Optio

4.7 (7)
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Equity management for private & public companies

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

100%
recommended this app
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7 Reviews for UK Users

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!

Mathias
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

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

ReviewCelsia

Reviewed on 18/06/2023

Great

Great

Pros

Great CS and product in general.

Cons

Some lack of automations in the latest stages, ex Issue of shares. integration with altinn / brønnøysundregisteret etc..

Richard
Overall rating
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

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

Excellent IFRS2 offering

Reviewed on 11/08/2023

Pros

Excellent reporting and accuracy - takes a lot of detail and provides a valuable output

Cons

Making it more self-service would be helpful