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
- Portfolio Planning
- Capital Budgeting
- Capex Approvals
- Project Forecasting
- Reporting & Analytics
- Financial Planning & Analysis
- Engineering & Operations
- Procurement & Supply Chain
- Information Technology
- Accounting & Fixed Assets
Pricing Info
Contact Finario for information on their basic and enterprise pricing packages.
Integrations
Finario integrates with the following business systems and applications plus more:
- JDE
- SAP
- Oracle
- Peoplesoft
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
American Zinc Recycling, Amway, Boulder Brands
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
Finario provides the first cloud-based solution to unify capital planning and establish a single source of truth across the investment lifecycle.
Company Email
Contact No.
Company's Address
Finario Corp.
30 Old Kings Hwy. South
Darien, CT 06820
United States
Finario Comparisons
Popular Finario Alternatives
No Accounting Software will be able to cover all the requirements of a company. While core features of OptionTrax and Finario are obviously a priority you should also carefully examine the integrations supported by every software. In many cases you will already be making use of other types of SaaS software in your company and it’s always better to opt for apps that integrate well with one another. If you do that you will be able to ensure a reliable transfer of data between your teams and services, which can significantly reduce time spent on migrating between one service and the other.
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