OptionTrax

The Most Flexible Stock Plan Platform.

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Overview

OptionTrax, now part of Empower, is a software platform for administering and managing equity compensation plans for both private and public companies. It offers tools for grant management, financial reporting, vesting schedules, and tax calculations, with a focus on flexibility and customer support.

✨ Key Features

  • Equity Plan Administration
  • Cap Table Management
  • Financial Reporting (ASC 718)
  • Participant Portal
  • Grant Agreement Generation
  • Performance Awards Management

🎯 Key Differentiators

  • High degree of flexibility to handle unique plan rules and award types.
  • Strong emphasis on customer support and service.
  • Integration with Empower's broader suite of retirement and wealth management services.

Unique Value: Combining a flexible, full-featured equity management platform with comprehensive support and integration into a wider financial wellness ecosystem.

🎯 Use Cases (3)

Administering stock option and restricted stock plans Automating financial reporting for equity compensation Managing cap tables for private companies

✅ Best For

  • Handling complex vesting schedules and award types
  • Generating audit-ready reports for ASC 718 compliance
  • Providing a self-service portal for employees to manage their equity

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies looking for a free, basic cap table tool
  • Users who do not need robust financial reporting features

🏆 Alternatives

Certent Shareworks by Morgan Stanley Carta

Offers a more hands-on, service-focused approach compared to larger, more automated platforms, and can accommodate more complex or unusual plan designs.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 1 Type 2 ✓ SOC 2 Type 2

💰 Pricing

$449.00/mo

📊 Market Info

Customers: 300+

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