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
- Person/family management
- Group management
- Member directory
- Membership management
- Multi-site management
- Pledge tracking and management
- Online payments/giving
- Website management
- Attendance tracking
- Contributions
- Check in
- Reporting
- Content management system
- Calendar
- Event registration
- Connection
- Rock shop
- Text Messaging
- Email Messaging
- Unlimited Funds
- Unlimited Users
- LAVA
- Deep Giving Analytics
- Granular Security
- Data Import/Export
- Multi Campus Support
- Geolocation
- Custom Forms
- Workflows
- Self Service Kiosk
- Branding
- Custom Email Templates
- Custom Web Templates
- Dashboard
- Excellent Documentation
- Large and Growing Library of Training Videos
- Jobs Engine that Automates tasks
- “Follow” feature that alerts the follower of life events
- Volunteer Management
Integrations
Rock RMS integrates with the following systems and applications:
- 3essential hosting
- Trello
- SignNow
- Payflow Pro
- MyWell Ministry
- Pushpay
- SecureGive
- Kindrid Smart Giving
- Stripe
- Simple Donation
- ProtectMyMinistry
- Mortarstone
- Planning Center Online
- Zapier
- SendGrid and Mailgun
- Twilio (text messaging)
- Church Online Platform
- Amazon Cloud Storage
- Microsoft Azure Cloud Storage
- B2 Cloud Storage
- Cloudinary Storage
- Google Maps
- Bing Maps
- SmartyStreets
- Microsoft Excel
- Microsoft Word
- Microsoft Exchange
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
NewPointe Community Church, Willow Creek Community Church, Bel Air Church
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
Rock RMS is a spectacular, cloud based church management software that is designed with an exquisite balance of power and simplicity to make every church a superhero.
Company Email
Company's Address
Rock RMS Comparisons
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If you test different Accounting Software apps you shouldn’t just analyze their list of features and available pricing packages. Keep in mind the software should be matching your work processes and company so the more flexible their offer the better. Find our what platforms are supported by OptionTrax and Rock RMS and make sure you will obtain mobile support for whatever devices you work on in your company. It may also be a good idea to find out which languages and countries are supported, because this could be a deal breaker for many firms.
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