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
- Real-Time Budget Monitoring
- Job & Job Phase Level
- Cost & Profit Forecasts
- Color-Coded Warnings
- Cash Flow Projections
- Subcontractor Billing
- Online Progress Reporting
- Accounting Integration
- Approval Workflows
- Invoice Collection
- Purchase Order Management
- Construction Estimating
- Bid Collection & Evaluation
- Contract Management
Pricing Info
Planyard provides enterprise pricing plans for general contractor companies handling small, medium, or large-sized construction projects. Here are the details:
Small Project – $24/project/month
- Ideal for renovation projects
- Real-time budget monitoring
Cost & unit estimates locking - Team sharing & access control
- Color-coded warnings & errors
- Project profitability monitoring
- Cost management via mobile apps & Outlook add-ons
- Main invoice email
- Consolidated invoices management
- Duplicate invoice warnings
- Subcontractor & vendor categorization
- Company profiles
- Contact persons
- Xero, QuickBooks, & Directo integration
- Custom integrations
- API
Medium Project – $61/project/month
- Ideal for residential building, infrastructure, & engineering projects
- All features in Small Project Plan, Plus:
- Committed cost tracking for budget management
- Purchase ordering
- Committed cost tracking for purchase orders
- Purchase invoices
- Subcontracts registration
- Subcontract performance tracking
- Subcontract invoices
- Change orders
Large Project – $244/project/month
- Ideal for building, mall, and skyscraper projects
- All features in Medium Project Plan, Plus:
- Retainages & Pre-payments
- Subcontractor monitoring
- Bid collection
- Bid analysis & comparison
- Multi-round bidding
- Bid scenario analysis
- Online progress reporting
- Team review & approval
- Progress report invoices
- Vendor profile update
Ultimate – by quote
For general contractor companies with multiple project portfolios
Integrations
Planyard integrates with the following
- Directo
- Quickbooks
- Xero
- Gmail
- Microsoft Outlook
- Microsoft Excel
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Hitachi ABB, Higgi Haus, Deprom
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
Planyard is a construction budget management software that interconnects processes and information in one place for general contractor companies to improve cost control, team collaboration, and project profitability.
Company Email
info@planyard.com
Contact No.
Company's Address
Fizure OÜ
Teaduspargi 6/1, Tallinn,
Estonia 12618
Planyard Comparisons
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Please keep in mind that while both OptionTrax and Planyard may offer a reliable range of features each product might be designed for a different company size. If you are analyzing various solutions you should give some attention to a company type they are aimed at. Certain features might scale up well for huge enterprises but if you run a small or medium company it’s frequently more sensible to avoid paying for customized features that you may never have a chance to use.
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