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 […]
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 […]
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 […]
