No. 22 of 29 ·Equity Compensation Management Software

OptionTrax

Name: OptionTrax
Price: 449 USD

Web · paid plans from $449/mo

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Freedom report

One barScore 5.0

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedPlans, terms and facts published

OptionTrax is ranked #22 of 29 in equity compensation management software on Freedom251. It runs on Web. There is no free plan. Paid plans start at $449/mo.

OptionTrax plans and pricing

All plans

Private companies $449/mo Starting price shown on homepage optiontrax.com · 3 Oct 2026

Public companies $649/mo Starting price shown on homepage optiontrax.com · 3 Oct 2026

Compared on equity compensation management software

Free plan: No
Paid from: $200/mo
Award types: stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, ESPPs
Vesting rule support: advanced
Employee portal: Yes
Tax reporting: Yes
Valuation support: Yes

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The record

Purpose: OptionTrax provides software and services for employee equity plan administration.
Award tracking: It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs.
Reporting: The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output.
Compliance: The site says OptionTrax calculates Black-Scholes and intrinsic award values and supports disclosures including ASC 718 and ASC 260 reporting.
Grant agreements: The homepage says administrators can generate grant agreements from Word templates and participants can review and e-sign them in the platform.
Cap table: The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing.
Broker support: The site describes online modeling and exercising with multiple exercise models and broker choice.
Integrations: The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration.
Security audit: The equity plan page states that the service undergoes an annual SSAE-16 Type II compliance audit.
Service options: OptionTrax offers self-administration, customized administration, and full outsourced administration.
Support: For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions.
Intended customers: The company says it has solutions tailored to public and private companies and focuses on equity plans for growing companies.
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.
Founded: 1992
Price from: $449/mo

Where it ranks on Freedom251

Best Equity Compensation Management Software in 2026#22 of 29

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Sources

optiontrax.com/equity-plan-management/· checked 3 Oct 2026
optiontrax.com· checked 3 Oct 2026
optiontrax.com/cap-table-shareholder-recordkeeping/· checked 3 Oct 2026
optiontrax.com/services/· checked 3 Oct 2026
optiontrax.com/overview/· checked 3 Oct 2026