EXCLUSIVE TRIAL · UP TO 90 DAYS*
ADVISOR CONFERENCE · BOSTON · OCT 28–29 · BOOTH 1818

Turn equity comp
into AUM.

Win and grow equity-comp clients by helping them make better decisions.

Full access for up to 90 days*
No obligation
No payment needed
1,000+
advisors on the platform
$15B+
in assets under advisement

Start your trial of up to 90 days*

HOW ADVISORS GROW AUM WITH GRANTD
01

Streamline equity comp data.

Bring in clients' equity compensation data through recordkeeper APIs and statement uploads.

02

Prospect and convert.

Open new conversations, convert with proposal tools, and get alerts on upcoming vests and sales.

03

Advise with confidence.

Proprietary analytics help determine the optimal action on every grant, vest and sale.