myClients is a feature of MSO Pro, our special premium membership for financial planners, wealth advisors, CPAs, stock plan managers, and anyone who tracks and models 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. You can choose a membership level to track and model for 5, 10, 25, or more clients.

Upgrading to MSO Pro gives you access to all the features of Premium Membership, plus:

  • Grant tracking and modeling for multiple clients
  • 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.
  • 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
  • 800+ 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 and in aggregate

Switch between clients easily in all our tools

Track and communicate with multiple clients

View asset reporting by client and by ticker

Create and save tool results as "scenarios" you can call again

Send grant alerts to yourself and to your clients

Questions or comments? Email or call 617-734-1979 (9am–5pm ET)

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