- Home
- Equity Compensation Management Software
- OptionTrax
On the recordRead 3 Oct 202615 facts
OptionTrax
The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428.
Plans and prices
Private companies
$449a month
Starting price shown on homepage
Read 3 Oct 2026 · optiontrax.com
Public companies
$649a month
Starting price shown on homepage
Read 3 Oct 2026 · optiontrax.com
On the record
- Award tracking
- It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs.optiontrax.com · read 3 Oct 2026
- Broker support
- The site describes online modeling and exercising with multiple exercise models and broker choice.optiontrax.com · read 3 Oct 2026
- Cap table
- The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing.optiontrax.com · read 3 Oct 2026
- Company history
- The company overview says Plan Management Corp., the developer of OptionTrax, was established in 1992 and that Empower acquired it in September 2024.optiontrax.com · read 3 Oct 2026
- Compliance
- The site says OptionTrax calculates Black-Scholes and intrinsic award values and supports disclosures including ASC 718 and ASC 260 reporting.optiontrax.com · read 3 Oct 2026
- Grant agreements
- The homepage says administrators can generate grant agreements from Word templates and participants can review and e-sign them in the platform.optiontrax.com · read 3 Oct 2026
- Integrations
- The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration.optiontrax.com · read 3 Oct 2026
- Intended customers
- The company says it has solutions tailored to public and private companies and focuses on equity plans for growing companies.optiontrax.com · read 3 Oct 2026
- Purpose
- OptionTrax provides software and services for employee equity plan administration.optiontrax.com · read 3 Oct 2026
- Reporting
- The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output.optiontrax.com · read 3 Oct 2026
- Security audit
- The equity plan page states that the service undergoes an annual SSAE-16 Type II compliance audit.optiontrax.com · read 3 Oct 2026
- Service options
- OptionTrax offers self-administration, customized administration, and full outsourced administration.optiontrax.com · read 3 Oct 2026
- Support
- For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions.optiontrax.com · read 3 Oct 2026
