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StockOpter Strategy Modeling Video

POSTED ON June 27, 2023 BY Bill Dillhoefer

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 […]

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StockOpter Dashboard Videos

POSTED ON November 14, 2022 BY Bill Dillhoefer

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 […]

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StockOpter Walk Thru Video

POSTED ON May 31, 2022 BY Bill Dillhoefer

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 participants Efficiently manage client equity compensation holdings Generate and justify AUM or planning fees Help clients make timely […]

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Fidelity Study: Financial Planning Helps Employees Get More Value Out of Their Stock Awards

POSTED ON April 27, 2021 BY Bill Dillhoefer

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 […]

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