Tracking, modeling, and client communications for financial advisors
MSO Pro is our special membership level for financial advisors, wealth managers, CPAs, stock plan managers, and anyone who tracks and models equity grants for others. MSO Pro gives you the power to track and model grants for multiple clients with our award-winning record-keeper and tools, plus special features for proactive client communications and relationship building.
"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
"Stock grants frequently suffer from out of site, out of mind. However, your service reminded me of what was going on and allowed my advisor and me to act appropriately."
Client of Pro Advisor