Where
know-how
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We make the world of company equity approachable for anyone by combining our financial expertise, user-friendliness, and dedication to provide a first-class customer experience.
Awards status
Take track of all awarded employees and the value of their awards effortlessly.
You can see active program participants, assign them to correct cost centers, and terminate ones leaving your company.
New awards
Awarding employees can quickly become a complicated process.
With Optio, you can add new equity plans and award employees effortless since all the steps from awards creation to the document's acceptance are automated and taken care of by us.
Vesting
Creating even the most complex vesting schedule can be easy with our vesting simulation functionality.
We can also calculate for you the estimated Fair Value of awards upfront so you can see the total cost of the awards.
Documents
Create unique documents for all your awarded employees in no time. The agreement acceptance process is fully automated, and all your documents are stored securely in our portal.
Employees see their agreements, and you, as the employer, have complete control of all contracts, plan documents, and more.
Orders
All orders (purchase, sale, exercise, etc.) are registered in our portal and monitored in real-time by you.
A simple and efficient process, so you avoid paperwork and manual hassle.
Accounting
With our state-of-the-art reporting solution, we ensure that your financial reporting is compliant with IFRS 2 as well as other related standards.
Our team of experts is available and happy to assist with any financial reporting questions that you may want to discuss.
Audit trail
Share-based payments concern compensation, taxes, dilution, and much more.
Reassure your auditor that you have complete control of your reporting. All activities and transactions are logged and stored with an entire audit trail to ensure transparency with the Optio solution.
Simulations & budgeting
Do you wonder how your incentive programs will impact future financial costs and what the potential employee gain will be?
With the help of the Optio expert team, you will get the answers you need for budgeting, scenario analysis, and more through our simulation tools.
Security
We eliminate the extensive spreadsheets that cause a high risk of manual errors. All data is stored on secure servers with the Optio solution, roll-back features, etc.
Events
Awarded employees can track their vestings, see planned and active windows, and track the history of their events.
Portfolio details
With access to our portal, your employees can easily track the current and past value of their instruments and calculate what they can be worth in the future.
Easy vesting
Our awards visualization makes even the most complex vesting schedule easy to understand.
Document
Employees see their accepted agreements, and have complete control of all contracts, plan documents, and more.
Support
Employees will find the answers to the most common questions within the portal, and if they still need assistance, our highly competent support team is only a chat or email away.
Based on your T&C and agreements, we can build a custom and extensive FAQ for your participants.
Share holding
If you are offering equity-based incentives to employees located abroad, you may need a nominee in whose name those instruments will be hold.
Trading
Our platform enables exercise, purchase and sales of shares.
It is a simple and efficient process, so you avoid paperwork and manual hassle.
Excercises without liquidy
As an integrated part of the exercise windows, awarded employees are offered* the DNB Cashless product, easing the possibility of exercising options and warrants requiring a strike price to be paid upfront.
*Conditional on company and partner approval.
Exchange notices
Some events connected to your incentive programs may require you to disclose the information to the applicable Stock Exchange.
Receive exchange notices based on your customized template, saving you time and ensuring that you are compliant with the stock exchange rules.
