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
- Forecast up to 10 years, on monthly, quarterly or annual basis
- Unlimited number of projection workbooks
- QuickBooks & Excel import utilities
- Sub-schedules for added support
- Sub-Totaling feature to group and collapse/expand accounts
- Consolidate unlimited number of projections
- Integrated Financial Statement Structure
- Cash Flow Forecasting
- General Forecast methods
- Compute financial trends based on historical data
- Adjust prior period amounts by a percentage
- Make line items a percentage of other lines
- Compute amounts based on non-financial items
- Enter amounts you compute
- Link line items to an Excel spreadsheet
- Specialized Forecast Methods
- Automatically amortize notes payable
- Line of credit automatically advances and pays off line
- Compute accounts receivable based on average days to collect
- Compute accounts payable based on average days to pay
- Automatically expense prepaid expenses
- Handles withheld and accrued taxes
- Create 2 user defined taxes based on income
- Custom Forecasting using Non-Financial Data
- Add Comments to explain forecasting decisions
- Auto and Custom Financial Ratios
- Auto computes Break Even Analysis
- Business Valuation Tool
- Run Reports to PDF or Excel
- Balance Sheet Income Statement, Statement of Cash Flow
- Budget vs Actual reports
- Ratio reports
- Assumptions and comments reports
- Non-financial items report
- Break even analysis report
- Engagement Tool for professional accountants
Pricing Info
Here are the details about PlanGuru cost:
PlanGuru is a proprietary software sold through a one-time licensing fee. It is available in two packages:
PlanGuru Startup ($99) Allows you to create forecasts for up to 10 years with a fully integrated balance sheet, income statement, and statement of cash flows, and more.
PlanGuru Basic ($399) Startup features plus 60 day money back guarantee, QuickBooks & Excel import utilities, and more.
PlanGuru Enhanced ($799) Basic features plus sub-totaling feature to group accounts; consolidate unlimited no. of projections; business valuation tool; engagement tools for professional accountants; and more.
Optional cloud-hosting, analytics, advanced reporting, and training package are available.
Integrations
- Microsoft Excel
- QuickBooks
- PlanGuru Cloud
- Advanced Reporting
- PlanGuru Analytics
- PlanGuru Launch (product and training package)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Summit CPA Group, MSN Associates, Graf Repetti & Co., LLP, CCS Presentation Systems, Sellstate Regency Realty, Ramsden Industries Limited, Valley of the Sun YMCA
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
Designed to help companies and nonprofits make more accurate decisions with its high-level forecast and detailed multi-departmental operating budget tools.
Company Email
sales@planguru.com
Company's Address
150 Grand St.3rd Floor
White Plains, NY 10601
PlanGuru Comparisons
Popular PlanGuru Alternatives
When you select a software that you are sure will be an actual asset for your team you shouldn’t simply focus on what experts have to say about it. Quite frequently personal experience with the app will vary, depending on specific goals and requirements. That’s the reason why in our reviews we also offer our User Satisfaction Rating for each app to give you an immediate impression of how real users of OptionTrax and PlanGuru rate their contact with the software. Our algorithm is based on detailed analysis of product appearances on other sites, social media as well as blogs, so you will obtain a comprehensive and credible landscape of what other people think about every solution. In this example OptionTrax has a total satisfaction rating at 97% while for PlanGuru 88% of users express they had an enjoyable experience with it.
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