myClients

myClients is a feature of MSO Pro, our special Premium Membership level for financial planners, wealth advisors, CPAs, 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.

Track and communicate with multiple clients

Switch between clients easily in all our tools and create PDFs with your name, firm, and logo

Send grant alerts to yourself and to your clients

• Maximize your stock compensation gains and prevent mistakes!
• Great content and award-winning tools!

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You need to pay for Pro membership to access this feature. This will give you complete access to our award-winning content and tools on employee stock options, restricted stock/RSUs, SARs, and ESPPs. Who becomes a Premium Member? See our long list of paid subscribers. Are you a financial or wealth advisor? You'll want to learn more about MSO Pro Membership. Username Password Forgotten your user name and password? Click here and we will try to help you find it.
Questions or comments? Email support or call (617) 734-1979.