StockOpter® Insight is the industry’s best tool for attracting and serving executives with equity compensation. This Equity Compensation Portfolio Analysis Software enables financial advisors to propose compelling diversification alternatives by creating a StockOpter® Personal Equity Compensation Profile. This easy-to-create report provides clients with information on which grants, when and why to exercise and sell by quantifying risk and reward. To see for yourself use the Demo Version to run a client case.

Follow these steps to download and install a 30-day (one time only) demo version of StockOpter® Insight:

1. Review the system requirements and version history
2. Complete the form below (Data Privacy Policy) and click the Download button
3. Save the setup file to your computer and then run the setup program
4. Macros Must be Enabled. Doing this varies based on your version of MS Office.
5. Complete installation by selecting Evaluation Version in StockOpter® Insight