ShareForce vs OptionTrax

SShareForce8.4Visit OptionTrax7.9Visit

Higher score S ShareForce #9 in Equity Compensation Management Software 8.4/10 Paid ✓ 3 of 3 features Visit ShareForce

vs

OptionTrax #14 in Equity Compensation Management Software 7.9/10 Paid ✓ 3 of 3 features Visit OptionTrax

• ShareForce fits best

  Global enterprises needing advanced valuation and reporting

• OptionTrax fits best

  Private and public companies needing accounting depth

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	SShareForce 8.4/10 Visit ↗	OptionTrax 7.9/10 Visit ↗
At a glance
Editor score	8.4	7.9
Ranking	#9 in Equity Compensation Management Software	#14 in Equity Compensation Management Software
Best for	Global enterprises needing advanced valuation and reporting	Private and public companies needing accounting depth
Pricing model	Paid	Paid
Starting price	—	$200/mo
Free plan	—	—
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Phone	Email, Phone, Docs
Compliance	SOC 2, 2FA	GDPR
Integrations	12 integrations	2 integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features ShareForce 3/3 · OptionTrax 3/3
Employee portal	✓	✓
Tax reporting	✓	✓
Valuation support	✓	✓
Specs
Award types	LTIP, RSU, SAYE, SIP, ESPP, phantom stock, SAR, PSP, options and cash-based plans	stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, ESPPs
Vesting rule support	Custom	Advanced
Recipient limit	Not checked yet	Not checked yet
Our review
Pros	Supports Monte Carlo, Binomial Tree and Black-Scholes valuation models Handles configurable vesting, performance conditions and scenario testing Connects with HR, payroll, finance and signing platforms	Supports seven award categories and unlimited vesting schedules Includes ASC 718 and ASC 260 disclosure and tax-accounting reports Combines cap-table management with participant self-service workflows
Cons	No free plan is available The platform is offered through the web only Customisable plan pricing is quoted on request	No free plan is offered Public Companies pricing is higher at $350 per month Platform availability is limited to the web
Our verdict	ShareForce is an equity compensation management platform for finance, HR and reward teams at private, listed and multinational companies. It covers employee share and incentive plans from grant and vesting through settlement, participant… Read the review →	OptionTrax is equity compensation and securities management software for private and public companies. It covers stock options, RSAs/RSUs, SARs, performance awards, phantom awards, warrants, and ESPPs, making it suited to organizations… Read the review →

Strengths and trade-offs

• ShareForce — where it wins

  • Supports Monte Carlo, Binomial Tree and Black-Scholes valuation models
  • Handles configurable vesting, performance conditions and scenario testing
  • Connects with HR, payroll, finance and signing platforms

  Where it doesn't

  • No free plan is available
  • The platform is offered through the web only
  • Customisable plan pricing is quoted on request

• OptionTrax — where it wins

  • Supports seven award categories and unlimited vesting schedules
  • Includes ASC 718 and ASC 260 disclosure and tax-accounting reports
  • Combines cap-table management with participant self-service workflows

  Where it doesn't

  • No free plan is offered
  • Public Companies pricing is higher at $350 per month
  • Platform availability is limited to the web

• SShareForce8.4/10 · Paid

  A configurable equity platform for complex global administration, valuation and reporting.

  Visit ShareForceFull verdict →
• OptionTrax7.9/10 · Paid

  A broad equity administration suite with accounting, valuation, reporting, and participant workflows.

  Visit OptionTraxFull verdict →