Our Equity Compensation Guidance software enables financial advisors to assist clients that participate in employer equity programs such as stock options, restricted stock units (RSUs), performance shares and employee stock purchase plans (ESPPs).

StockOpter allows advisors to understand and illustrate the financial impact of these awards for their clients, including the estimated gains or losses based on the company’s stock price and historical volatility. It tracks vesting schedules, expiration dates and cost basis for calculating tax implications. This application also models multi-year exercise and sell strategies that can be optimized for taxes and cash flow. 

The StockOpter platform helps advisors to attract high net worth clients and generate assets under management (AUM) and planning fees.

Client Deliverables

Preview sample StockOpter equity award planning reports: Valuation/Risk Analysis & Tax/Cashflow Strategies.

Free Demo

Checkout the StockOpter equity award guidance application with our sample data.

Account Setup

Setup a StockOpter.com account and start growing your practice by helping clients make informed exercise/sell decisions.

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StockOpter.com now includes multi-year tax and cash flow strategy modeling capabilities!

Printable Brochure & Walk-Thru Video

StockOpter.com is the Best Tool for…

  • Attracting new clients, assets under management and planning fees
  • Quantifying equity award values: Intrinsic, After Tax, Time, Option & Forfeit
  • Illustrating equity award risks: Concentration, Leverage, Insight Ratios & Goal Attainment
  • Running “what-ifs” and creating branded client deliverables
  • Developing a diversification framework for providing company stock and option guidance
  • Monitoring key decision criteria (e.g. Vesting, Expiration, Risk/Reward, Concentration)
  • Modeling multi-year detailed tax (including AMT) and cash flow strategies
  • Tracking 10b5-1 trading plans

Each year companies grant more than $110 billion of equity compensation (employee stock options, restricted shares/units & performance grants) to employees. These high net worth prospects are a huge opportunity for financial advisors to drive revenue by providing professional assistance.

StockOpter.com helps advisors get hired by executives with equity compensation by providing unique insights and a compliant approach for analyzing and tracking these holdings. This system is highly effective at attracting assets under management and new client referrals because it facilitates timely and profitable decisions using customizable reports, what-if dashboards and monitoring alerts.

Unlike most strategic financial planning tools that are complex to learn and slow at generating business, Advisors can produce a StockOpter analysis containing actionable recommendations in less than 10 minutes.

Standard Prices / Terms are Subject to Change with a 30 Day Notice

Standard Account Prices (Effective 5/1/24):

Annual Client Cases: $105-$120 (based on prepaid volume)

  • 4 annual case tokens: $480 ($120/case)
  • 10 annual case tokens: $1,170 ($117/case)
  • 20 annual case tokens $2,300 ($115/case)
  • 30 annual case tokens $3,360 ($112/case)
  • 50 annual case tokens $5,500 ($110/case)
  • 100 annual case tokens $10,700 ($107/case)
  • 250 annual case tokens $26,250 ($105/case)

Click here to open a new account.

Notes:

  • Excludes new account support fee ($199) and
    • additional services fees.
  • Client case tokens are non-refundable.
  • Tokens are used to create/renew clients or add tax planning.
  • Client cases are active for 1 year after creation or renewal.
  • A valuation & risk analysis is required for tax planning.
  • Tax & cash flow functions end upon client expiration.
  • Expired cases aren’t deleted & can be re-activate.
  • Standard accounts utilize click-thru agreement.

Enterprise Accounts

Contact Us regarding Custom Subscriptions. (Effective 5/1/24):

  • Enterprise subscriptions are required for large firms with complex needs.
  • Usage volumes for over 500+ tokens or unlimited usage.
  • Utilize custom single or multi-year StockOpter agreements.
  • Bundle application customization, support and training.
  • Provide additional security measures (e.g. Single Sign On).
  • Include an annual support fee based on enterprise requirements.

StockOpter.com for Advisors is a hosted web application, using ASP.Net and SQL Database. An internet connection is required.

StockOpter.com for Advisors comes with extensive product support. From page help, to input field info, to our support forum and concept & how-to- videos. Still need assistance? Contact our Support Team and we would be happy to help.

Support Hours:

Monday- Friday: 8:00 a.m. to 6:00 p.m. (PT)

Data Privacy Policy

Net Worth Strategies, Inc. pledges that all information collected on our Web sites will be used for internal purposes only. No information will be shared, given, or in any way distributed to any third parties, other than the minimum data needed to complete a credit card purchase.

Terms of Use

To review our click-thru “Hosted Services Agreement”, CLICK HERE

Other

To view other topics regarding our Data & Security Policies, please refer to our Support/FAQs.

“The ideal tool for advising corporate executives or key employees.”