TRUSTED BY FINANCE AND HR TEAMS WORLDWIDE
Streamline Administration
Take control of your equity incentive plans with our intuitive Admin Portal. Automate award processes from creation to document acceptance, and track everything with clear graphs and widgets. Enjoy a single source of truth for all equity compensation documents and information.
Empower Participants
Boost employee participation and engagement with our easy-to-use Employee Portal. Participants gain clear insights into their equity plan benefits, fostering a culture of ownership and aligning employee interests with company success.
Ensure Compliance
Meet all financial reporting requirements with ease. Stay compliant with IFRS 2, US GAAP, and other global standards, significantly reducing the risk of errors and the stress of equity plan accounting.
Get Accurate Valuations
Instruments valuations using Black & Scholes, Monte Carlo, or other methods for accurate and timely reporting. No need for extra third-party services.
Facilitate Trading
Simplify global share handling with flexible custody alternatives and easy trading for employees abroad. Benefit from a streamlined, paperless system that automates share exercises, purchases, and sales, eliminating manual work across borders.
Manage your equity plans across Europe and worldwide
Norway
Supporting all equity programs.
Germany
Supporting VSOPs. 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
Supporting warrants and warrant buy-backs.
UK
Support for HMRC reporting, including the use of EBT and trust solutions.
Finland
Supporting book-entry accounts and transfer tax.
Netherlands
Supporting all equity programs.
Italy
Supporting Broad Based Equity plan and Tax Obligations
Switzerland
Supporting Swiss tax reporting.
France
Compliant financial reporting and BSPCE.
US
Supporting 409A Valuation and US GAAP.
Worldwide
Supporting 130+ countries worldwide.
Why European companies choose us?
Think of us as a hybrid of savvy SaaS tech and expert advisory. Our comprehensive solutions are designed to boost the impact of your equity plans, whether they’re local, regional, or global.
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Dedicated Customer Success
Get your ESOP up and running in weeks, not months, with fast setup and expert support. We want you to spend as little time on administration task as possible.
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Global Reach, Local Expertise
Based in Europe, Optio Incentives provides the perfect mix of local compliance and global reach, ensuring smooth operations for companies with international stakeholders.
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Truly Independent Solution
Independent and unbiased, Optio Incentives prioritizes your needs over banking interests. Avoid high fees for asset holding and costly FX charges. Get clear, cost-effective solutions without bank conflicts.
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Customized to Your Needs
Our modular software adjusts to meet your specific needs. Add custom features without changing your whole system. Make changes easily as your business grows.
Integrate with your HR platforms
Streamline HR workflows and boost efficiency with our industry-leading integration that eliminates manual data entry, freeing your team to focus on strategic initiatives and enhancing data accuracy.
You're in good company
We're proudly serving over 300 clients with shareholders in more than 130 countries
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Streamlined Operations
"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting."
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Reliable Partner
"Optio has been a pragmatic and solution-oriented partner in managing our share programs, including during our IPO, guiding us effectively through various compensation issues."
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IPO Success with Optio
"We needed a partner who could take ownership of the entire equity compensation process [..]. Optio's expertise lets us focus on IPO priorities while delivering a seamless employee experience."