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.