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Optio
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.
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Optio
Reviews of Optio
A mixed bag
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.
Optio Feedback
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!
Highly specialized, but not expensive
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.
Optio Experience
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
Incentive program expense calculation help
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.
ReviewCelsia
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..
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