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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial Forecasting
- Workflows
- Transaction-Level Details
- Team Collaboration
- Visualized Performance
- Business Planning
Pricing Info
PlaceCPM offers three pricing plans for you to choose from depending on the number of employees in your organization and the user licenses you need. Here are the details of each plan:
Startup – $350/month + $35/1 user/month (billed annually)
- Startups get discounted access to PlaceCPM’s toolset
Growth – $1,400/month + $28/user/month (billed annually)
- For growing companies that handle multiple accounting complexities
Established – $2,500/month + $21/user/month (billed annually)
- Establish companies can amplify adoption through per-user discounts
Enterprise and Non-Profit – By quote
Integrations
PlaceCPM integrates with the following business systems and applications:
- Salesforce
- Xero
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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
PlaceCPM is a corporate performance management software that enables you to produce accurate financial forecasts and business plans.
Company Email
hey@placetechnology.com
Contact No.
Company's Address
Place Technology, Inc.
603 Davis Street, Suite 103
Austin, Texas 78701
USA
PlaceCPM Comparisons
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Both OptionTrax and PlaceCPM were reviewed by a group of independent B2B experts who prepared a detailed examination of all crucial aspects of each service. Their total rating was prepared using our unique SmartScore algorithm that gives a separate partial score to every factor like: main features, client support, mobile support, security, customer satisfaction and market presence. Here at FinancesOnline we realize useful features are not the only factor essential to a company so we make sure we pay attention to all aspects of a solution prior to giving it a final score.
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