Tax Center / Global Tax Guide / Glossary / Discussion / Newsletters / About Us
Register Log In
About Us
Products & Services
User Information
Company Information
Financial Advisors & Wealth Managers


   Print this page

Back to previous page

"Great resource and terrific tools. I use them with my senior executive clients. Thanks for helping me look so smart!"
Wayne Carson, SVP,
BNY Mellon Wealth Management

With a Premium or Pro Membership:

  • Simplify and speed your research and presentation for clients.

  • Learn and comply with tax and securities laws, explained clearly with links to actual rules published by the IRS, the US Treasury, and the SEC. We offer engaging content by leading experts, plus self-study courses for CFP continuing education credit.

  • Monitor, track, and model with the value and key dates of clients' options, restricted stock, RSUs, and SARs. MSO Pro has special features for handling multiple clients.

  • Attract clients and professional referrals with a profile in AdvisorFind from This benefit is free with your first term of Premium or Pro membership.

  • Proactively communicate with your clients and build relationships. MSO Pro's special features include grant alerts and a client portal,

Stock compensation carries crucial tax, legal, and financial-planning concerns throughout the life of each grant. is an independent resource on the entire range of topics in equity compensation. Our always up-to-date content gives you strategies, insights, and solutions to help you serve your clients better than your competitors do. Our intuitive record-keeper and calculators, whether used for simple or for complex financial planning, are fast, reliable, and easy to master.

"A whole host of useful articles, FAQs, and tools."
Sue Stevens,

Developed by industry experts, our site offers unbiased professional excellence, without conflicts of interest. The content also easily serves as an e-learning course for advisors on stock compensation, with instructive articles, FAQs, and quizzes. CFPs can earn up to 20 continuing-education credits by taking our courses of study and passing the exams.

Your firm can license a customized version of or buy bulk subscriptions to Premium or Pro Memberships for advisors. Many clients are major securities companies and independent advisory firms. Below is a selected list (for a complete list, see Who Subscribes?).

Major Securities/Brokerage Firms

Below are some of the firms with financial advisors who are Premium or Pro members (for a complete list, see our page showing who subscribes to Premium/Pro Membership).

Charles Schwab & Co.
Merrill Lynch
Morgan Stanley
Smith Barney
UBS Financial Services
Wells Fargo

Independent Financial Advisory/Wealth Management Firms

Condor Capital
New England Divorce Solutions
Trinity Financial Advisors
Summit Financial Strategies
CapTrust Financial Advisors
Thomas & Assoc. Financial Advisors
Sagemark Consulting
Lydian Wealth Management

Show Clients You Have
The Best Knowledge For The Job

Your firm's license or bulk subscription proves its commitment to the training and education that hone the sharpest financial advisors. We can help you meet client demands, increasing your productivity and giving your firm a competitive advantage.

"A boutique firm, we use your site to analyze and anticipate our clients' stock options. Love your website."
Jared Roskelley, CFP, Jackson Financial Advisors

For more information on licensing and bulk subscriptions at your firm, please contact or call (617) 734-1979. You can also individually subscribe by becoming a Premium Member.

Attract New Clients & Referrals With AdvisorMatch

AdvisorFind from is an innovative resource for advisors seeking clients with stock compensation and referrals from other professionals. Through dynamic, flexible advisor listings, AdvisorFind connects the stock plan participants who visit every day with the financial, tax, and legal advisors who have the expertise they need. Three profile levels cater to differing budgets: Basic, Enhanced, and Elite. Present your credentials and experience, explain your approach, link to your own website, and even upload a headshot.

The directory also offers a helpful channel for professionals who need to refer existing clients to other professionals in specific areas of advice. Thus advisors listing in AdvisorFind are seen not only by potential clients but by other advisors who may send clients their way. Many different types of advisors participate in this specialized directory, including lawyers, CPAs, accountants, financial planners, wealth managers, and compensation consultants.

This benefit is free with your first term of Premium or Pro membership. In a special deal for advisors, new and current Premium or Pro Members of can have a profile at the Basic level of listing for free until their next membership renewal or expiration.

Licensing Our Content And Tools
For Your Public Websites And Newsletters

In addition to licensing our site for your internal use, we license our content and tools to financial institutions to help them attract and retain clients and drive traffic to their public and high-net-worth websites. Leading wealth management and securities firms license our content for their websites, newsletters, and other client materials to demonstrate their expertise and provide valued educational materials for their clients. For more information, see our page on licensing content and tools.

"Your website content is very helpful regarding the nuances of equity compensation planning."
Bob Tankesley,
Private Wealth Counsel, LLC

Independent financial advisors who are serious about attracting stock option clients can create their own personal finance portal for their clients and prospects with a private label version of For details, visit and see the press release that announced our alliance.

For more information, email or call (617) 734-1979.