Optio 2026: Benefits, Features & Pricing

The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle.

The administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users can track all grants, including those that have been vested, exercised, or terminated. Users can also see who is currently participating in the program, assign them to the correct cost center, and terminate those who are leaving the company. With Optio, users can create new equity plans and award employees quickly and easily, as all the steps from creating the award to accepting the document are automated. They can also easily create complex vesting schedules and store all their documents securely.

The valuation and accounting module helps users stay compliant with detailed financial reports. It performs complex valuations and ensures financial reporting is compliant with IFRS 2 and other standards. It also eliminates the risk of manual errors by storing all data on secure servers.

The employee portal makes it easy for employees to understand the value of their awards and incentives, no matter what type they are. They can see when their awards will vest, t...