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MSO Pro Features
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Up to 10 clients for $595
Up to 25 clients for $895
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MSO Pro Feature List
MSO Pro gives you access to all the features of Premium Membership, plus:
I find the grant alerts from my advisor very helpful. My financial planner and I use them to decide when to exercise my options."
Client of advisor who uses MSO Pro
- Grant tracking and modeling for multiple clients
- Seamless transfer into MSO Pro of grants you have already entered in myStockOptions.com
- The flexibility and convenience of importing grant data from, or exporting it to, Microsoft Excel
- Client portal where your clients have special access to a confidential, highly secure site to see their grants online
- Co-branding of your firm's identity in the client-accessible site
- Grant alerts reminding you of important dates and target values for each of your clients, plus the flexibility to send alerts to selected clients
- The ability to create and save scenarios for you and your clients from any of the calculations you run in our tools
- All our exclusive articles by leading experts in financial planning, tax and securities law, and stock-based pay
- 700+ FAQs on all aspects of equity compensation
- PDF versions of articles, FAQs, and all tool results that you can send your clients, all co-branded with your name and firm
- Reports on your clients, individually, by company/ticker symbol, and in aggregate