptionTrax simplifies equity and stock option plan management through the combination of automated tracking, comprehensive reporting, and efficient communication. Furthermore, despite the program’s simplicity, all of OptionTrax’s features echo stringent compliance requirements.

OptionTrax allows you to design your own program through their proprietary insight™ modules. You can select which systems you want to integrate with the platform to make tracking and management more efficient. Because of its flexibility, you gain control of how much your plan will cost.

Overview of OptionTrax Benefits

OptionTrax provides the following main benefits:

Easy automated tracking

OptionTrax employs a combination of advanced technology and integration to help you efficiently and seamlessly track the history of your investors, funding, issuances, cancellations, and corporate actions. It also lets you track cost basis, investor activities, funding events, and other aspects in a single, easy-to-use platform.

Simplified employee stock plan administration

Employee stock plan management can be a challenge for companies hoping to leverage reliable monitoring and recording while wanting to maintain simplicity and cost-efficiency. OptionTrax is designed specifically to meet users’ need for a simplified stock plan management process without compromising efficiency and accuracy. OptionTrax provides real-time summarized or detailed reporting of plan and transaction details, all while being easy to navigate.

Various administration service levels

Different organizations operate differently and thus have different needs. These needs are also bound to change and evolve over time. OptionTrax was developed with this in mind. The team behind OptionTrax offers various levels of support, each designed to meet your dynamic support needs.

You can choose between self-administration, customized administration, and full outsourced administration. You have the freedom to switch between these support levels as you deem necessary.

Manage multiple accounts with a single login

Possibly one of the main reasons why you’re on the lookout for an equity plan and cap table management software is so that you can monitor and manage multiple accounts using just one platform. OptionTrax lets you do exactly that. With this program, you can integrate your equity compensation plan and cap table and shareholder management modules. As a result, you can easily follow both internal and external investor and shareholder activities.

Full customization option

Aside from its robust reporting and functionality features, OptionTrax also allows organizations to fully customize their own system. This way, OptionTrax meets your specific integration, communication, reporting, and management needs. Customizing your OptionTrax system also means that you will only pay for services that you actually need and use. This is made possible by their insight™ modules.

Overview of OptionTrax Features

  • Employee stock plan tracking
  • Termination schedule customization
  • Unlimited vesting schedules management
  • Transactions processing
  • ESPP cash contributions tracking
  • Withdrawals and share purchases tracking
  • Transaction reporting
  • Report filtering
  • Different report formats 
  • Ad hoc reports
  • Calculation of intrinsic award values
  • Disclosure requirements
  • Acquisition and liquidation modeling
  • Investor activities tracking
  • Payout
  • Acquisition & exchange management
  • Multiple accounts management
  • Document access and storage

What Problems Will OptionTrax Solve?

Problem #1: When managing your stock option plan in Excel becomes a headache

With full, flexible reporting functionality and complete auditability, OptionTrax removes the headaches caused by managing your equity plan in Excel.

Problem #2: Your company has grown. So has the complexity of your equity plan

OptionTrax has the flexibility to add new award types, vesting schedules, termination types, special cases for executives and more.  Unmatched flexibility means OptionTrax can support you as your needs change and your plan grows.

Problem #3: When you’ve got questions your current provider can’t answer or takes too long to answer

The vendor has experts ready to help.  You get a phone number with a highly-experienced Certified Equity Professional waiting on the other end to answer questions about the system or equity comp at large.  The average tenure of the vendor’s experts is 17 years.

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

OptionTrax Position In Our Categories

Bearing in mind companies have special business-related wants, it is only wise they avoid buying an all-in-one, ”best” software solution. Having said that, it is hard to try to discover such a software product even among branded software systems. The logical thing to undertake is to shortlist the numerous essential factors which need analysis such as major features, packages, technical skill ability of the employees, company size, etc. Next, you should perform your research through and through. Read these OptionTrax reviews and look over each of the software products in your list in detail. Such well-rounded product research ascertains you avoid unfit software products and buy the one which has all the function your business requires.

Position of OptionTrax in our main categories:

OptionTrax is also listed in the following subcategories:

It's essential to realize that almost no software in the Financial Reporting Software category is a perfect solution able to fulfill all the needs of various business types, sizes and industries. It may be a good idea to read a few OptionTrax Financial Reporting Software reviews first as certain services might dominate just in a very narrow group of applications or be designed with a really specific type of industry in mind. Others might operate with an intention of being easy and intuitive and as a result lack advanced functions desired by more experienced users. You can also find software that cater to a wide group of customers and give you a rich feature toolbox, but this frequently comes at a more significant price of such a solution. Make sure you're aware of your needs so that you purchase a solution that has all the elements you search for.

How Much Does OptionTrax Cost?

OptionTrax Pricing Plans:

Free Trial

Cap Table Management for Private Companies

$50/month

Equity Plan & Cap Table Management for Private Companies

$200/month

Equity Plan & Cap Table Management for Public Companies

$350/month

Tailored

Contact vendor

Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.

Cap Table Management for Private Companies – Starts at $50 per month, billed annually

  • Funding and capitalization reporting
  • Securities and shareholder management
  • Document management and storage
  • Corporate action processing

Equity Plan Management for Private Companies – Starts at $200 per month, billed annually

  • Real-time reporting
  • Compliance monitoring
  • Stakeholder communication
  • Automated equity tracking

Equity Plan Management for Public Companies – Starts at $350 per month, billed annually

  • Real-time reporting
  • Compliance monitoring
  • Stakeholder communication
  • Custom award valuation
  • Equity tracking

User Satisfaction

Positive Social Media Mentions 113
Negative Social Media Mentions 3

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and OptionTrax reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with OptionTrax. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are OptionTrax pricing details?

OptionTrax Pricing Plans:

Free Trial

Cap Table Management for Private Companies

$50/month

Equity Plan & Cap Table Management for Private Companies

$200/month

Equity Plan & Cap Table Management for Public Companies

$350/month

Tailored

Contact vendor

Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.

Cap Table Management for Private Companies – Starts at $50 per month, billed annually

  • Funding and capitalization reporting
  • Securities and shareholder management
  • Document management and storage
  • Corporate action processing

Equity Plan Management for Private Companies – Starts at $200 per month, billed annually

  • Real-time reporting
  • Compliance monitoring
  • Stakeholder communication
  • Automated equity tracking

Equity Plan Management for Public Companies – Starts at $350 per month, billed annually

  • Real-time reporting
  • Compliance monitoring
  • Stakeholder communication
  • Custom award valuation
  • Equity tracking

What integrations are available for OptionTrax?

No information available.

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Reviewed By Jenny Chang
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