Plan Management Corp
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Financial software provider
Plan Management Corp is a full service administrator of securities-based incentive plans and the developer and licensor of the market's most intuitive, comprehensive self-administration software, OptionTrax®, a securities-based incentive plan self-administration web-based software application. Our Cap Table module is a full featured shareholder and securities management and record keeping system perfectly suited to private companies.
09/20/2022
Our COO Elena Thomas will be presenting at the National Association of Stock Plan Professionals - NASPP conference in Chicago, discussing strategies for attracting top talent with equity awards in competitive industries. Come check her out and learn more here! https://naspp2022.pathable.co/meetings/QmY7LuMcvEuCYSFib #
07/29/2022
We're proud to have received top scores on the latest G2 client satisfaction ratings, beating our competition in ease of use, ease of setup, quality of support, being a good partner and more!
https://lnkd.in/eEqhKXkr
https://lnkd.in/eMhZZFm8
07/06/2022
We know equity administrators have a lot on their plates and our new, automated event alerts help them stay up-to-date with their responsibilities even when equity isn't top of mind.
OptionTrax® Releases Extensive Alert System to Reduce Administrator Burdens /PRNewswire/ -- Jonathan Miller, CEO of Plan Management Corp., the developer and licensor of the OptionTrax® System used worldwide, provided the following...
We've streamlined the login and password reset processes while beefing up security. Check it out!
https://www.prnewswire.com/news-releases/optiontrax-announces-time-saving-efficiency-and-increased-user-security-for-plan-administrators-and-participants-301548989.html
02/07/2022
Welcome aboard, Felix! We're happy to be growing our Quality Assurance team!
01/19/2022
For jurisdictions and industries that require detailed shareholder data collection and wet signatures, we're proud to announce secure new features that simplify these tasks.
OptionTrax Simplifies Shareholder Due Diligence and KYC Requirements /PRNewswire/ -- Jonathan Miller, CEO of Plan Management Corp., the developer and licensor of the OptionTrax® System used worldwide, released the following...
10/26/2021
Back in the office three days a week with this motley group.
We've moved to a new office and are happy to have some folks back in it! A little less Zoom and a little more time together feels good.
10/26/2021
We've moved to a new office and are happy to have some folks back in it! A little less Zoom and a little more time together feels good.
10/25/2021
We're thrilled to be speaking at the National NASPP Virtual Conference this week!
Our very own Elena Thomas and Lisa Klevence will be leading the interactive session, A Survivor's Guide To Managing The Next Crisis, a workshop for developing plans plans to navigate future uncertainty and building checklists for managing equity through market cycles, regulation changes, corporate actions, and restructuring.
The virtual presentation is on 10/27 at 11:30am Eastern. We hope to see you there!
Register here:
https://lnkd.in/eDytdBcd
You can find out more about this and other presentations happenening this week here: https://lnkd.in/ewP5rFSr
Annual NASPP Conference & Exhibition I'll be attending the 29th Annual NASPP Conference & Exhibition this October. Join me there for all things equity compensation!
Join Amanda Benincasa Arena, MBA, CEP of Aon and our very own Elena Thomas, CEP to learn about trends in pay and workforce equality. Zooming now!
https://lnkd.in/eH_zd7T
Hosted by the OC and LA chapters!
https://lnkd.in/g-_2W85
https://us02web.zoom.us/meeting/register/tZEkfuGgqzkpGdHEaQjTQLBRAujamCcIG2Zg
Trends in Pay and Workplace Equality | NASPP The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliate...
04/14/2021
We release enhancements and new features that save our clients time and money every two weeks. The latest include tranche-level valuation and reporting and automated Canadian Treasury and Bond Rate retrieval. Check out the press release for more!
OptionTrax Adds New IFRS 2 Enhancements to its Industry-Leading Financial Reporting Functionality /PRNewswire/ -- Plan Management Corp., the developer and operator of OptionTrax®, a leading-edge equity management platform for clients around the globe, has...
01/14/2021
Our very own Elena Thomas joins other compensation experts from Aon and Hilton to discuss the latest trends in in and with Global Equity Organization . Come check it out on 1/26! https://globalequity.org/geo/node/7384
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Radnor, PA
19087