OptionTrax

Spec sheet

Purpose

OptionTrax provides software and services for employee equity plan administration.Read 3 Oct 2026 · optiontrax.com

Integrations

The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration.Read 3 Oct 2026 · optiontrax.com

Compliance

The site says OptionTrax calculates Black-Scholes and intrinsic award values and supports disclosures including ASC 718 and ASC 260 reporting.Read 3 Oct 2026 · optiontrax.com

Support

For self-administration, the company says it provides implementation training, support, and guidance, and remains available for questions.Read 3 Oct 2026 · optiontrax.com

Headquarters

The contact page lists the office at 1001 Conshohocken State Road, Building 1, Suite 205, West Conshohocken, Pennsylvania 19428.Read 3 Oct 2026 · optiontrax.com

Founded

1992Read 28 Sep 2026 · optiontrax.com

Award tracking

It tracks stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs.Read 3 Oct 2026 · optiontrax.com

Broker support

The site describes online modeling and exercising with multiple exercise models and broker choice.Read 3 Oct 2026 · optiontrax.com

Cap table

The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing.Read 3 Oct 2026 · optiontrax.com

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.Read 3 Oct 2026 · optiontrax.com

Grant agreements

The homepage says administrators can generate grant agreements from Word templates and participants can review and e-sign them in the platform.Read 3 Oct 2026 · optiontrax.com

Intended customers

The company says it has solutions tailored to public and private companies and focuses on equity plans for growing companies.Read 3 Oct 2026 · optiontrax.com

Reporting

The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output.Read 3 Oct 2026 · optiontrax.com

Security audit

The equity plan page states that the service undergoes an annual SSAE-16 Type II compliance audit.Read 3 Oct 2026 · optiontrax.com

Service options

OptionTrax offers self-administration, customized administration, and full outsourced administration.Read 3 Oct 2026 · optiontrax.com

Plans and prices

Every OptionTrax plan and price →

Where Specifiction places it

• Equity Compensation Management Software#15 of 297.3