Providing Equity Compensation Guidance & Planning
Equity compensation is one of the largest ignored opportunities for clients to build wealth. But making complex equity grant decisions at the right time takes more than spreadsheets.
The StockOpter by Grantd application helps financial advisors analyze, track and model strategies for client equity award holdings such as employee stock options, restricted stock units (RSUs), performance grants and employee stock purchase plans (ESPPs).
Our platform makes it easy to track vesting schedules, calculate taxes, and deliver timely insights into the value of equity awards. With advanced scenario modeling, proactive alerts and customizable deliverables, it empowers advisors to help their clients make smart, timely and tax-efficient decisions. We help advisors see the full picture, so they can make more informed, proactive recommendations to their clients.
