OptionTrax
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Employee stock plan tracking
- Termination schedule customization
- Unlimited vesting schedules management
- Transactions processing
- ESPP cash contributions tracking
- Withdrawals and share purchases tracking
- Transaction reporting
- Report filtering
- Different report formats
- Ad hoc reports
- Calculation of intrinsic award values
- Disclosure requirements
- Acquisition and liquidation modeling
- Investor activities tracking
- Payout
- Acquisition & exchange management
- Multiple accounts management
- Document access and storage
Pricing Info
Pricing Info
Below are sample OptionTrax plans and the included features. Interested parties are encouraged to contact the vendor for more detailed and customized enterprise pricing.
Cap Table Management for Private Companies – Starts at $50 per month, billed annually
- Funding and capitalization reporting
- Securities and shareholder management
- Document management and storage
- Corporate action processing
Equity Plan Management for Private Companies – Starts at $200 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Automated equity tracking
Equity Plan Management for Public Companies – Starts at $350 per month, billed annually
- Real-time reporting
- Compliance monitoring
- Stakeholder communication
- Custom award valuation
- Equity tracking
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Destination Maternity Corporation, Accuweather, Nutrisystem
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A customizable suite of stock option plan and cap table management software designed for both private and public organizations.
Company Email
info@optiontrax.com
Contact No.
Company's Address
OptionTrax
5 Radnor Corporate Center, Suite 441
100 Matsonford Road
Radnor, PA 19087
OptionTrax Comparisons
Popular OptionTrax Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Centralized Financial Data & Documents
- Multi-Class Asset & Portfolio Management
- Research
- Investor Relationship Management
- Reporting Portal
- Analytics & Statistics
- Marketing Campaign Management
Pricing Info
Backstop enterprise pricing is only available by quote. Reach out to the vendor for information.
Integrations
Backstop supports integrations with data sources, reporting engines, and other external systems.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Coastal Capital Management, GTIS Partners, Park Hill
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A powerful equity management solution suite that aids capital, asset, and investment professionals and firms.
Company Email
info@backstopsolutions.com
Contact No.
Company's Address
Backstop Solutions Group
233 S. Wacker, Suite 3960
Chicago, IL 60606
USA
Backstop Comparisons
Popular Backstop Alternatives
You shouldn’t expect only a wide set of features and scalable pricing plans from a well-known Accounting Software. Almost as significant as core features is a quality customer support. You want to guarantee that when you have any questions about OptionTrax or Backstop, or you struggle with some problems, or perhaps you’ll need to ask for a certain update or feature beneficial to your company you can trust in a responsive and helpful customer support. Check out if solutions such as phone support, tickets or live chat are provided. It’s also a major asset if you are able to benefit from personal training or at least a knowledge base you can use.
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