StockOpter

Bend, OR, November 29, 2021 – StockOpter.com, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality.  In addition to StockOpter.com’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow and total portfolio value projections.

Initially released in 2008 and continually enhanced, StockOpter.com from Net Worth Strategies, Inc. enables financial advisors to engage employees that receive company stock and options and help them make timely, informed and tax efficient diversification decisions. Unlike general financial planning applications designed specifically for retirement planning, StockOpter addresses when, why and how clients should diversify their equity compensation. Consequently, StockOpter users report on average they generate over $500,000 in assets under management per client and/or can charge fees of $2,500 – $10,000 annually for equity compensation assistance.

StockOpter.com’s standard functionality provides an easy-to-use platform for tracking clients’ equity compensation holdings and illustrating the values and risks. StockOpter’s unique analytics include equity compensation forfeit value, option leverage, exercise ratios, concentration and goal attainment which are described in this video and infographic. These analytics and after-tax values are included in brandable client reports and in interactive dashboards for modeling what-ifs.  Additionally, StockOpter helps determine stock price targets based on risk for 10b5-1 trading plans and sends email alerts.

The new tax planning capabilities in StockOpter.com are based on Net Worth Strategies’ legacy Excel application, StockOpter/Pro. The new tax and cash flow modeling functionality in StockOpter.com solves the installation, updating and sharing issues inherent in Excel add-in applications. StockOpter.com’s tax planning capabilities include:

  • Determining Alternative Minimum Tax (AMT) liabilities when exercising and holding ISOs shares
  • Modeling multi-year after-tax cash flow strategies using various stock price and reinvestment assumptions
  • Wizards for automatically calculating the number of ISOs that can be exercised tax free up to the AMT limit and how many shares need to be sold to cover the taxes from exercising options or restricted stock vestings
  • Features that facilitate sharing strategy tax calculations with the client’s CPA for review
  • Straight forward output for comparing the results of different strategies

StockOpter.com now allows advisors to provide comprehensive equity compensation management and guidance via a single user interface. Current StockOpter.com users can utilize the new tax planning functionality as needed. Prospective StockOpter users can preview this functionality via the free demo. Contact Bill Dillhoefer for more information about using StockOpter.com to attract and assist equity compensation recipients.

About Net Worth Strategies, Inc.

Incorporated in 1999, Net Worth Strategies specializes in providing equity compensation risk analysis and tax planning tools for financial advisors. Watch the short Overview Video to understand how StockOpter addresses fee compression by enabling advisors to engage and assist stock plan participants to diversify their holdings. Net Worth Strategies clients include the top independent advisory firms and many of the major wealth management institutions. Visit the StockOpter website for detailed product information and free equity compensation planning resources in the StockOpter University.

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