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StockOpter® Pro is the financial services industry’s best tool for modeling tax and cash flow strategies for equity compensation grants. This Equity Compensation Strategy Modeling Software enables advisors to facilitate client decisions by comparing the tax and cash flow effects of various exercise and sell strategies. Strategies can be optimized for AMT tax efficiency and compared against an alternative investment using industry stock price indices and growth assumptions. To see for yourself use the Demo Version of StockOpter® Pro to run a client case.
Follow these steps to download and install a limited 30-day demo version of StockOpter® Pro (2 strategy sheets only / can’t be reinstalled):
- Review the system
requirements and version history
- Complete the form below (Data
Privacy Policy) and click the Download button
- Save the setup file to your computer and then Run the setup program
- Macros Must be Enabled. Doing this varies based on your version of MS Office
- Follow the installation instructions and be sure that Macros are Enabled (required to run program)
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