Equity Incentives with Our All-in-One Platform

We make the world of company equity approachable for anyone by combining our financial expertise, user-friendliness, and dedication to provide a first-class customer experience.

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Request a demo to design and manage equity incentives efficiently with Optio
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Participants (1)

Employee Portal

Effortlessly plan and administer equity compensation.

Participants (1) Overview
Participants (1) Vesting
Participants (1) Awards status
Participants (1) Documents
Participants (1) New awards
Participants (1) Orders
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Administrator Portal

Effortlessly plan and administer equity compensation.

hero-icon Overview
hero-icon Vesting
hero-icon Awards status
hero-icon Documents
hero-icon New awards
hero-icon Orders
Currency (1)

Valuation
and accounting

Effortlessly plan and administer equity compensation.

Currency (1) Valuations
Currency (1) Simulations & budgeting
Currency (1) Accounting
Currency (1) Security
Currency (1) Audit trail
Currency (1) DTA report
Currency (1) Remuneration report
Currency (1) 409A valuation
Currency (1) Self-service reports 
Planning (1)

Trading, share warehousing and settlement

Effortlessly plan and administer equity compensation.

Planning (1) Cap table
Planning (1) Vesting
Planning (1) Awards status
Planning (1) Documents
Planning (1) New awards
Planning (1) Orders

Empower your team with equity incentives
today!

Book a meeting with us, and you will learn the secrets of incentivizing your employees with equity in no time.
  • Free demo
  • Easy equity program rollout
  • Worry-free administration and accounting