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.
Facilitate Trading
Simplify global share handling with flexible custody alternatives and easy trading for employees abroad. Fully integrated broker infrastructure for your employees (exercise and share sales, currency exchange services, and payment of proceeds)
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.
Sweden
Supporting warrants and warrant buy-backs.
Italy
Supporting Broad Based Equity plan and Tax Obligations
Denmark
All equity instruments with beneficial Danish tax scheme 7P.
Finland
Supporting book-entry accounts and transfer tax.
Switzerland
Supporting Swiss tax reporting.
Netherlands
Supporting all equity programs.
France
Compliant financial reporting and BSPCE.
US
Supporting 409A Valuation and US GAAP.
Worldwide
Supporting 130+ countries worldwide.
Why Global 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 equity compensation plan 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 provides the perfect mix of local compliance and global reach, ensuring smooth operations for companies with international stakeholders.
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Scalable Solution
Our platform reduces manual work and adapts as your company does. Optio can support your growth ambitions, guiding you through IPO, restructuring, changes in plan types, new plan launches, and corporate actions.
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Customized to Your Needs
Both our platform and our service model are configurable to your needs. Our technology is unencumbered by legacy platforms and years of old code. We therefore offer a more intuitive experience for both your participants and administrators
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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70% Participation
"Optio served as more than a partner—they were an extension of our team during this critical phase. Their expertise lets us focus on IPO priorities while delivering a seamless employee experience."
Worried About Migration Time? No Sweat.
Changing software sounds daunting, but it doesn’t have to be.
We’ve already assisted dozens of clients from other platforms, managing thousands of participants, and transitioning smoothly to our platform.
Once we receive your plan and beneficiary data, we'll handle the rest. Our equity incentives experts, all with Master’s degrees in finance, handle your fast onboarding as dedicated account managers.
