Optio

RATING:

4.5

Overview

About Optio

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...

Optio Pricing

Free trial:

Available

Free version:

Not Available

Optio - Admin portal - Seamlessly manage equity globally with local expertise

Slide 1 of 5

Other Top Recommended Human Resources Software

Rippling

4.9 (3041 reviews)

Recently recommended 172 times

Asure Payroll & Tax Management

4.4 (55 reviews)

Recently recommended 158 times

TimeClock Plus

4.4 (197 reviews)

Recently recommended 121 times

isolved

3.9 (509 reviews)

Recently recommended 90 times

Optio Reviews

Overall Rating

4.5

Ratings Breakdown

(2)

(0)

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Optio

4 Reviews

Write a Review

Ben

Verified reviewer

Publishing, 1 employee

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed June 2023

A mixed bag

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.

Mathias

Information Technology and Services, 11-50 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed June 2023

ReviewCelsia

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..

Lars

Biotechnology, 51-200 employees

Used monthly for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed June 2023

Highly specialized, but not expensive

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.

Richard

Financial Services, 1,001-5,000 employees

Used monthly for less than 6 months

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed August 2023

Excellent IFRS2 offering

PROS

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

CONS

Making it more self-service would be helpful