PRODUCTS FOR PUBLIC COMPANIES

Public Companies

Enhance your equity management with our intuitive, compliance-focused platform. Our solution offers precise control and expert financial insights, delivering a seamless experience for your complex needs.

Our clients

We provide tailored support to help businesses maximize the impact of their equity plans and manage their global operations effectively.
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Employee Portal

Boost transparency with easy access to equity details, streamlined document management, and comprehensive support, helping employees effectively manage their incentives.

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

Streamline equity management with automated tracking of grants, real-time transaction monitoring, and easy creation of complex vesting schedules, ensuring efficiency and control over all equity-related activities.

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Valuation
and accounting

Our financial reporting and valuation services are fully compliant with key financial standards (IFRS/GAAP). Replace your complex spreadsheets with a secure, streamlined system that includes simulation tools for financial forecasting, all backed by our best-in-class support services.

Currency (1) Valuations
Currency (1) Simulations & budgeting
Currency (1) Accounting
Currency (1) Security
Currency (1) Audit trail
Planning (1)

Trading and Share Custody

Simplify international equity management by using nominees for shareholding, streamlining share transactions, and automating compliance with stock exchange disclosures through tailored notices.

Planning (1) Overview
Planning (1) Vesting
Planning (1) Awards status
Planning (1) Documents
Planning (1) New awards
Planning (1) Orders

Local Expertise, Global Reach

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Germany

Automated capital gains tax deductions for German-compliant equity programs, facilitating private accounts for participants.

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Sweden

Warrants and warrant buy-backs.

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Italy

Local nominee structure and tax handling.

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US

409A valuation and US GAAP.

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UK

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

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Finland

Book-entry accounts and Transfer Tax.

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Denmark

All equity instruments with beneficial Danish tax scheme 7P.

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Norway

Supporting all equity programs.

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Switzerland

Supporting Swiss tax reporting.

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France

Compliant financial reporting and BSPCE.

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Worldwide

Supporting 100+ countries worldwide.

Testimonials

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

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    "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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    "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."

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