JOIN MSO PRO!
MSO Pro Features
Compare to Premium
Pricing
Up to 5 clients for $359
Up to 10 clients for $595
Up to 25 clients for $895
Special rates for firm-wide licenses and advisor teams.
Screenshots
Client Reporting
Demo
We're ready to give you a personalized tour of MSO Pro right over the web. Just email info@mystockoptions.com or call 617-734-1979 (9am-5pm ET)
Requirements
You can access MSO Pro at any time, wherever you have internet access with a modern web browser.
Security
We utilize industry-recognized security safeguards including SSL encryption to keep your financial data fully protected and secure.
Compare membership levels
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Full access to our content and tools. Track and model stock grants.
Suitable for: Plan participants; HR, compensation, and stock plan professionals; lawyers, CFOs, and financial advisors; anyone who researches stock compensation, wants to stay current, and/or tracks and models grants for one person. |
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Full Premium access, plus the power to track and model grants for multiple clients! Includes special tools for client communications, education, and relationship-building.
Suitable for: Financial planners, wealth advisors, CPAs, stock plan managers; anyone who tracks and models equity grants for others.
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MSO Premium gives access to everything in the Basic version, plus:
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All our exclusive articles by leading experts in financial planning, tax and securities law, and stock-based pay |
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700+ exclusive FAQs on all aspects of equity compensation |
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Full Tax Center with tax basics, withholding rules, filing rules, and annotated Schedule D/W-2 examples |
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Global Tax Guide to taxation of stock-based pay in many countries |
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Full version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights |
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Quick-Take Calculators with dynamic graphing for stock options, restricted stock, and stock appreciation rights |
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I Need The Money Tool, which helps you develop a strategy to determine the stock options or SARs you need to exercise and sell by grant, or shares of restricted stock that need to vest, to reach your cash goal after taxes |
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Comparison Modeling Tool to help you decide what to do with your in-the-money stock options and SARs: exercise now or wait? |
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MSO Pro gives full Premium access, plus:
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