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"Great resource and terrific tool. I use it with my senior executive clients. Thanks for helping me look so smart!"
Wayne Carson, SVP,
BNY Mellon Wealth Management |
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With a Premium or MSO 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.
- 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.
- Proactively communicate with your clients and build relationships. MSO Pro's special features include grant alerts and a client portal, myCompanyStock.com.
Stock compensation carries crucial tax, legal, and financial-planning concerns throughout the life of each grant. myStockOptions.com 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.
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"Extraordinary in breadth, depth, and reliability."
John C. Lawson,
VP Executive Comp., AM&M Financial Services |
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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 even earn continuing-education credits by passing our interactive quiz for financial planners.
Your firm can license a customized version of myStockOptions.com 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
Charles Schwab
JPMorganChase
Lehman Brothers
Merrill Lynch
Morgan Stanley
Smith Barney
UBS Financial Services
Wachovia Securities
Citigroup
Ameriprise 
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
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"Your website content is very helpful regarding the nuances of equity compensation planning."
Bob Tankesley,
CPA, CFP, AIFA
Private Wealth Counsel, LLC |
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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.
For more information on licensing and bulk subscriptions at your firm, please contact sales@myStockOptions.com or call (617) 734-1979. You can also individually subscribe by becoming a Premium Member.
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"A boutique firm, we use your site to analyze and anticipate our clients' stock options. Love your website."
Jared Roskelley, CFP, Jackson Financial Advisors |
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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.
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 myStockOptions.com. For details, visit AdvisorSites.com and see the press release that announced our alliance.
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"User-friendly and just plain good."
Financial Advisor,
Merrill Lynch Private Client Group |
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For more information, email sales@myStockOptions.com or call (617) 734-1979.
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