Freedom251 › Equity Compensation Management Software
OptionTrax
What OptionTrax is
OptionTrax is paid, web-based software and services for administering employee equity plans at public and private companies. It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs. Reporting includes real-time summaries, transaction reports, ad hoc reports, and PDF, HTML, or Excel output. The software calculates Black-Scholes and intrinsic award values and supports ASC 718 and ASC 260 disclosures. Administrators can create grant agreements from Word templates, while participants review and e-sign them in the platform. Its cap table module manages securities and shareholder records, funding and capitalization reporting, and corporate actions. Online modeling and exercising supports multiple exercise models and broker choice. Customers can choose self-administration, customized administration, or full outsourced administration. Self-administration includes implementation training, support, and guidance. The service undergoes an annual SSAE-16 Type II compliance audit. OptionTrax lists a starting price of $200/mo (annual), with homepage starting prices of $449 a month for private companies and $649 a month for public companies. Plan Management Corp. established the product developer in 1992; Empower acquired it in September 2024.
Who it suits
It suits growing public or private companies administering varied equity awards, cap tables, reporting, valuations, and employee agreements. Organizations can choose self-service or administration services, including full outsourcing.
What it does well
- Tracks multiple employee award types
- Real-time and ad hoc reporting
- ASC 718 and ASC 260 disclosures
- Grant agreement e-signatures
- Self, customized, or outsourced administration
What to know first
- Paid product with no free plan
- Starting prices differ by company type
- Web platform only
Limits
The listed starting prices are $449 a month for private companies and $649 a month for public companies. Overall pricing is also presented as starting from $200/mo when billed annually.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Private companies | Starting price shown on homepage | $449 a month |
| Public companies | Starting price shown on homepage | $649 a month |
As optiontrax.com lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Open the OptionTrax website
- Choose self-administration, customized administration or full outsourcing
- Select the private-company or public-company plan
- Use implementation training for self-administration
- Set up grant agreements from Word templates
Verdict
OptionTrax combines equity-plan tracking, reporting, valuation, cap-table functions, and administration services. Review the company-specific starting prices and service model before selecting an approach.
Questions
What does OptionTrax manage?
It manages employee equity plans covering stock options, RSAs and RSUs, SARs, performance awards, phantom awards, warrants and ESPPs.
Is OptionTrax web-based?
Yes. Web is the listed platform.
How much does it cost?
The pricing note says from $200/mo when billed annually. Homepage starting prices are $449 a month for private companies and $649 a month for public companies.
Can participants sign grant agreements online?
Yes. Administrators generate agreements from Word templates, and participants can review and e-sign them in the platform.
Does it support cap tables?
Yes. The cap table module supports securities and shareholder records, funding and capitalization reporting and corporate actions.
Who developed OptionTrax?
Plan Management Corp. developed it; Empower acquired the company in September 2024.
Facts from OptionTrax's own pages
- Award tracking
- It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs. · optiontrax.com, 3 Oct 2026
- Broker support
- The site describes online modeling and exercising with multiple exercise models and broker choice. · optiontrax.com, 3 Oct 2026
- Cap table
- The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing. · optiontrax.com, 3 Oct 2026
- 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. · optiontrax.com, 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. · optiontrax.com, 3 Oct 2026
- Founded
- 1992 · optiontrax.com, 28 Sept 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. · optiontrax.com, 3 Oct 2026
- Headquarters
- The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428. · optiontrax.com, 3 Oct 2026
- Integrations
- The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration. · optiontrax.com, 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. · optiontrax.com, 3 Oct 2026
- Purpose
- OptionTrax provides software and services for employee equity plan administration. · optiontrax.com, 3 Oct 2026
- Reporting
- The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output. · optiontrax.com, 3 Oct 2026
- Security audit
- The equity plan page states that the service undergoes an annual SSAE-16 Type II compliance audit. · optiontrax.com, 3 Oct 2026
- Service options
- OptionTrax offers self-administration, customized administration, and full outsourced administration. · optiontrax.com, 3 Oct 2026
- Support
- For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions. · optiontrax.com, 3 Oct 2026