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

StockOpter.com Printable Brochure

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

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 4/1/22):

Annual Client Cases: $95-$110 (based on prepaid volume)

  • 4 annual case tokens: $440 ($110/case)
  • 10 annual case tokens: $1,070 ($107/case)
  • 20 annual case tokens $2,100 ($105/case)
  • 30 annual case tokens $3,060 ($102/case)
  • 50 annual case tokens $5,000 ($100/case)
  • 100 annual case tokens $9,700 ($97/case)
  • 250 annual case tokens $23,750 ($95/case)

Click here to open a new account.

Notes:

  • Excludes account setup & 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 High Volume Accounts.

  • 500 annual client cases $46,000 ($92/case & $90 over 500)
  • 1,000 annual client cases $87,000 ($87/case & $85 over 1,000)
  • 2,000 annual client cases $164,000 ($82/case & $80 over 2k)

Notes:

  • Annual client cases are forfeited if not used during the subscription period
  • Cases are used to create/renew clients or add tax planning
  • Cases are active for 1 year after creation or renewal
  • Expired cases aren’t deleted & can be re-activated
  • Enterprise accounts utilize custom agreements

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 “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.”