OptionTrax
OptionTrax is software and services for administering employee equity plans at public and private companies.
What OptionTrax is
OptionTrax is software and services for administering employee equity plans at public and private companies. It tracks stock options, RSAs and RSUs, SARs, performance and phantom awards, warrants, and ESPPs. Reporting includes real-time summaries and transaction details, ad hoc reports, and PDF, HTML, or Excel output. The software calculates Black-Scholes and intrinsic award values and supports disclosures including ASC 718 and ASC 260 reporting. Administrators can generate grant agreements from Word templates; participants can review and e-sign them in the platform. Its cap table module handles securities and shareholder records, funding and capitalization reports, and corporate actions. OptionTrax also supports online award modeling and exercising with multiple exercise models and broker choice. Customers can choose self-administration, customized administration, or full outsourcing. The company says self-administered customers receive implementation training, support, and guidance. Pricing is paid, with a listed starting figure of $200/mo (annual); homepage starting prices are $449 a month for private companies and $649 a month for public companies.
Good
- Tracks a broad range of equity award types.
- Provides real-time, ad hoc, and transaction reporting.
- Grant agreements can be reviewed and e-signed.
- Cap table tools cover securities and corporate actions.
- Offers self-service through full outsourced administration.
Watch out
- No free plan is listed.
- The platform is web-based.
- Homepage starting prices differ by company type.
Who it suits
OptionTrax suits public or private companies managing employee equity awards and related reporting. Its service choices accommodate teams seeking self-administration as well as those wanting customized or outsourced administration.
Verdict
OptionTrax brings award tracking, reporting, grant agreements, and cap table administration into an equity-plan offering. Companies should weigh its administration options and listed starting prices against their needs.
Plans and prices
From OptionTrax's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Private companies | $449 a month | Starting price shown on homepage |
| Public companies | $649 a month | Starting price shown on homepage |
The facts
Each one read from OptionTrax's own pages, with the date it was checked.
What it does
- Award tracking
- It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs.checked 3 Oct 2026
- Broker support
- The site describes online modeling and exercising with multiple exercise models and broker choice.checked 3 Oct 2026
- Cap table
- The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing.checked 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.checked 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.checked 3 Oct 2026
- Integrations
- The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration.checked 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.checked 3 Oct 2026
- Purpose
- OptionTrax provides software and services for employee equity plan administration.checked 3 Oct 2026
- Reporting
- The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output.checked 3 Oct 2026
- Security audit
- The equity plan page states that the service undergoes an annual SSAE-16 Type II compliance audit.checked 3 Oct 2026
- Service options
- OptionTrax offers self-administration, customized administration, and full outsourced administration.checked 3 Oct 2026
- Support
- For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions.checked 3 Oct 2026
The company
- 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.checked 3 Oct 2026
- Founded
- 1992checked 28 Sep 2026
- Headquarters
- The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428.checked 3 Oct 2026
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