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

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The leading equity compensation solution for European IPO-ready and publicly listed companies.

From IPO-ready to publicly listed, our equity management platform supports your business at every stage of its growth journey. With a scalable and adaptable framework, we ensure your equity plans stay relevant, compliant, and valuable as your company evolves.

Streamline Equity Management with Admin Portal

Navigate grants, exercises, and purchases with our intuitive Admin Portal. It's designed to cut through the complexity, automating key tasks and offering a single source of truth for documents, signatures, and data.

Empower Your Employees with Participant Portal

Provide your employees with clear, understandable insights into their equity. This transparency not only boosts morale but also aligns employee interests with your company's success, fostering a culture of ownership and engagement.

Simplified Financial Reporting

Ensure your reporting meets IFRS 2 standard with our Best-in-Class solution, reducing the risk of non-compliance and the stress associated with financial reporting.

Forecast with Precision and Ensure Audit-Readiness

Leverage our simulation and budgeting tools for accurate financial forecasting, enabling strategic resource allocation and informed decision-making. Our software simplifies compliance with audit-ready financial reporting, enhancing transparency and trust among stakeholders.

Facilitate Trading with Ease

Make the equity transaction process effortless for your stakeholders. We facilitate secure share custody for employees across different regions, ensuring your equity-based incentives comply with international standards. Our platform enables the exercise, purchase, and sale of shares without the need for paperwork or manual tasks, making it effortless for everyone involved.

Integrate with Your HR software

Our industry-leading HR integration helps streamline your HR workflows and boosts efficiency by eliminating the need for manual data entry. This not only frees your HR team to focus on strategic initiatives but also enhance accuracy in data management.

Enhance Cap Table Management

Provide a detailed overview of your company's equity structure, including share classes and shareholder compositions. Empower you to track equity history and handle diverse transaction types. Ensure your cap table up to date and oversee all equity-related activities with accuracy.

Finance Human Resources Legal

Enhanced Financial Precision

Automated equity transaction processes for increased efficiency.
Single source of truth for accurate financial data and reporting.
Real-time data access for strategic financial decisions.

Elevate Employee Experience

Simplified compensation and benefits workflows.
Transparent equity compensation enhancing employee engagement.
Ensure accurate data and compliance with HR integrations, streamlining both onboarding and off boarding.

Uphold Legal Integrity

Unified document and signature management for legal integrity.
Efficient equity document administration to minimise errors.
Easy access to transaction data for legal diligence and audits.

We are your local global partner

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.
SOC 1 & SOC 2 Certified

Independently audited to ensure data integrity and confidentiality. Fully compliant with GDPR to protect personal data. Learn more about our commitment to security in our trust portal.
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.

France

Compliant financial reporting and BSPCE.

US

409A valuation and US GAAP.

Switzerland

Supporting Swiss tax reporting.

Finland

Book-entry accounts and Transfer Tax.

UK

Support for HMRC reporting including the use of EBT and trust solutions.

Don't take our word for it

Hear directly from our customers. Our largest program
is administering 10,000+ global participants

"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting".
"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".
"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".