Tag : Plan Management Corp

OptionTrax Releases KYC Process Management with Unmatched Flexibility
Fintech News

OptionTrax Releases KYC Process Management with Unmatched Flexibility

PR Newswire
by PR Newswire0347
OptionTrax has greatly improved the Know Your Client data collection process, providing shareholder service teams with a new level of flexibility in information gathering and communication. With compliance departments all over the world requiring different data points, OptionTrax meets the needs of our clients with the ability to generate custom......
OptionTrax® and Capital Transfer Agency Announce Partnership
Business Fintech News

OptionTrax® and Capital Transfer Agency Announce Partnership

Fintech News Desk
by Fintech News Desk0559
Plan Management Corp. (PMC), the company behind the leading equity compensation plan administration platform, OptionTrax, and Capital Transfer Agency (CTA), a leading Canadian transfer agent, announced today a strategic partnership to offer the OptionTrax platform to Capital Transfer Agency clients. Read More: Datasite Completes Agreement to be Acquired by CapVest......
OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans
Cryptocurrency Fintech News

OptionTrax Widens the Lead in Stock-Based Compensation Reporting for Equity Award Plans

Fintech News Desk
by Fintech News Desk0396
Plan Management Corp. (PMC), the leader in equity compensation plan administration software, announced that the latest OptionTrax software release introduces enhanced financial reporting for equity performance awards and multi-currency cash-settled plans. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities The latest enhancements include full stock-based......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News

Plan Management Corp. Announces OptionTrax How-To Videos and Help Library

Fintech News Desk
by Fintech News Desk0350
Plan Management Corp(PMC), the long-time leader in the equity benefit plan and cap table management software field, announced that the latest OptionTrax software release introduces How-To videos in an intuitive help library to make life even easier for administrators. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy......
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