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Equity Management Software
OPTRACK reviews and summary
OPTRACK is a secure, cloud-based platform developed by Computershare, a leader in equity administration, specializing in the comprehensive management of employee equity compensation. It provides robust accounting, tracking, and reporting for a wide array of equity instruments, including stock options, restricted stock units (RSUs), warrants, and performance shares. The system offers real-time visibility into grant status, vesting schedules, exercise activity, and expiration dates. It automates complex tax and accounting calculations (like ASC 718/FAS 123R), ensures regulatory compliance, and facilitates seamless communication with employees through dedicated participant p... OPTRACK is designed for both publicly traded and private companies of variou...
Best for
OPTRACK is designed for both publicly traded and private companies of various sizes that issue equity compensation to employees. It is particularly valuable for finance, HR, and legal teams responsible for the accurate administration, reporting, and compliance of complex equity plans. Its scalability makes it suitable from growing private companies to large multinational corporations.
Starting price
Pricing not listed
Category
Equity Management Software
Vendor
Computershare
Key takeaways
Our verdict
OPTRACK is a highly credible solution backed by Computershare's extensive experience in shareholder services. Its strength lies in its specialized focus on equity compensation accounting and its ability to serve both public and private entities securely. For companies seeking an enterprise-grade, dedicated system to manage the intricacies of employee equity, OPTRACK offers a reliable and comprehensive option, though it may be more feature-rich than necessa...
Quick facts
OPTRACK at a glance
Overall rating
5/5
Reviews
1
Starting price
Pricing not listed
Vendor
Computershare
Founded
1978
Location
United States
Category
Equity Management Software
Ratings
OPTRACK ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
OPTRACK pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses OPTRACK?
OPTRACK is designed for both publicly traded and private companies of various sizes that issue equity compensation to employees. It is particularly valuable for finance, HR, and legal teams responsible for the accurate administration, reporting, and compliance of complex equity plans. Its scalability makes it suitable from growing private companies to large multinational corporations.
Feature research
OPTRACK features
These are common features buyers compare in Equity Management Software. Product-specific availability should be confirmed with the vendor.
Cap Table Management
Manages and tracks company ownership, equity, and shareholder information accurately.
CRM Integration
Sync with CRM systems to centralize customer data and streamline business relationships.
Transaction Management
Establish and manage the terms required to finalize and secure business agreements.
Centralized Document Repository
Keep documents in a unified repository to ensure streamlined accessibility.
Financial Modeling
Develops mathematical models to represent financial performance and predict future outcomes.
Options Management
Tracks and administers stock options and other equity compensation plans for employees and investors.
Participant Portal
A secure online platform enabling participants to view and manage their investment or plan details.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Private Equity
Manages investments in companies not publicly traded on a stock exchange.
Public Equity
Handles investments in publicly traded companies, managing stocks and market-related assets.
Valuation Management
Conducts and manages the process of determining the economic value of assets or companies.
Vesting Management
Administers and tracks the vesting schedules for employee stock options and benefits.
Pricing
OPTRACK pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
Compare
OPTRACK alternatives
Compare OPTRACK with other Equity Management Software tools that buyers often evaluate.
Vestd by Vestd
Vestd is the original and only FCA (Financial Conduct Authority) regulated equity management platform for small and medium-sized enterprises (SMEs) in the UK. It provides a fully d...
Capdesk by Capdesk
Capdesk is a comprehensive digital equity management platform designed to streamline cap table administration and employee share plans. It enables private companies to efficiently...
Shareworks by Morgan Stanley
Shareworks by Morgan Stanley is a fully integrated equity administration platform built to meet the specific demands of innovative companies. It simplifies equity plan management b...
Eqvista by Eqvista
Eqvista is a sophisticated software platform designed to transform company equity management by handling cap tables, company shares, 409A valuations, and related tasks in an easy a...
OptionTrax by Plan Management
OptionTrax is a full-featured, easy-to-use software solution for equity plan and cap table management, backed by support from highly experienced equity professionals. It provides c...
Cake by Cake Equity
Cake is an innovative platform that transforms cap table management, employee stock ownership plans (ESOPs), and early-stage capital raising for startups. It replaces outdated, spr...
Captable.io by Captable.io
Captable.io is a dedicated, no-cost equity management platform designed to simplify the complex processes of cap table administration and ownership tracking. It serves as a central...
Software reviews
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FAQ
OPTRACK FAQs
OPTRACK is a secure, cloud-based platform developed by Computershare, a leader in equity administration, specializing in the comprehensive management of employee equity compensation. It provides robust accounting, tracking, and reporting for a wide array of equity instruments, including stock options, restricted stock units (RSUs), warrants, and performance shares. The system offers real-time visibility into grant status, vesting schedules, exercise activity, and expiration dates. It automates complex tax and accounting calculations (like ASC 718/FAS 123R), ensures regulatory compliance, and facilitates seamless communication with employees through dedicated participant p...
OPTRACK is designed for both publicly traded and private companies of various sizes that issue equity compensation to employees. It is particularly valuable for finance, HR, and legal teams responsible for the accurate administration, reporting, and compliance of complex equity plans. Its scalability makes it suitable from growing private companies to large multinational corporations.
Pricing can change. Confirm current plans and terms with the vendor.
OPTRACK is listed in Equity Management Software.
OPTRACK is listed with Computershare as the vendor.
Buyers often compare OPTRACK with other Equity Management Software tools such as Backstop, Vestd, Capdesk, Shareworks. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for OPTRACK.
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