Plan Management Corp. Announces Major Release of New OptionTrax® Features and Enhancements for Administrators’ Ease-of-Use

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The latest OptionTrax® release is all about new equity compensation administration features and improvement to make our clients’ lives easier and more productive. By listening to our clients, we have taken our software to a new level of self-administration ease.

It’s another example of how PMC dedicates both our capital and team members to constantly enhancing our system, rather than on hiring hiring high-pressure sales people and on glitzy marketing

Elena Thomas, COO of Plan Management Corp. (PMC) today announced the release of the latest version of OptionTrax ® and InvestmenTrax(sm), PMC’s stock benefit award plan and securities recordkeeping administration software.

“This release is all about new features and improvement to make our clients’ lives easier and more productive. It’s another example of how PMC dedicates both our capital and team members to constantly enhancing our system, rather than on hiring high-pressure sales people and on glitzy marketing “, said Thomas. “We have taken our software to a new level of self-administration ease and dynamic reporting. Administrators can easily load bulk grants and new participants in minutes. They can use the system to generate grant loading templates with all required information right from the OptionTrax® system.” She added, “Administrators can now structure and manage blackout periods within the system and historical blackout periods will be stored and accessible for audit purposes.”

“This new release also includes enhancements to report formatting and filtering based on client feedback.” Thomas went on to say, “We are proud to bring simple methods for administrators to upload grant paperwork directly to participant files. Nothing makes an auditor happier than having everything in one place!”

PMC is the industry’s oldest independent provider of web-based stock plan administration and securities recordkeeping software. PMC specializes in providing comprehensive, personal assistance to small to mid-cap companies, private and publicly-held, using PMC’s over four decades of experience in guiding these companies through all stages of their growth. PMC is the only U.S. based company in the field that is entirely internally funded, broker neutral, and dedicated solely to providing integrated solutions to managing the life-cycle of companies’ securities and awards.

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Jennifer Levine
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