Global Shares
7.9#1 in equity compensation management softwareFrom $2,000 a yearFree planAndroidiOSWebAPI
Visit| Fact | Global Shares | OptionTrax |
|---|---|---|
| Cap table | Cap table management provides ownership tracking and a digital source of truth for investors and employees. | The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing. |
| Integrations | The REST-based API supports HRIS, tax, payroll and accounting integrations; listed partners include Deloitte, Standard Chartered, KPMG, SAP, ADP, Vanguard, T. Rowe Price, UKG and Workday. | The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration. |
| Intended customers | The company describes solutions for emerging, pre-IPO and public companies, as well as HR, legal, finance and executive teams. | The company says it has solutions tailored to public and private companies and focuses on equity plans for growing companies. |
| Purpose | The platform provides global employee stock plan administration and equity compensation management for private and public companies. | OptionTrax provides software and services for employee equity plan administration. |
| Reporting | The platform offers business intelligence and financial reporting, including expense, disclosure, tax and EPS reporting. | The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output. |
You want what its maker publishes above — check its page for the details.
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.