--- title: Empower Stock Plan Services Reviews meta\_title: 'Empower Stock Plan Services Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 24 reviews by the users' company size, role or industry to find out how Empower Stock Plan Services works for a business like yours. aggregate\_rating: rating\_value: 4.7 review\_count: 24 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Empower Stock Plan Services Reviews & Product Details Visit Website Empower Stock Plan Services™ delivers a connected stock plan administration experience that combines flexible technology, experienced service, and participant education. Our real-time equity compensation platform supports public and private plan designs, including Long-Term Incentive Plans (LTIPs), Employee Stock Purchase Plans (ESPPs), employee equity plans, and cap table management. Configurable tools, automated processes, on-demand reporting, HRIS integration, and scalable administration are designed to help reduce manual effort. Participants can access education to help them understand their equity, while executives can receive support across trading, compliance, reporting, tax, and planning needs. ----------------------------------------------- “EMPOWER” and all associated logos and product names are trademarks of Empower Annuity Insurance Company of America. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice. ©2026 Empower Annuity Insurance Company of America. All rights reserved. RO5505035-0626 * * * Product Website Empower Stock Plan Services Seller [Empower](https://www.g2.com/sellers/empower-7e3ad9c7-855f-45d3-af11-3d2d0bf66518) Discussions [Empower Stock Plan Services Community](https://www.g2.com/products/empower-stock-plan-services/discuss) Languages Supported English Overview by Scott Miller Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months [ View More Pricing Information ](https://www.g2.com/products/empower-stock-plan-services/pricing) ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") AB Verified User in Banking Mid-Market (51-1000 emp.) 6/3/2024 "Great team to work with!" 4.5/5 What do you like best about Empower Stock Plan Services? The customer service is always there to help with any questions. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? I would like better options to develope special reports that is not offered in Optiontrax. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? Optiontrax is a great tool for accounting the monthly expenses related to stock by employee / director. THey also assist in the annual 1099's. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MG Mario G. Accountant Mid-Market (51-1000 emp.) 8/17/2021 "Excellent" 5/5 What do you like best about Empower Stock Plan Services? The reports including award summary, expense summary and detail, and calculating diluted amount per share. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? Participant statements. Is there another way to clean them up or make them easier to mail? I am not able to print them out in portrait mode, only landscape. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? Keeping track of participant options, the timelines of each grant, and being able to update participants with questions they have very easily. Also the support response is fairly quick as well. Review collected by and hosted on G2.com. Show More Response from Scott Miller of Empower Stock Plan Services [Editedit](https://www.g2.com/survey_responses/empower-stock-plan-services-review-4945747/official_response/edit) We're thrilled you're enjoying OptionTrax, Mario! We'll look into expense locking per your feedback. We're very glad OptionTrax has simplified equity management for you and we appreciate your business! 1/22/2024 Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Mid-Market (51-1000 emp.) 8/21/2024 "Managing Director - Technical Accounting" 5/5 What do you like best about Empower Stock Plan Services? Arushi was very nice and responsive. It was my first time to use OptionTrax and I find it user friendly. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? None at the moment as I have to navigate OptionTrax further particularly with the disclosure reports. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? SBC expense reporting and disclosures. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Consumer Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Services") AC Verified User in Consumer Services Enterprise (\> 1000 emp.) 1/12/2024 "Exceptional Assistance" 5/5 What do you like best about Empower Stock Plan Services? OptionTrax is a easy tool to use and the customer service is exceptional. They are quick, precise and knowledgeable about the stock comp process intricacies . During our year end close process OptionTrax responded with detailed explanations that there easy to follow. When we requested a video call they responded after-hours to set up a meeting the very next business day! Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? I wish the report names included numbers. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? With the OptionTrax tool we can now manage our equity outside of excel, with precision. Review collected by and hosted on G2.com. Show More Response from Ken Lockett of Empower Stock Plan Services [Editedit](https://www.g2.com/survey_responses/empower-stock-plan-services-review-9107307/official_response/edit) We're thrilled to hear that you find OptionTrax easy to use and that our customer service has been exceptional! We appreciate your feedback and will take your suggestion about report names into consideration for future improvements. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Consumer Goods](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Goods") AC Verified User in Consumer Goods Enterprise (\> 1000 emp.) 2/13/2024 "Easy to use!" 4.5/5 What do you like best about Empower Stock Plan Services? I like how timely Optiontrax's support team is as well as the ease of use of the particpant platform. I also like how reports can be customized to run for whatever information you need to report on. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? It is taking a long time to implement due to the complexities surrounding our Plan, but no fault of Optiontrax! Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? Helping particpants view their share-based compensation. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Jeanne S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeanne S.") JS Jeanne S. Executive Assistant/Contracts Administrator/Corporate Paralegal Telecommunications Mid-Market (51-1000 emp.) 4/25/2022 "7 Years and still going strong" 5/5 What do you like best about Empower Stock Plan Services? We have been using OptionTrax and InvestmenTrax for over 7 years now. The rollout went smoothly and effortlessly on our part. My company has done its best to find creative ways to stump the software but has yet to do it. As a pre-public company, we have standard and non-standard option grants, ISOs & NQSOs, RSU's and RSUs + Options with double triggers. The support level from the beginning of the relationship to this very day has never faltered, changed or wavered. if I ask for help - it is quickly received, including a person-to-person phone call and screen share if needed. The team at Plan Management are professional and dedicated but also warm and welcoming. The system automatically calculates the 100K rule split between ISO/NQSO; handles termination calculations, including acceleration perfectly. Exercising options is a piece of cake. The participant portal has improved in appearance and functionality over the years and our employees love it. The added feature of uploading your own grant notice templates was a dream come true -- we have 20+ different templates! Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? Honestly, there are no aspects of the software that I dislike. There is one minor "statement" reporting thing with share totals that I don't think is as intuitive as everything else, having to do with performance grant shares returning to the pool, but other than that - I have nothing. Any upgrades, changes, or modifications have been dealt with, usually before I could think to ask. Review collected by and hosted on G2.com. Recommendations to others considering Empower Stock Plan Services: Test drive it, try to break it, talk to current users. I don't think you can go wrong by going with Plan Management and their OptionTrax and InvestmenTrax platforms. Very affordable and scalable. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? No problem - just benefits. Managing our robust option plan and cap table was a nightmare before OptionTrax and now it is a piece of cake. Without it, I wouldn't be able to do the many other things on my plate. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LP Laura P. CFO Consultant Mid-Market (51-1000 emp.) 3/30/2022 "Top Shelf Customer Service at OptionTrax" 5/5 What do you like best about Empower Stock Plan Services? I had direct & very timely access to a seasoned CEP / MBA (Elena Thomas) via a call and e-mails to assist with very detailed equity nuances that set the stage for related technical accounting. That was invaluable and greatly appreciated. The competitor's approach was to provide an article that did not even address the main issue, much less provide a mechanism for nuanced follow-up questions. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? I have not used the OptionTrax platform myself, so I am not in a position to add meaningful feedback. Our legal department manages the activity on OptionTrax. My feedback is based on the customer service support that pertained to equity comp nuances as they relate to technical accounting. Review collected by and hosted on G2.com. Recommendations to others considering Empower Stock Plan Services: Unless you are an expert in equity compensation yourself, I highly recommend OptionTrax since they provide timely access to seasoned Certified Equity Professionals that can assist with technical questions that inevitably come up. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? The cap table has become unwieldy and the equity instruments more complex. OptionTrax is providing the backbone of equity compensation organization and related data management. Where they set themselves apart from their competition is their live customer service wherein they field questions &. provide general guidance on equity compensation matters. This is so crucial for most customers who are not experts themselves in technical aspects of equity compensation. The topic that Elena helped with was the consequences and mechanics of conversion from ISO to RSA. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic SC Sonia C. HR Leader Mid-Market (51-1000 emp.) 3/10/2022 "Excellent Customer Experience" 5/5 What do you like best about Empower Stock Plan Services? What I really best about Option Trax is the immediate response from customer service. I found myself in a place where I had not used the tool in a while, and needed a refresher - I emailed the help desk and within 5 minutes I received a call back! We are a small company, but I can tell that this is simply how Option Trax operates. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? Honestly, I cannot come up with anything specific that I dislike...I find the tool pretty user friendly and easy to navigate. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? Option Trax is providing a solution to my US clients whereby they can view their equity holdings in one easy to navigate portal. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JH Jared H. Vice President, Corporate Controller Enterprise (\> 1000 emp.) 4/28/2022 "Great software for small to medium sized companies." 4/5 What do you like best about Empower Stock Plan Services? I enjoy the ease of navigating the varios functions and capabilities within the software. It is fairly intuitive to use this software. Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? There is not anything that I currently dislike. It has worked well for what we use it for. Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? At times I will need to reach out to the support team to handle unique modifications. The support team has been responsive and helpful. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Enterprise (\> 1000 emp.) 8/22/2022 "Very good and multi-faceted system for equity plan management, administration, and reporting" 4/5 What do you like best about Empower Stock Plan Services? Reporting and grant-level processing / reporting Review collected by and hosted on G2.com. What do you dislike about Empower Stock Plan Services? Having to switch between modules (cap table and plan management) Review collected by and hosted on G2.com. What problems is Empower Stock Plan Services solving and how is that benefiting you? How to efficiently manage and report on equity capital structures Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Empower Stock Plan Services? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Empower Stock Plan Services ](https://www.g2.com/products/empower-stock-plan-services/discussions/new) GU Guest User What is OptionTrax used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-optiontrax-used-for) SM Scott Miller • Last activity almost 4 years ago OptionTrax FAQs 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/optiontrax-faqs) [ View all Discussions ](https://www.g2.com/products/empower-stock-plan-services/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 12 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/empower-stock-plan-services/pricing) Empower Stock Plan Services Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.3/5(233) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-empower-stock-plan-services) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3b0b023d5bb3e7ccb8447a56a7ef6137/certent.png "Product Avatar Image") Certent 4.4/5(117) [ Compare Now ](https://www.g2.com/compare/certent-vs-empower-stock-plan-services) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71549dbcb4447493dab8b26e302c891f/shareworks-by-morgan-stanley.png "Product Avatar Image") Shareworks by Morgan Stanley 3.8/5(32) [ Compare Now ](https://www.g2.com/compare/empower-stock-plan-services-vs-shareworks-by-morgan-stanley) ##### ##### Empower Stock Plan Services Features Platform Basics Reporting [ View More Features ](https://www.g2.com/products/empower-stock-plan-services/features) ## Top-Rated Alternatives [ ![Certent](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Certent") Certent 4.4/5(117) ](https://www.g2.com/products/certent/reviews) [ ![Shareworks by Morgan Stanley](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shareworks by Morgan Stanley") Shareworks by Morgan Stanley 3.8/5(32) ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) [ ![Carta Equity Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ View All Alternatives ](https://www.g2.com/products/empower-stock-plan-services/competitors/alternatives) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management)[Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration) ##### Explore More [Where can a MEP engineer find the most accurate BIM objects for HVAC systems with models that manufacturers actually keep updated as products change?](https://www.g2.com/discussions/where-can-a-mep-engineer-find-the-most-accurate-bim-objects-for-hvac-systems-with-models-that-manufacturers-actually-keep-updated-as-products-change)[best attribution software](https://www.g2.com/discussions/best-attribution-software-2025-what-s-your-pick)[OutSystems vs Mendix vs Microsoft Power Apps for a mid-market company that wants to build custom apps without building a full dev team?](https://www.g2.com/discussions/outsystems-vs-mendix-vs-microsoft-power-apps-for-a-mid-market-company-that-wants-to-build-custom-apps-without-building-a-full-dev-team) [Which rebate management platforms are worth using for capturing the maximum vendor savings for an enterprise procurement team handling hundreds of vendor rebate agreements?](https://www.g2.com/discussions/which-rebate-management-platforms-are-worth-using-for-capturing-maximum-vendor-savings-for-an-enterprise-procurement-team-handling-hundreds-of-vendor-rebate-agreements)[Which healthcare integration engines are most trusted by healthcare software IT analysts based on user reviews?](https://www.g2.com/discussions/which-healthcare-integration-engines-are-most-trusted-by-healthcare-software-it-analysts-based-on-user-reviews)[Pros and Cons Details](https://www.g2.com/products/empower-stock-plan-services/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)