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What is ReliaTrax?

Seamlessly engage with all key participants in a client's case, including probation officers, parole agents, victim advocates, and social service staff. With ReliaTrax, you can fully automate the generation of monthly reports and attendance alerts, cutting down on the extensive time once devoted to manual note-taking. Counselors have the ability to create all essential clinical documentation directly within ReliaTrax, aided by intuitive tools that make the documentation process efficient. Running your practice has become remarkably easier! You can effectively manage finances, issue bills to referral sources or insurance companies, provide monthly updates, track counselor effectiveness, and much more. This groundbreaking strategy not only simplifies case management but also fosters improved collaboration among everyone involved in a client's care. Make the most of this innovative solution and transform your practice management experience today!

What is OptionTrax?

By leveraging advanced technology, quality education, and committed support, we simplify the equity administration process for you. Whether you choose to take charge yourself or need extensive guidance from our expert team, OptionTrax® provides the ideal solution tailored to your requirements. Our services are designed to meet the distinct needs of both public and private organizations. Are you feeling overwhelmed by managing your equity plan? Is the pressure from compliance requirements and audits weighing you down? For nearly two decades, clients who have utilized the OptionTrax platform have successfully navigated audits conducted by some of the largest auditing firms globally. Are you still dependent on inconsistent spreadsheets to manage your cap table and equity awards? The OptionTrax system ensures you achieve strong control and accuracy, which translates to significant time and cost savings during audits. Imagine the increased productivity you could achieve with the time you currently spend correcting mistakes or handling outdated information. Additionally, you can say goodbye to the burden of tracking changing FASB, IRS, and SEC regulations, as our OptionTrax system seamlessly manages that aspect for you. While you concentrate on your primary business functions, allow us to take care of the intricate details of equity management, giving you peace of mind and the freedom to grow your business effectively.

Media

Media

Integrations Supported

Service Center

Integrations Supported

Service Center

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Canyon City Solutions

Date Founded

2008

Company Location

United States

Company Website

www.reliatrax.com

Company Facts

Organization Name

OptionTrax

Date Founded

1992

Company Location

United States

Company Website

www.optiontrax.com

Categories and Features

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

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