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 […]
Tag: equity awards
StockOpter Dashboard Videos
Two Dashboard Tutorials Video #1 provides a brief overview of the StockOpter valuation and risk analysis Dashboards. It includes information on access, navigation, structure and features. *Click the full screen icon in the lower right corner of each player for a larger view. Video #2 dives into each individual Dashboard to help users to […]
StockOpter Walk Thru Video
This 8-minute video for financial advisors provides a walk thru of the StockOpter.com 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 […]
Fidelity Study: Financial Planning Helps Employees Get More Value Out of Their Stock Awards
According to newly released research from Fidelity Investments, the top four reasons employers should want their employees to include their company stock in their overall financial planning are: 1) They are twice as likely to take proactive steps to manage their stock awards, such as accepting awards, exercising options or selling shares; 2) they are twice […]