OptionTrax

OptionTrax

Sold by : OptionTrax

What is OptionTrax?

OptionTrax is aand user-friendly software, supported by a team of seasoned equity experts who have successfully navigated numerous corporate actions. Say goodbye to the stress of managing your equity with our reliable platform and expert guidance. With years of experience behind us, we are committed to making your equity management process hassle-free.

OptionTrax Pricing

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Company Details

Company Name : OptionTrax
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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

Run On Mobile Browser : Yes
Available Support : Email,Phone,Training
Languages Available : English

Description

OptionTrax - the comprehensive solution for managing all types of equity awards, vesting schedules, and cap table entries, including convertibles and notes. Our technology is supported by a team of highly-experienced Certified Equity Professionals, providing personalized assistance and expertise to our clients and partners. OptionTrax was specifically designed for corporate issuers by a team with over 20 years of experience in managing equity plans and providing shareholder services. Experience the power of OptionTrax for your equity compensation needs.
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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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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.

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