Sophisticated
solutions that inspire action.

“Our client is moving forward to hire us for wealth management. Without StockOpter this would have not been possible. Thank you for building such a great platform!”

“Two essential functions make StockOpter the ideal tool for advising corporate executives: the “Monitoring” feature adds needed structure … and the opportunity for an exec to see their potential “Forfeit Value” to help them properly value their comp package.”

“Our firm’s corporate exec clients have greatly benefited from StockOpter’s equity compensation tax planning strategies. The program clearly illustrates the taxation of Incentive Stock Options, but it is equally effective for modeling different exercise/sell strategies.”

“As a CPA and CFP, I have used StockOpter for nearly 20 years. Providing comprehensive employee stock option and restricted stock planning with StockOpter has provided our firm a competitive advantage… It is a must-have tool for working with executives!”

“I’ve found great value in using the StockOpter “what-if” dashboards to help create time and price decisions for my clients.”

“Thanks for creating such a great application! I had been looking for something or someone to help me make rational decisions regarding my stock options. StockOpter.com is exactly what I was hoping for.”