Seamlessly Manage Equity Globally with Local Expertise
Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance.
TRUSTED BY FINANCE AND HR TEAMS WORLDWIDE
The premier equity compensation solution for European and multi-national companies
Your business is unique, and so are your equity management needs. Our software adapts to your evolving requirements, providing a flexible framework that grows alongside your organization, ensuring long-term relevance and value.
Streamline Equity Management with Admin Portal
Empower Your Employees with Participant Portal
Simplified Financial Reporting
Forecast with Precision and Ensure Audit-Readiness
Facilitate Trading with Ease
Integrate with Your HR software
Enhance Cap Table Management
Enhanced Financial Precision
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Automated equity transaction processes for increased efficiency.
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Single source of truth for accurate financial data and reporting.
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Real-time data access for strategic financial decisions.
Elevate Employee Experience
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Simplified compensation and benefits workflows.
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Transparent equity compensation enhancing employee engagement.
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Ensure accurate data and compliance with HR integrations, streamlining both onboarding and off boarding.
Uphold Legal Integrity
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Unified document and signature management for legal integrity.
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Efficient equity document administration to minimise errors.
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Easy access to transaction data for legal diligence and audits.
We are your local global partner
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Dedicated Customer Success
Domain experts with extensive industry experience to support you. We’re ready to ensure a quick and efficient setup to meet your needs.
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Enterprise-Grade Security
Designed for enterprises right from the onset, ensuring your company's data isn't just secure, but fortified with the highest compliance standards.
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Your 360° Equity Partner
Our platform blends technology with industry experience, providing clear and dependable solutions for equity compensation management.
Local Expertise, Global Reach
Norway
Supporting all equity programs.
Germany
Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.
Denmark
All equity instruments with beneficial Danish tax scheme 7P.
Sweden
Warrants and warrant buy-backs.
Worldwide
Supporting 100+ countries worldwide.
Finland
Book-entry accounts and Transfer Tax.
France
Compliant financial reporting and BSPCE.
US
409A valuation and US GAAP.
Switzerland
Supporting Swiss tax reporting.
Don't take our word for it
Hear directly from our customers. Our largest program
is administering 10,000+ global participants
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"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting".
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"Switching from Excel to Optio has been a game-changer for us—it’s streamlined admin tasks, boosted participant satisfaction with better visibility, plus providing a single source of truth for easier reporting and decision making".
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"With its ease of use, quick implementation, and user-friendly interface, Optio’s system was a natural choice for us to control and report our long-term incentive plan".
Check our blog
You will find articles explaining equity-related matters and updates on new regulations.