What can StockOpter® do for me that my own homemade spreadsheets cannot?
In a nutshell, you get depth, flexibility, and assurance that the answers are right. By their nature, employee stock options are complex – different option types, vesting schedules, grants and taxation rules. Homemade spreadsheets are time-consuming to build and modify and may not even generate the most optimum strategies when complete. Is this the best use of your time? In contrast, StockOpter® will help you accurately develop and model real-time exercise and sell strategies; optimize client asset allocation, after-tax cash flows and net worth goals; generate on-the-spot charts and reports that easily demonstrate end results. The result is peace of mind for you and the client, and the opportunity to foster greater confidence by impressing clients with your planning expertise rather than your technical abilities.
