MSO Pro Features
Key Features
Compare to Premium
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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MSO Premium MSO Pro

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.

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.

MSO Premium gives access to everything in the Basic version, plus:

All our exclusive articles by experts in financial planning, tax and securities law, and stock-based pay
800+ exclusive FAQs on all aspects of equity compensation
Tax Center on basics, withholding, and filing, with annotated Schedule D/W-2 examples
Self-study courses offering continuing education credits for CFPs, CPWAs, and CEPs
Global Tax Guide to taxation of stock-based pay in many countries
Full version of myRecords, our award-winning stock compensation tracker for stock options, restricted stock, and stock appreciation rights
Quick-Take Calculators with dynamic graphing for stock options, restricted stock, and stock appreciation rights
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
Comparison Modeling Tool to help you decide what to do with your in-the-money stock options and SARs: exercise now or wait?

MSO Pro gives full Premium access, plus:

Grant tracking and modeling for multiple clients. Grants already entered in myStockOptions transfer seamlessly to MSO Pro
The ability to import stock grant data from Excel into myRecords, our award-winning portfolio-tracker for stock options, restricted stock, RSUs, and SARs
Client portal offering flexibility to give selected clients access to a confidential, highly secure site to see their grants and use basic tools
Co-branding of your firm's identity on the client-accessible site, which you can link to from your site
Grant alerts to remind you and your clients of important dates and target values for their grants
Calculator and modeling-tool scenarios that you can save and quickly return to
All of our exclusive articles by leading experts in financial planning, tax and securities law, and stock-based pay
800+ exclusive FAQs on all aspects of equity compensation that you can send to clients with your firm's logo and name
PDF versions of articles, FAQs, and tool results with your firm's name and logo that you can use to enhance client communications
PowerPoint presentations you can show to clients on core features of stock options, restricted stock/RSUs, and ESPPs
Reports about your clients and their stock grants, whether individually, by stock symbol, or over specific periods

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