TRUSTED BY FINANCE AND HR TEAMS WORLDWIDE
The End of Admin Overload
Built for UK teams. Designed to reduce admin, not create more of it.
-
Save Hours Every Month
Go from setup to rollout in minutes. No more juggling spreadsheets or chasing payroll.
-
Expert Support
From initial setup to plan maturity, you and your participants receive support from seasoned experts with years of experience in SAYE.
-
Make It Easy to Say Yes
Employees can quickly see their potential gain, enroll in seconds, and manage it all through a user-friendly online portal.
Set Up and Configure with Ease
Create compliant plans in minutes. Whether it’s your first SAYE or your fifth, our setup tools make it easy to get started.
Pre-built HMRC-aligned templates
Headroom and calculations with automated logic
Fully customizable: discounts, contribution limits, durations
Upload and store all plan-related documents in one place
Automate the Fiddly Stuff
Let the system do the repetitive work. From enrollment and payroll to handling leavers, Optio handles the details, so you don’t have to.
One-click enrollment invites
Auto-generated payroll deduction files
Built-in payment holiday and leaver tracking
Automated reconciliation with instant error alerts
Stay Compliant and In Control
Built-in HMRC logic and a complete audit trail help you avoid costly mistakes and stay on the right side of reporting requirements.
Automated bonus rate management
Monthly payroll and annual reporting outputs
Full audit history of participant actions and payments
Granular data access controls by location, department, or team
Drive Engagement and Participation
Make it easy for employees to understand, join, and benefit. With smart comms and a crystal-clear portal, SAYE feels accessible — not confusing.
Live share price view and plan progress summary
Intuitive participant dashboard with forecasting tool
Email templates and real-time enrollment trackingLive in Four Steps
-
1. Set it up
Choose your plan parameters in our step-by-step builder
-
2. Send invites
Invite all eligible employees with one click
-
3. Accounts sorted
Savings accounts handled automatically
-
.png)
4. Run smoothly
Auto-generated payroll files, reconciliations and alerts keep everything running smoothly
Global Reach, Local Expertise
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.
UK
Supporting SAYE plan and HMRC reporting including the use of EBT and trust solutions.
Italy
Supporting Broad Based Equity plan and Tax Obligations
Finland
Supporting book-entry accounts and transfer tax.
Denmark
All equity instruments with beneficial Danish tax scheme 7P.
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.
You're in good company
We're proudly serving over 500 clients with shareholders in more than 130 countries
-
Streamlined Operations
"Optio has streamlined our operations by reducing manual work and errors, and enhancing stakeholder communication with dashboards and detailed reporting."
-
Reliable Partner
"They’ve provided automated and scalable solutions as our needs have evolved and have proven themselves to be reliable and invaluable thought partners as well."
-
Global Empowerment
"They were with us every step of the way – ensuring that the historic awards were correctly loaded on the portal and supporting us with ongoing grant and vesting events"