OptionTrax

The OptionTrax™ Platform is a complete solution to manage employee stock plans. It simplifies plan administration with automated tracking, reporting, compliance, and communication capabilities.

OptionTrax includes:

• SSAE-16 Type II compliance audit annually
• Single Web-based platform for stock options, RSAs/RSUs, performance structures, warrants and ESPPs
• Easy to navigate and understand menus and reporting functionality
• Administrative reporting and an ad hoc tool for reconciliation
• Robust financial reporting includes streamlined assumption generation, valuation, expense reporting, diluted EPS, disclosures and tax accounting (ASC 718, ASC 260)
• Flexible yet easy-to-use Performance Award setup and management system
• Participant Access that allows participants to review their own online accounts and transact in a simple, intuitive interface
• ESPP module to track all cash contributions and rollover funds, share purchases and withdrawals