Grantd gives advisors the tools to turn equity compensation from a confusing, “off-the-books” benefit into a driver of client wealth and scalable growth—without wasting hours building complex spreadsheets or reports.
On average, advisors uncover $750k - $1M in new assets under administration when they help clients manage their equity compensation. Grantd makes this possible by transforming complex grants into clear, actionable strategies.
Get personalized timing & tax answers
Grantd delivers insights on when to exercise, sell, or diversify equity paired with tax-smart recommendations. No more guesswork or spreadsheets; just timely, confidence-inspiring answers you can bring straight to your clients.
Drive referrals from one initial client
Equity-awarded executives and employees often share their advisors with peers. By helping clients navigate equity grants and tax events, you can generate referrals that expand your book of business organically.
AI DOCUMENT READER
Instantly turn PDFs to statements
Gain instant access to client holdings with no tedious manual entry. Upload a PDF, screenshot, or brokerage statement, and Grantd automatically extracts, validates, and organizes the data.
CUSTOMIZED REPORTS
Generate quick, simple, actionable reports.
Create client-ready reports that summarize everything from vesting schedules to progress toward goals. These reports combine a range of metrics, all packaged in a format that’s digestible and actionable for you and your clients.
REPORTS
Generate quick, simple, actionable reports.
Generate client-ready reports that summarize everything from vesting schedules to progress toward goals. These reports combine a range of metrics, all packaged in a format that’s digestible and actionable for you and your clients.
Build your clients’ confidence.
When you guide equity grant decisions, you give clients confidence across every stage of life.
In their life
Support equity grant planning around milestones like home purchases, college funding, or retirement.
In their career
Help clients evaluate their job offers, promotions, or career transitions by factoring in equity grants.
In their wealth
Turn concentrated stock into diversified, long-term wealth without losing sight of tax impacts.
WEBINARS
Actionable insights you can use today.
In our live and recorded webinars, we provide best practices and insights, giving you the confidence to integrate equity compensation planning into your client offering right away.
Make every decision with clarity. Clear, client-ready reports that summarize equity plans, progress toward goals, and opportunities like option leverage.
Grantd’s GrowthHub gives you access to ready-to-use marketing assets, advisor resources, and client-facing materials designed to help you start equity conversations, demonstrate value clearly, and turn equity planning into a scalable growth opportunity.
