Global Shares vs OptionTrax
Global Shares
jpmorganworkplacesolutions.comOptionTrax
optiontrax.comSide by side
| Figure | Global Shares | OptionTrax |
|---|---|---|
| Price from | $166.67/mo | $449/mo |
| Free plan | Yes | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 2 |
| Spec score · Equity Compensation Management Software | 8.9 (#2) | 7.3 (#15) |
| Cap table | Cap table management provides ownership tracking and a digital source of truth for investors and employees. | The cap table module supports securities and shareholder records, funding and capitalization reporting, and corporate action processing. |
| Integrations | The REST-based API supports HRIS, tax, payroll and accounting integrations; listed partners include Deloitte, Standard Chartered, KPMG, SAP, ADP, Vanguard, T. Rowe Price, UKG and Workday. | The services page lists brokerage interface management as part of customized administration and broker communication as part of outsourced administration. |
| Intended customers | The company describes solutions for emerging, pre-IPO and public companies, as well as HR, legal, finance and executive teams. | The company says it has solutions tailored to public and private companies and focuses on equity plans for growing companies. |
| Purpose | The platform provides global employee stock plan administration and equity compensation management for private and public companies. | OptionTrax provides software and services for employee equity plan administration. |
| Reporting | The platform offers business intelligence and financial reporting, including expense, disclosure, tax and EPS reporting. | The software supports real-time summary and transaction reporting, ad hoc reports, and PDF, HTML, or Excel output. |
Plans
Global Shares
- StandardFree
- Premium$2,000 a year
- Custom$4,500 a year
- Custom enterprise offeringPriced on request
In their own words
Global Shares
Global Shares has no write-up on Specifiction yet; its figures are above.
OptionTrax
OptionTrax has no write-up on Specifiction yet; its figures are above.