Press Releases Services For Advisors Celebrated By Financial-Planning Award From CPA Wealth Provider Magazine

For its membership level MSO Pro, has been honored among "firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area."

Brookline, MA, January 31, 2008 - CPA Wealth Provider, a magazine published by SourceMedia, has honored with one of its annual awards for excellence in the area of financial planning. The award specifically honors Pro (MSO Pro), the membership level for financial advisors, wealth planners, CPAs, and other professionals with clients who have stock compensation.

From over 60 nominations, the chief editors of the magazines Accounting Today, CPA Wealth Provider, and Practical Accountant (all published by SourceMedia) chose among 20 winners: "those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area."

This award follows numerous accolades has received since its inception in 2000. Past honors include praise from the influential magazine PC World, which ranked among the 50 "most useful sites ever" that "deliver top-notch information, support, and services." The magazine Human Resource Executive placed in its list of the top 10 human-resource products. In The CPA Journal, was the "website of the month" for October 2007. The Journal of Accountancy has repeatedly ranked among its "smart stops on the Web."

Award-Winning Tools: MSO Pro

Developed by with extensive ongoing input from professional advisors, MSO Pro is the level of membership expressly for financial planners, wealth advisors, CPAs, and anyone who tracks and models equity grants for others.

"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 stock grant alerts, customizable PDF reports and articles, and an online client portal (

The Flexibility That Advisors Want

Using 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 And Share

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. They can send PDFs of this content to clients with their name and firm's logo on it. Advisors can stay on top of recent developments in tax and securities law, get quick answers to tough questions from clients, and check the tax treatment of stock grants in many countries. A 20-question quiz even offers six credits of continuing education for CFPs.


With exclusive articles, 740 FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." 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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