Plan Management Corp.

OptionTrax® is an intuitive, robust equity and cap table management platform that's backed by the support of highly-experienced equity professionals. Our software can handle any type of equity award, vesting schedule (including performance metrics), as well as the full suite of cap table entries, including convertibles and notes and was built for corporate issuers, and designed by a team that has been managing equity plans and providing shareholder services for over 20 years. Instead of just chat boxes and FAQs, our clients and partners get a phone number with Certified Equity Professionals waiting on the other end to answer questions about the system and equity compensation at large. Our experts have guided clients through hundreds of corporate actions and are happy to help. We’ve also got a rich and growing help video library for folks who prefer the DIY approach.