Optio

Take control of your equity compensation with Optio, your comprehensive mobile solution for managing employer-provided stock options, restricted shares, and other equity awards. Get a clear, visual snapshot of your entire equity portfolio in one place. Track your vesting schedules, current holdings, and potential value with our intuitive dashboard. When your employer offers new equity opportunities, quickly submit your purchase intent through the app. Our interactive simulator helps you understand the potential future value of your holdings based on different company valuation scenarios. Review your complete transaction history and access all equity-related documents in one secure location. Stay informed about your equity value and make confident decisions about your financial future, whether you're at your desk or on the go. Optio provides the tools and insights you need to maximize your equity compensation benefits.