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 recipients
  • 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 highlighted. Separate videos (currently under development) will cover advanced functionality including the analytic dashboards, multi-year tax and cash flow modeling and 10b5-1 trading plans.

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