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OptionTrax

OptionTrax

Sold by : OptionTrax

What is OptionTrax?

OptionTrax - the premier software solution for managing your equity with ease and efficiency. Our platform, backed by a team of experienced equity professionals, eliminates the complexities and stress of corporate actions. Relax knowing our reliable system and expert guidance have your equity management covered. Let our years of expertise simplify your equity processes.

OptionTrax Pricing

To receive a personalized quote

Key Features of OptionTrax

  • Equity Plan Management
  • Grant Management
  • Employee Portal
  • Reporting And Analytics
  • Compliance Tracking
  • Vesting Schedules
  • Document Management
  • Expense Accounting
  • Audit Trails
  • Customizable Workflows
  • Data Import/export
  • Cap Table Management
  • Performance Metrics
  • Automated Notifications
  • Role Based Access
  • Integration Capabilities
  • Mobile Access
  • Historical Data Tracking
  • Tax Management
  • Support And Training
  • Audit Trail
  • Expense Tracking
  • Document Storage
  • Ad Hoc Reports
  • Consolidation / Roll Up
  • Activity Tracking
  • Financial Reporting
  • Participant Portal
  • Valuation Management
  • Financial Modeling
  • Options Management
  • Vesting Management

Specifications

Company Name icon
Company Name
OptionTrax
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone,Training
Languages Available icon
Languages Available
English

OptionTrax Description

OptionTrax is a solution for efficiently managing all equity awards, vesting schedules, and cap table entries, including convertibles and notes. Backed by a team of highly-skilled Certified Equity Professionals, OptionTrax offers personalized support and expertise to our clients and partners. Built specifically for corporate issuers by a team with over 20 years of experience in equity plan management and shareholder services, OptionTrax is the go-to choice for all your equity compensation needs. Unlock the full potential of OptionTrax today.

OptionTrax FAQ's

The top 5 features of OptionTrax include:

  • Equity Plan Management
  • Grant Management
  • Employee Portal
  • Reporting And Analytics
  • Compliance Tracking

OptionTrax supports a variety of platforms including: Email, Phone, Training.

OptionTrax serves a wide range of businesses including StartUps, SMBs, Enterprises.

The top three competitors of OptionTrax are DealRoom, LTSE Equity and Shareworks. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

OptionTrax is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of OptionTrax

DealRoom
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LTSE Equity
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Shareworks
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Carta
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Ledgy
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PENTAS
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Certent
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Capshare
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