Seamlessly Manage Equity Globally with our local expertise
Master equity compensation with our world-class platform. Ensure compliance, save time, and inspire your team for optimal performance.
Our goal is to provide our customers and their employees with the delightful experience and most value for money.
OUR SERVICES
Unlock the potential of your Equity Incentives at scale
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Employee Portal
Easy for your employees to understand the value of their equity incentive program.
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Administrator Portal
Effortlessly plan and administer equity incentives.
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Valuation and accounting
Stay compliant with detailed financial reports.
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Cap table management
Optimize equity management with our cap table software
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Integrate with your HR platforms
Our portal seamlessly integrates with your HR platforms, streamlining the management of your employee data like never before
OUR BENEFITS
Our platform supports all aspects of Equity management
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Maximize program benefits
Increase motivation by getting the most out of our wide range of benefits in incentive programs.
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Increase efficiency
Automate all aspects related to the administration and accounting of the incentive plan.
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Facilitate transactions
Facilitate all transactions and keep track of vested, exercised, and terminated instruments.
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Ensure compliance
Reassure your auditor that you have complete control over your financial reporting.
Local Expertise, Global Reach
Germany
Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.
Sweden
Warrants and warrant buy-backs.
Italy
Local nominee structure and tax handling.
US
409A valuation and US GAAP.
UK
Support for HMRC reporting including the use of EBT and trust solutions.
Finland
Book-entry accounts and Transfer Tax.
Denmark
All equity instruments with beneficial Danish tax scheme 7P.
Norway
Supporting all equity programs.
Switzerland
Supporting Swiss tax reporting.
France
Compliant financial reporting and BSPCE.
Worldwide
Supporting 100+ countries worldwide.
Mats Gerø
CCO at Optio
Christoffer Herheim
CEO at Optio
We created Optio to let people take part in the value creation of the companies that they work for.
WHAT WE STAND FOR
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Trust
Managing equity is a serious business. Therefore you can always count on our professional know-how and help.
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Strong drive
We like ambitious goals and one of them is to always support you in delivering yours.
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Fun
We believe that a positive mindset is a crucial element of every success.