--- description: Review of Optio Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Optio | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Optio](/software/415360/optio) # Optio Canonical: https://www.softwareadvice.ie/software/415360/optio Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/415360/optio?page=2) > The Optio platform offers all the necessary tools for all stages of the equity compensation life cycle. The administrator portal is a tool that helps users easily plan and manage equity compensation for their employees. Users can track all grants, including those that have been vested, exercised, or terminated. Users can also see who is currently participating in the program, assign them to the correct cost center, and terminate those who are leaving the company. With Optio, users can create new equity plans and award employees quickly and easily, as all the steps from creating the award to accepting the document are automated. They can also easily create complex vesting schedules and store all their documents securely. The valuation and accounting module helps users stay compliant with detailed financial reports. It performs complex valuations and ensures financial reporting is compliant with IFRS 2 and other standards. It also eliminates the risk of manual errors by storing all data on secure servers. The employee portal makes it easy for employees to understand the value of their awards and incentives, no matter what type they are. They can see when their awards will vest, track their history, and even calculate what their awards could be worth in the future. Plus, we make even the most complex schedules easy to understand. The share custody and trading feature makes it simple for employees to hold and trade shares, even if they're located in different countries. The platform makes it easy to exercise, purchase, and sell shares, and we even have a special product that helps employees exercise their options without having to pay upfront. The solution also sends exchange notices to help users stay compliant with all the rules. > > Verdict: Rated **4.7/5** by 7 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 7 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Optio Incentives ## Commercial Context - **Pricing model**: (Free Trial) - **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: Danish, English, German, Norwegian, Swedish - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Benchmarking - Cap Table Management - Client Portal - Compensation Plan Modeling - Compliance Management - Compliance Tracking - Customisable Reports - Customisable Templates - Data Import/Export - Document Management - Document Storage - Employee Database - Employee Management - Employee Onboarding - Employee Portal ## Integrations (1 total) - Personio ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software) ## Related Categories - [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software) - [Compensation Management Software](https://www.softwareadvice.ie/directory/428/compensation-management/software) - [Equity Management Software](https://www.softwareadvice.ie/directory/4683/equity-management/software) ## Alternatives 1. [Certent Equity Management](https://www.softwareadvice.ie/software/411099/certent-equity-management) — 4.6/5 (85 reviews) 2. [Vestd](https://www.softwareadvice.ie/software/250354/vestd) — 4.9/5 (97 reviews) 3. [SeedLegals](https://www.softwareadvice.ie/software/346294/seedlegals) — 4.9/5 (83 reviews) 4. [Capboard](https://www.softwareadvice.ie/software/346638/capboard) — 4.7/5 (10 reviews) 5. [Corporify](https://www.softwareadvice.ie/software/195883/corporify) — 4.6/5 (29 reviews) ## Reviews ### "A mixed bag" — 5.0/5 > **Ben** | *15 June 2023* | Publishing | Recommendation rating: 10.0/10 > > **Pros**: Optio is an excellent platform for businesses looking to incentivize their employees or customers. The platform is user-friendly and offers a wide range of rewards and incentives to choose from. The customer support team is also very helpful. > > **Cons**: While Optio Rewards \& Incentives offers a good range of rewards and incentives, the platform can be quite expensive for small businesses. Additionally, the platform can be a bit clunky and slow at times, which can be frustrating. > > Although the platform provides a diverse range of rewards, it may not be cost-effective for small businesses, and its performance can be sluggish and unresponsive at times. ----- ### "Optio Feedback" — 5.0/5 > **Noureen** | *14 May 2024* | Oil & Energy | Recommendation rating: 8.0/10 > > **Pros**: I've had a fantastic experience using this platform\! The system is incredibly user-friendly and intuitive, making it easy to manage company's stock options without any hassle. What stands out the most is their customer service, which is always prompt, helpful, and eager to assist with any questions or issues. Highly recommend for anyone looking for a reliable and efficient stock plan administration. > > **Cons**: While the overall functionality is excellent, the reporting features have room for improvement. More detailed and customizable reports would enhance the ability to analyze and track grants versus vesting more effectively. Enhancing these capabilities would make an already great tool even better\! > > I am satisfied with the service provided by Optio as our stock plan administrator. The platform is straightforward and user-friendly, making navigation and management of our LTI plan easy. Moreover, the customer service team deserves special mention for their support. They are always available, providing prompt and knowledgeable responses that demonstrate their commitment to customer satisfaction. This holistic, positive experience has made managing company's stock options a stress-free process. ----- ### "Highly specialized, but not expensive" — 4.0/5 > **Lars** | *12 June 2023* | Biotechnology | Recommendation rating: 8.0/10 > > **Pros**: Plug and play. No integration. Service-minded people > > **Cons**: These plans do require a lot of manual work. The people can be even more forward-thinking. > > Very good, with low-threshold solutions for industry companies ----- ### "Optio Experience" — 5.0/5 > **Hugo** | *10 May 2024* | Renewables & Environment | Recommendation rating: 9.0/10 > > **Pros**: Customer service, easy to use, the new portal with great features for participants > > **Cons**: I did not like the lay-out of the old portal > > Great, the team is supportive and responsive in critical situations, portal is easy to work with, and the lay-out is pleasant to look at\! ----- ### "Incentive program expense calculation help" — 5.0/5 > **Lisbeth** | *20 May 2024* | Medical Devices | Recommendation rating: 8.0/10 > > **Pros**: Easy tool, which does all the cost reporting for you, instead of creating tons and tons of Black and Scholes calculations in excel. > > **Cons**: There is nothing so far I do not like with Optio. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/415360/optio?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/415360/optio) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data