OptionTrax
The Most Flexible Stock Plan Platform.
Overview
OptionTrax, now part of Empower, is a software platform for administering and managing equity compensation plans for both private and public companies. It offers tools for grant management, financial reporting, vesting schedules, and tax calculations, with a focus on flexibility and customer support.
✨ Key Features
- Equity Plan Administration
- Cap Table Management
- Financial Reporting (ASC 718)
- Participant Portal
- Grant Agreement Generation
- Performance Awards Management
🎯 Key Differentiators
- High degree of flexibility to handle unique plan rules and award types.
- Strong emphasis on customer support and service.
- Integration with Empower's broader suite of retirement and wealth management services.
Unique Value: Combining a flexible, full-featured equity management platform with comprehensive support and integration into a wider financial wellness ecosystem.
🎯 Use Cases (3)
✅ Best For
- Handling complex vesting schedules and award types
- Generating audit-ready reports for ASC 718 compliance
- Providing a self-service portal for employees to manage their equity
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking for a free, basic cap table tool
- Users who do not need robust financial reporting features
🏆 Alternatives
Offers a more hands-on, service-focused approach compared to larger, more automated platforms, and can accommodate more complex or unusual plan designs.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
📊 Market Info
Customers: 300+
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