Press Releases

Financial And Wealth Advisors Impress And Retain Stock Grant Clients With Pro

MSO Pro lets financial advisors and wealth managers flexibly track and model company stock grants for clients, print customized reports, and communicate proactively with clients in a secure online portal.

Brookline, MA, January 22, 2007 -, the premier online resource on stock compensation, has launched a new level of membership expressly for financial planners, wealth advisors, CPAs, and anyone who tracks and models equity grants for others.

" Pro (MSO Pro) gives advisors the power to track and model stock grants for multiple clients with a flexible set of interactive tools," explains Editor-in-Chief Bruce Brumberg. Advisors can also communicate proactively with clients in various ways, including customizable PDF reports and an online portal ( where advisors can let selected clients view their grant records and use basic calculators and modeling tools.

The Flexibility That Advisors Want

MSO Pro was developed with extensive (and continuing) input from financial advisors and CPAs. Using the intuitive and easy-to-use data-entry wizards, MSO Pro Members start by entering their clients' grant information into the myRecords portfolio-tracker. Once they have entered the data, they can switch easily between 5, 10, 25, or more clients when using the dynamic calculators and modeling tools, which let advisors crunch numbers and run projections.

"An intuitive interface in each tool is easy to run yet gives advisors the power to enter many different variables, including stock price, tax rates, and future dates for vesting," notes Mr. Brumberg. Results graphically show a range of useful data, including net gains, exercise costs, and taxes. Advisors can then easily compare net gains at different stock prices and tax rates, and print colorful PDF reports.

In a special tool called Scenarios, available only for MSO Pro Members, advisors can save results from the tools with one click, storing various strategies for later review. They can save the stock price and as-of date that they entered or change them to current values every time they view the scenario. Advisors can even add their own notes to the saved result.

The Proactive Communications That Clients Need

MSO Pro Members can share grant data and tool results with selected clients in a secure special online portal called Either on their own or in collaboration with their advisor, clients can view their holdings and the projections from the calculators and modeling tools.

With the email alert notices from the myAlerts tool, advisors can schedule automatic notifications for themselves and/or their clients to remind them of vesting dates, alert them to target stock values, and warn about upcoming expiration dates. Daily, weekly, or monthly email summaries of stock grants can also be scheduled.

MSO Pro Members can also create sharp-looking PDFs of tool results for communicating with clients. "Advisors have the flexibility to stamp their own identity or their firm's logo on the reports and charts," adds Mr. Brumberg.

Award-Winning Content That Financial Professionals Can Trust

MSO Pro Members have full access to's vast library of continually updated content on stock options, restricted stock/RSUs, stock appreciation rights, employee stock purchase plans, and the full range of related topics in taxation and wealth management. Advisors can stay on top of recent developments in tax and securities law, get quick answers to tough questions from clients, and even check the tax treatment of stock grants in 28 different countries outside the US. A 20-question quiz even offers six credits of continuing education for CFPs.


With award-winning interactive record-keepers, calculators, and modeling tools, exclusive articles, 700+ FAQs, the Tax Center, the Global Tax Guide, and an extensive glossary, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, stock appreciation rights, and employee stock purchase plans. The company is managed by leading experts in equity compensation, with a long history of successful newsletters, books, and training videos devoted to equity pay topics.

PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and

For more information about MSO Pro or in general, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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