Optio

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.