What is OptionTrax?
OptionTrax is an intuitive, robust platform backed by the support of highly-experienced equity professionals who have guided clients through 1000s of corporate action and stand ready to help take the headaches out of your equity.
OptionTrax Starting Price
$ 350/Per Month
Our Awards and Recognition
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OptionTrax Screenshots
Key Features of OptionTrax
Here are the powerful features that make OptionTrax stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Board Management
- Business Valuation
- Cap Table Management
- Compensation Management
- Deal Management
- Dividend Trackers
- Document Storage
- Equity Management
- Financial Modeling
- Financial Reporting
- Financial Risk Management
- Fund accounting
- Investment Management
- Options Management
- Participant Portal
- Portfolio Management
- Accounts payable
- Accounts Receivable
- Activity Tracking
- Ad hoc Analysis
- Ad Hoc Reports
- Amortization Schedule
- Analytics
- Application Development
- Asset Management
- Asset Planning
- Audit Trail
- Automated Notices
- Balance Sheet
- Bitcoin Compatible
- Branch Optimization
- Budget Management
OptionTrax Pricing
Here are the pricing plans for OptionTrax. Choose the plan that best fits your requirements and budget. Get Detailed OptionTrax pricing as per your requirements.
- Reporting
- Compliance
- Stakeholder Communications
- Valuation
- Equity Tracking
- Funding and capitalization reporting
- Securities management
- Shareholder management
- Document management
- Corporate Action Processing
- Reporting
- Compliance
- Stakeholder Communication
- Automated Equity Tracking
OptionTrax Specifications
Get a closer look at the technical specifications and system requirements for OptionTrax. Find out if it's compatible with your operating system and other software.
OptionTrax Description
Here's the comprehensive description of OptionTrax. Gain a brief understanding of its unique features and exceptional benefits.
OptionTrax can handle any type of equity award, vesting schedule (including performance metrics), as well as the full suite of cap table entries, including convertibles and notes. We pride ourselves on offering technology that’s backed by human expertise. Instead of just chat boxes and FAQs, our clients and partners get a phone number with highly-experienced Certified Equity Professionals waiting on the other end to answer questions about the system and equity compensation at large. OptionTrax was built for corporate issuers, and designed by a team that has been managing equity plans and providing shareholder services for over 20 years.
OptionTrax Customers
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OptionTrax FAQs
How much does OptionTrax cost?
The starting price of OptionTrax is ₹ 25200/Per Month. It has different pricing plans:
- Equity Plan Management for Public Companies : ₹ 25200/Per Month
- Cap Table Management for Private Companies : ₹ 3600/Per Month
- Equity Plan Management for Private Companies : ₹ 14400/Per Month
The details of OptionTrax’s free trial have not been shared by the vendor.
What are the top 5 features for OptionTrax?
The top 5 features for OptionTrax are:
- Audit Trail
- Expense Tracking
- Document Storage
- Ad Hoc Reports
- Consolidation / Roll-Up
What type of customer support is available from OptionTrax?
The available support which OptionTrax provides is:
- Phone
- Training
