MSO Pro Features
Key Features
Compare to Premium
Annual 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.
View Clients' Grants
Receive Grant Alerts
Easily Add Clients
Create & Save Scenarios
Track Clients' Gains
Model Multiple Outcomes
Client Reporting
Special Client Portal
Reports for Clients
Grant Alerts For Clients
Articles/FAQs For Clients
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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 wants to track and model 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.

screenshots of pro features

"The site is outstanding. We've been able to position ourselves as possessing expertise in the stock comp space. I like the ability to add our logo to client reports in MSO Pro. I find the financial-planning content very useful."
Bryan M. Totri, CFP
Director of Financial Planning
St. John & Associates, Inc.

"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!"
Major wealth-management firm

"Stock grants often suffer from out of sight, 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 Member

Join Today!
Please sign me up for Pro Membership for one year. Includes full Premium Membership, plus special tracking, modeling, and communications with:

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. Upgrades to Pro from Premium Membership get a pro-rated credit.

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