SAYE in Minutes. Not Months
Create a fully compliant, high-performing SAYE plan that your team can run - or fully outsource - without spreadsheets or stress.
The End of Admin Overload
Built for UK teams. Designed to reduce admin, not create more of it
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Save Hours Every Month
Go from setup to rollout in minutes. No more juggling spreadsheets or chasing payroll.
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Expert Support
From initial setup to plan maturity, you and your participants receive support from seasoned experts with years of experience in SAYE.
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Make It Easy to Say Yes
Employees can quickly see their potential gain, enrol in seconds, and manage it all through a user-friendly online portal.
TRUSTED BY FINANCE AND HR TEAMS WORLDWIDE
Everything You Need to Run SAYE Smoothly
From setup to sign-off, Optio replaces manual work with smart automation. Get your SAYE plan up and running quickly, compliantly, and with confidence.
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Launch Faster
Configure discounts, savings limits, plan length, and headroom calculations with automated logic. Store all your plan-related documents in one place.
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Fewer Payroll Headaches
Monthly payroll files are generated automatically. The platform tracks leavers, payment holidays, and changes, so you don’t have to. Issues are flagged before they become a problem.
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Stay Compliant
Stay aligned with HMRC requirements with audit trail and annual reporting outputs. Integrated checks and data tracking reduce the risk of manual errors.
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Complete Oversight
Give the right people the right access with granular data permissions by entity, location, or department. Admins get a full view of activity and real-time monitoring of enrolments and deductions.
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Empower Employees
Participants get a modern, easy-to-use dashboard that shows how much they’re saving and what their shares could be worth. They can opt in, take a payment holiday, or request their savings in seconds.
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Drive Participation
Boost participation with pre-set email templates and live enrolment tracking. Employees see their plan value clearly, making SAYE feel like a benefit and driving engagement.
Set Up and Configure with Ease
Launch compliant plans in minutes. Whether it’s your first SAYE or your fifth, our setup tools make it easy to get started — no external consultants needed.
Pre-built HMRC-aligned templates
Oversubscription logic with automated proration
Fully customizable: discounts, contribution limits, durations
Upload and store all plan-related documents in one place
Automate the Heavy Admin
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.
Monthly payroll + annual reporting outputs
Full audit history of participant actions and payments
Granular access controls by location, department, or team
Drive Participation and Engagement
Make it easy for employees to understand, join, and benefit. With smart comms and a clear portal, SAYE feels accessible — not confusing.
Live share price view and contract summary
Intuitive employee dashboard with forecasting tool
Email templates and real-time enrollment tracking
Upload and store all plan-related documents, and communications in one place
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.
Live in Four Steps
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1. Set it up
Choose your plan rules in our guided builder
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2. Send invites
Invite all eligible employees with one click.
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3. Accounts sorted
Deposit accounts handled automatically
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4. Run smoothly
Auto-generated payroll files, reconciliations, and alerts keep everything running smoothly
You're in good company
We're proudly serving over 500 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
"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."
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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"