Optio

4.7 (7)
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Equity management for private & public companies

About Optio

Optio is a cloud-based equity compensation management platform that offers a variety of tools that cover every stage of the equity life cycle, making it easy for users to plan, manage, and understand users equity compensation with ease.

With the administrator portal, users can effortlessly plan and administer equity compensation, keeping track of all active and historical grants such as vested, exercised, and terminated instruments. users can assign active program participants to the correct cost centers and terminate ones leaving their company with ease. Optio also allows users to add new equity plans and award employees effortlessly, as all steps from awards creation to document acceptance are automated and taken care of by us. Creating even the most complex vesting schedule is easy with the vesting simulation functionality, and the agreement acceptance process is fully automated, with all documents stored securely in the portal. All orders (purchase, sale, exercise, etc.) are registered in the portal and monitored in real-time by users.

Valuations and accounting are made easy with Optio's detailed financial reports, ensuring compliance with IFRS 2 and other related standards. The valuation module handles all types of instruments and performs complex valuations (Black-Scholes, Monte Carlo, etc.) on the go, saving users time, costs and resources. Users can reassure auditors that they have complete control of their reporting, with all activities and transactions logged and stored with an entire audit trail to ensure transparency. The Optio expert team is available to provide answers for budgeting, scenario analysis and more through the simulation tools. The solution eliminates the extensive spreadsheets that cause a high risk of manual errors, all data is stored on secure servers with roll-back features.

The employee portal is designed to make equity compensation easy to understand for employees. A glance at the dashboard makes it possible for employees to understand the value of their share-based incentives, regardless of the instrument type (RSU, RSA, Option, and more). Awarded employees can track their vestings, see planned and active windows, and track the history of their events. With access to the portal, employees can easily track the current and past value of their instruments and calculate what they can be worth in the future. The awards visualization makes even the most complex vesting schedule easy to understand, and employees have complete control of all contracts, plan documents and more.

Optio also simplifies share holding and trading across jurisdictions with its share custody and trading feature. If users are offering equity-based incentives to employees located abroad, they may need a nominee in whose name those instruments will be hold. The platform enables exercise, purchase and sales of shares, making it a simple and efficient process, so that users avoid paperwork and manual hassle. As an integrated part of the exercise windows, awarded employees are offered the DNB Cashless product, easing the possibility of exercising options and warrants requiring a strike price to be paid upfront. Users can receive exchange notices based on their customized template, saving them time and ensuring that they are compliant with the stock exchange rules.

Optio's platform offers all the necessary tools for equity management, and it does it in a comprehensive and efficient manner.


Key benefits of Optio

- Visualize and communicate the values of options/shares for the employees
- Efficient process for allocations/purchases/exercises and electronic acceptance of agreements
- "Out-of-the-box" cost reporting in accordance with IFRS-2 with overviews of costs, social security costs and disclosure notes
- Nominee setups/holding shares/trading through several suppliers
- Advising and expertise on all elements within share incentives


Images

Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Cap Table - Seamlessly manage equity globally with local expertise
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Optio video
Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Cap Table - Seamlessly manage equity globally with local expertise

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CHF 50,000.00
year

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Features

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Ease of Use

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Value for Money

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Reviews

Overall rating

4.7 /5
(7)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.4/5
Customer Support
4.7/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 7
Ben
Ben
Overall rating
  • Industry: Publishing
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A mixed bag

Reviewed on 15/06/2023

Although the platform provides a diverse range of rewards, it may not be cost-effective for small...

Although the platform provides a diverse range of rewards, it may not be cost-effective for small businesses, and its performance can be sluggish and unresponsive at times.

Pros

Optio is an excellent platform for businesses looking to incentivize their employees or customers. The platform is user-friendly and offers a wide range of rewards and incentives to choose from. The customer support team is also very helpful.

Cons

While Optio Rewards & Incentives offers a good range of rewards and incentives, the platform can be quite expensive for small businesses. Additionally, the platform can be a bit clunky and slow at times, which can be frustrating.

Hugo
Overall rating
  • Industry: Renewables & Environment
  • Company size: 5,001–10,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Optio Experience

Reviewed on 10/05/2024

Great, the team is supportive and responsive in critical situations, portal is easy to work with,...

Great, the team is supportive and responsive in critical situations, portal is easy to work with, and the lay-out is pleasant to look at!

Pros

Customer service, easy to use, the new portal with great features for participants

Cons

I did not like the lay-out of the old portal

Lars
Overall rating
  • Industry: Biotechnology
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Highly specialized, but not expensive

Reviewed on 12/06/2023

Very good, with low-threshold solutions for industry companies

Very good, with low-threshold solutions for industry companies

Pros

Plug and play. No integration. Service-minded people

Cons

These plans do require a lot of manual work. The people can be even more forward-thinking.

Lisbeth
Overall rating
  • Industry: Medical Devices
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Incentive program expense calculation help

Reviewed on 20/05/2024

Pros

Easy tool, which does all the cost reporting for you, instead of creating tons and tons of Black and Scholes calculations in excel.

Cons

There is nothing so far I do not like with Optio.

Noureen
Overall rating
  • Industry: Oil & Energy
  • Company size: 201–500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Optio Feedback

Reviewed on 14/05/2024

I am satisfied with the service provided by Optio as our stock plan administrator. The platform is...

I am satisfied with the service provided by Optio as our stock plan administrator. The platform is straightforward and user-friendly, making navigation and management of our LTI plan easy. Moreover, the customer service team deserves special mention for their support. They are always available, providing prompt and knowledgeable responses that demonstrate their commitment to customer satisfaction. This holistic, positive experience has made managing company's stock options a stress-free process.

Pros

I've had a fantastic experience using this platform! The system is incredibly user-friendly and intuitive, making it easy to manage company's stock options without any hassle. What stands out the most is their customer service, which is always prompt, helpful, and eager to assist with any questions or issues. Highly recommend for anyone looking for a reliable and efficient stock plan administration.

Cons

While the overall functionality is excellent, the reporting features have room for improvement. More detailed and customizable reports would enhance the ability to analyze and track grants versus vesting more effectively. Enhancing these capabilities would make an already great tool even better!

Showing 5 reviews of 7 Read all reviews

Optio FAQs

Below are some frequently asked questions for Optio.

Optio offers the following pricing plans:

  • Free Trial: Available

Optio has the following typical customers:

51–200, 201–500, 501–1,000, 1,001–5,000

Optio supports the following languages:

Danish, English, German, Norwegian, Swedish

Optio supports the following devices:

We do not have any information about what integrations Optio has

Optio offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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