Providing Equity Compensation Guidance & Planning
The StockOpter application helps financial advisors to analyze, track and model strategies for client equity award holdings such as employee stock options, restricted stock units (RSUs), performance grants and employee stock purchase plans (ESPPs).
Equity award programs are offered by employers as a way to attract and retain top talent. Maximizing the value of these holdings requires timely and tax efficient exercise and sell decisions. StockOpter allows advisors to efficiently provide equity compensation guidance via client deliverable templates, what-if dashboards and decision monitoring alerts.
Some of the benefits of using this type of software include the ability to easily track vesting schedules, calculate taxes, and provide real-time updates to employees on the value of their equity compensation. Additionally, using employee equity compensation software can help advisers to better understand the impact of these plans on their clients’ overall financial planning and make more informed recommendations to their clients.
