This 8-minute video for financial advisors provides a walk thru of the platform for helping clients get the most out of their company stock and option positions. StockOpter enables advisors to:

  • Attract and engage stock plan participants
  • Efficiently manage client equity compensation holdings
  • Generate and justify AUM or planning fees
  • Help clients make timely and informed diversification decisions

The major features and functions of StockOpter are explained in this video. Two additional tutorial videos are available to help users with the following functionality:

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