AI-Powered Equity Compensation Tools

AUTOMATIONS

Cut the busywork. Keep the insights.

AI document reader

Instantly upload and organize the details of your documents, eliminating hours of manual work and potential spreadsheet errors.

Tablet screen showing a document upload interface with a file named Forests Equity Group Statement.pdf being uploaded.

SmartFeed

Keep track of important events, alerts, and actions with a feed of notifications all prioritized to help you focus where it counts.

What users
are saying

“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!”

KYLE THOMPSON, SVP & WEALTH ADVISOR, SAGEVIEW ADVISORY GROUP

“The real value of StockOpter lies not in its equity award modeling capabilities (strong as they are) or in its capacity to manage data, but in its potential for managing key relationships. First and foremost, StockOpter is a relationship management tool.”

JOHN L. OLSEN, CLU, CHFC, AEP AND FINANCIAL GURU

“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.”

JOHN BARRINGER, CFP®, EXECUTIVE WEALTH PLANNING

“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.”

CHUCK STEEGE, CFP®, CEP, CKA®, PRESIDENT, SFG WEALTH PLANNING SERVICES, INC.

“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!”

LYNN L. CHEN-ZHANG, ZHANG FINANCIAL

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

GEOFF ZIMMERMAN, ZIMMERMAN WEALTH ADVISORY GROUP

“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.”

PIXAR EXECUTIVE

EDUCATION

Confidently manage complex communication.

Ask Grant

Ask any equity grant question and get a clear, accurate answer. From “What’s an ISO?” to “How will this affect my taxes?” Grantd explains it in language you can understand.

Tablet screen displaying Grantd app dashboard greeting user Breely, showing client and holding counts, total holdings value, and a Smart Feed section with no alerts.

Client messaging

Advisors can quickly craft branded messages and reports that make complex concepts simple. Our institutional-quality AI keeps from adding more to their workload.

Tablet screen displaying an Exercise Priority Analysis table listing stock options with columns for cost date, expiry date, quantity, and vesting percentage.

Accessible tools. Making equity grants pay off.

Laptop screen showing a document upload window with a PDF file named Fidelity Equity Comp Statement.pdf ready for upload.

AI document reader

Eliminate manual entry, errors, and delays. Upload a PDF, screenshot, or statement to automatically extract, validate, and organize data.

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Tablet screen displaying stock options dashboard for Maria Gonzalez with details for Alphabet Inc. including grant date, options exercisable, exercise price, forfeited value, and vesting schedule charts.

Equity comp priority score

Protect wealth with the right action. Spot risks like concentration and missed timing opportunities with a simple, intuitive priority score.

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Laptop screen showing GRANTD dashboard with client equity holdings summary, alerts feed, and chatbot offering help with equity compensation questions.

Ask Grant

Instant answers for every question. 24/7 guidance in plain language to help users navigate complex equity compensation scenarios.

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Tablet screen displaying Sarah Tax Model financial overview with five-year average income of $1,025,098, total tax $425,375, and effective tax rate 42%. Detailed tax projections and calculations for 2025 to 2029 are shown, including federal, state, AMT, FICA, self-employment and total tax breakdowns.

Advanced tax planning

Smart moves now can avoid a surprise tax bill later. Proactive scenario modeling, including Alternative Minimum Tax (AMT) considerations.

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Alerts

Take advantage of every crucial moment. Timely, personalized alerts for key milestones, helping users act and avoid costly oversights.

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Laptop screen displaying an Exercise Priority Analysis report with a table showing stock options details including ID, grant and expiry dates, quantity, vesting %, intrinsic and time values, total value, and exercise priority color-coded as high, medium, or low.

Reports

Make every decision with clarity. Clear, client-ready reports that summarize equity plans, progress toward goals, and opportunities like option leverage.

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Laptop screen showing a Create Strategy interface for setting up an equity compensation plan with trade entry details including ID, type, grant date, quantity, and priority score.

Strategy builder

Ditch the spreadsheet. Generate and compare customized equity strategies, factoring in seven dimensions of equity grant planning.

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Tablet screen displaying an AI-powered personalized dashboard for financial insights with client and holding summaries and recent alert notifications.

SmartFeed

Streamline every decision. Tailored insights, updates, and recommendations based on client holdings, tax exposure, and upcoming events.

View demo

AI document reader

Eliminate manual entry, errors, and delays. Upload a PDF, screenshot, or statement to automatically extract, validate, and organize data.

Equity comp priority score

Protect wealth with the right action. Spot risks like concentration and missed timing opportunities with a simple, intuitive priority score.

Ask Grant

Instant answers for every question. 24/7 guidance in plain language to help users navigate complex equity compensation scenarios.

Advanced tax planning

Smart moves now can avoid a surprise tax bill later. Proactive scenario modeling, including Alternative Minimum Tax (AMT) considerations.

Alerts

Take advantage of every crucial moment. Timely, personalized alerts for key milestones, helping users act and avoid costly oversights.

Reports

Make every decision with clarity. Clear, client-ready reports that summarize equity plans, progress toward goals, and opportunities like option leverage.

Strategy builder

Ditch the spreadsheet. Generate and compare customized equity strategies, factoring in seven dimensions of equity grant planning.

SmartFeed

Streamline every decision. Tailored insights, updates, and recommendations based on client holdings, tax exposure, and upcoming events.

View demo

A powerful platform to unlock equity grant wealth.