Overview: This list of tasks is designed to assist financial advisory firms to implement an Equity Compensation Assistance program using StockOpter.com. For additional information contact Bill Dillhoefer at bdillhoefer@networthstrategies.com or 541-383-3899. Tasks: 1. Establish detailed project plan (e.g. tasks, dates, responsibilities, costs) 2. Define the Executive Services Offering (questions that need to be answered): a. […]
Month: December 2020
Press Release: StockOpter Redesigned to Simplify Equity Compensation Planning
Bend, OR, December 1, 2020 – StockOpter.com, the industry leading application for equity compensation valuation and risk analysis has been completely redesigned and enhanced. This new version of StockOpter is now available making it easier than ever for advisors to analyze client company stock and option holdings and provide professional guidance. Initially released in 2008, StockOpter.com […]