StockOpter = Equity Compensation Guidance

Professional Equity Award Analysis & Tax Planning Software
"StockOpter is THE name in stock compensation analysis, planning and strategy modeling." Valuation & Risk Analysis

Advises clients on when to exercise/sell their employer stock and options based on risk
" is the premier platform for providing equity compensation guidance." Strategy Modeling

Illustrates multi-year equity award tax and cash flow strategies
"Calculates how many ISOs that can be exercised up to the AMT limit." for Recipients

Equity compensation valuation & risk analysis to help award recipients make informed exercise/sell decisions.
" is perfect for anyone with equity compensation and no idea when to take action."

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.

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Incorporated 1999, Net Worth Strategies is the wealth management industry leader in equity compensation risk analysis and tax planning applications. The platform enables financial advisors to attract and assist clients that receive company stock and options. On average, advisors that use StockOpter report that they generate over $750,000 in AUM per client and can charge between $2,500-$10,000 annually for equity compensation guidance and tax planning. StockOpter-based guidance helps clients maximize the value of their employee stock options, restricted/performance shares and company stock holdings by providing unique information that facilitates timely, informed and tax efficient exercise/sell decisions.