This video for financial advisors provides an overview of StockOpter’s equity compensation strategy modeling and tax planning capabilities. This tutorial covers activation and access, the modeling process and navigation and “help” resources.

The StockOpter strategy modeling functionality enables users to:

  • Create detailed diversification strategies
  • Develop multi-year, goal based and tax efficient plans
  • Generate output to compare exercise and sell scenarios
  • Calculate tax details including tax brackets and AMT

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