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"Your site is a great resource and a 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 the research, planning, delivery, and presentation of high-quality unbiased financial guidance.
- Monitor, track, and model with the value and key dates of your clients' stock 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 has special features, including grant alerts and a client portal called myCompanyStock.com.
- Learn the rules and stay current on equity compensation and related topics in tax law, securities compliance, and financial planning.
 myStockOptions.com is a trusted and constantly updated resource on the entire range of issues in equity compensation. Our educational and tax content, augmented by intuitive number-crunching tools, lets you provide quick, accurate answers to your clients' questions. Developed by industry experts, our site remains independent and unbiased, offering professional excellence without conflicts of interest.
Our content provides you with strategies, insights, and solutions to meet your clients' needs. The content also easily serves as an e-learning course for advisors on stock compensation, with instructive articles, FAQs, and quizzes. You can even earn credits for CFP continuing education by passing our interactive quiz for financial planners.
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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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Your firm can license a customized version of myStockOptions.com or buy bulk Premium Memberships for its advisors.
Many Premium Members are financial advisors, brokers, and wealth managers at major securities companies and independent advisory firms. Below is a selected list. Some of these firms have purchased bulk Premium Memberships at special rates (for a detailed list of firms whose advisors are Premium Members, see Who Subscribes?).
Major Securities/Brokerage Firms
Charles Schwab
JPMorganChase
Lehman Brothers
Lincoln Financial Advisors
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
Meet Client Demands, Save Time, And Look Smart
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"I frequently use myStockOptions.com. It's so user friendly and just plain good."
Financial Advisor,
Merrill Lynch Private Client Group |
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Stock options, ESPPs, restricted stock, SARs, and other forms of equity pay carry tax, legal, and financial-planning concerns throughout the life of a grant. Your clients want you to be current on the latest developments.
Our content and tools are perfect for advisors, whether they are beginners or experts, and whether their clients are rank-and-file employees or senior executives. Our intuitive interface lets you easily navigate the content and bookmark topics of most interest. Our record-keeper and calculators are fast, reliable, and easy to master.
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.
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"I find your site extraordinary in its breadth, depth, and reliability."
John C. Lawson
Vice President-Executive Compensation
AM&M Financial Services, Inc. |
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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.
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.
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"We are a boutique financial-planning firm and use your services to help analyze and anticipate our clients' stock options. I love your website."
Jared Roskelley, CFP, Jackson Financial Advisors |
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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.
For more information, email sales@myStockOptions.com or call (617) 734-1979.
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