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

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