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
OptionTrax Awards
Get an Overview for the Leaders Matrix at glance
Our Awards and Recognition
OptionTrax Screenshots
Key Features of OptionTrax
- Audit Trail
- Expense Tracking
- Document Storage
- Ad Hoc Reports
- Consolidation / Roll-Up
- Activity Tracking
- Financial Reporting
- Participant Portal
- Valuation Management
- Cap Table Management
- Financial Modeling
- Options Management
- Vesting Management
OptionTrax Users
Business
- Freelancers
- StartUps
- SMEs
- Agencies
- Enterprises
Available Support
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Cloud Based
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Payment:
Yearly
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Api
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Customization
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Mobile Support
Desktop Platforms
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Web App
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Windows
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Mac
Mobile Platforms
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Android
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iOS
Language Support
- English
OptionTrax Categories on SoftwareSuggest
OptionTrax Pricing
- 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
Company Details
OptionTrax
Philadelphia
5 Radnor Corporate Center Suite 441
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Starting at $ 1500
OptionTrax Description
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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Write a ReviewOptionTrax FAQs
How much does OptionTrax cost?
The starting price of OptionTrax is $ 350/Per Month. It has different pricing plans:
- Equity Plan Management for Public Companies : $ 350/Per Month
- Cap Table Management for Private Companies : $ 50/Per Month
- Equity Plan Management for Private Companies : $ 200/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
OptionTrax Awards
