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OptionTrax Logo

Capitalization table and equity management software

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Table of Contents

OptionTrax - 2025 Pricing, Features, Reviews & Alternatives

What is OptionTrax?

OptionTrax is an equity management software designed to help businesses manage capitalization tables, equity shares, valuations, and employee stock plans. The application enables stakeholders to handle equity awards including restricted stock awards (RSAs), stock appreciation rights (SARs), stock options, performance or phantom awards, equity warrants, and more.

Businesses can utilize the employee stock purchase plan (ESPP) module to track cash contributions, share purchases, balances, and withdrawals. The integrated capitalization table management system allows proprietors to create, issue, transfer, restrict, and cancel various types of securities including derivatives, debt, and equity securities. Administrators can use OptionTrax’s total rewards solution to generate a total rewards statement, which includes employee compensation details such as base pay, bonus, equity, 401(k) plan, and other corporate benefits information.

OptionTrax integrates insight administration platform with various payroll and human resource systems, ensuring synchronization of tax and employee demographic information across multiple platforms. Other features include ad hoc reports, communication management, electronic grant agreements, compliance management, interest payment calculation, and more.

Starting from

50

Per month

view pricing plans
book a demo

OptionTrax's features

Features rating:

Activity Dashboard
Activity Tracking
Cap Table Management
Compliance Management
Customizable Reports
Document Management
Document Storage
Financial Analysis
Financial Management
Financial Modeling
Investor Reporting
Real-Time Analytics
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Valuation Management
Vesting Management

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OptionTrax pricing

Value for money rating:

Starting from

50

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range
view pricing plans

OptionTrax support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Chat
Phone Support

Training options

Videos
Live Online
In Person

OptionTrax reviews

Overall rating

4.8

/5

6

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.83/10
Rating distribution

5

4

3

2

1

5

1

0

0

0

OptionTrax FAQs

Q. What type of pricing plans does OptionTrax offer?

OptionTrax has the following pricing plans:
Starting from: $50.00/month
Pricing model: Subscription


Q. Who are the typical users of OptionTrax?

OptionTrax has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does OptionTrax support?

OptionTrax supports the following languages:
English


Q. Does OptionTrax offer an API?

No, OptionTrax does not have an API available.


Q. What level of support does OptionTrax offer?

OptionTrax offers the following support options:
Email/Help Desk, Chat, Phone Support

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