OT Administration

Quickly create grants, add new employees and enter new transactions using the simple, user friendly interface.

  • Easily add, edit or delete option and restricted stock plans, grants and participants
  • Automated transaction tracking
  • Automated stock split capability
  • Easy import employee census, grant and price information
  • One-click export of data and reports to Excel for greater flexibility and customization
  • Download historical stock prices and interest rates directly into Option Tracker
  • Numerous employee and company reports that can be based on any time period
    • Company Outstanding Options Value Report
    • Company Summary Report (Grant Level)
    • Company Summary Report (Plan Level)
    • Employee Detail Report
    • Employee Detail Report – Company
    • Employee Outstanding Options Value Report
    • Employee Payroll Report
    • Employee Summary Report
    • Employee Vesting Report
    • Employee Stock Option Exercise Behavior
    • Employee Stock Option Forfeiture Report
    • Incentive Stock Option – Non Qualified Report
    • Restricted Stock Transaction Report
    • Stock Split History Report
    • Transactions Report

Call us at 610-688-8111 to learn more.