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What Is Optio?

The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. This includes an administrator portal for effortlessly planning and managing company equity plans, financial reporting ensuring global compliance, shareholder portal making equity compensation easy to understand, and share custody and trading across jurisdictions, making it easy for your company to operate globally.

Who Uses Optio?

Every company offering equity compensation plans for employees.

Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Admin portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Participant portal - Seamlessly manage equity globally with local expertise
Optio Software - Optio - Cap Table Management - Seamlessly manage equity globally with local expertise

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Reviews of Optio

Average score

Overall
4.7
Ease of Use
4.4
Customer Service
4.7
Features
4.4
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
71%
4
29%
Ben
Ben
Owner in UK
Verified LinkedIn User
Publishing, Self Employed
Used the Software for: 6-12 months
Reviewer Source

A mixed bag

5.0 2 years ago

Comments: 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.

Noureen
Total Rewards Manager in US
Oil & Energy, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Optio Feedback

5.0 8 months ago

Comments: 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!

Lars
General Counsel in US
Biotechnology, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Highly specialized, but not expensive

4.0 2 years ago

Comments: 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.

Hugo
Incentives Team in Sweden
Renewables & Environment, 5,001–10,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Optio Experience

5.0 8 months ago

Comments: 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

Lisbeth
Group accounting manager in Sweden
Medical Devices, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Incentive program expense calculation help

5.0 7 months ago

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.

Mathias
Operations Manager in Norway
Information Technology & Services, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

ReviewCelsia

4.0 2 years ago

Comments: 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
Reward Manager in UK
Financial Services Software, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Excellent IFRS2 offering

5.0 last year

Pros:

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

Cons:

Making it more self-service would be helpful