The customer service is always there to help with any questions. Review collected by and hosted on G2.com.

I would like better options to develope special reports that is not offered in Optiontrax. Review collected by and hosted on G2.com.

The reports including award summary, expense summary and detail, and calculating diluted amount per share. Review collected by and hosted on G2.com.

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.

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.

None at the moment as I have to navigate OptionTrax further particularly with the disclosure reports. Review collected by and hosted on G2.com.

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.

I wish the report names included numbers. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Reporting and grant-level processing / reporting Review collected by and hosted on G2.com.

Having to switch between modules (cap table and plan management) Review collected by and hosted on G2.com.