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  • Net Worth Strategies, Inc. (NWSI) is the industry leader for equity compensation decision support solutions. We have been in business since 1999 and offer StockOpter services for Advisors ,Participants and Companies.

    StockOpter from Net Worth Strategies, Inc. is the industry leader in equity compensation analysis and diversification tools.

    Net Worth Strategies provides web-based (StockOpter.com) and desktop (StockOpter Pro) applications that help Stock Plan Recipients maximize the value of their employee stock options, restricted shares and performance grants by facilitating timely, informed and profitable diversification decisions.

    StockOpter.com and StockOpter Pro enable Financial Advisors to grow their practices by attracting and assisting executives with equity compensation. StockOpter.com is an easy-to-use platform that analyzes and monitors company stock and option portfolios and provides a risk/reward framework for making timely & profitable diversification decisions. StockOpter Pro is an Excel based tool that develops goal-based and tax efficient equity compensation diversification strategies with immediate action plans.

    Plan Sponsoring Companies can also use StockOpter.com to increase the motivation and retention capacity of their stock and option programs by conducting employee education programs that insure participants fully understand, appreciate and get the most out of their grants.

    For more information, visit the StockOpter website or contact Bill Dillhoefer at 541-383-3899 or bdillhoefer@networthstrategies.com.

    StockOpter.com for Advisors is The Best Tool for…

    • Attracting new clients and assets under management
    • Identifying equity compensation risk
    • Creating branded equity compensation analysis deliverables
    • Developing a framework for providing company stock and option guidance
    • Timing employee stock option exercise /sell decisions
    • Monitoring key decision criteria (e.g. Vesting, Expiration, Risk/Reward, Concentration)
    • Calculating concentration risk and leverage impact
    • Advising clients what they forfeit by leaving the company

    Each year companies grant more than $110 billion of equity compensation (employee stock options, restricted shares/units & performance grants) to employees. These high net worth prospects are a huge opportunity for financial advisors to drive revenue by providing professional assistance.

    StockOpter.com helps advisors get hired by executives with equity compensation by providing unique insights and a compliant approach for analyzing and tracking these holdings. This system is highly effective at attracting assets under management and new client referrals because it facilitates timely and profitable decisions using customizable reports, what-if dashboards and monitoring alerts.

    Unlike most strategic financial planning tools that are complex to learn and slow at generating business, Advisors can produce a StockOpter analysis containing actionable recommendations in less than 10 minutes.

    Prices and Terms Subject to Change with a 30 Day Notice

    Standard Account Terms (Effective 4/1/18):

    1 Year Participant Case: $77-$95 (based on prepaid volume)

    • 4 annual case tokens: $380 ($95/Each)
    • 10 annual case tokens: $920 ($92/Each)
    • 20 annual case tokens $1,800 ($90/Each)
    • 30 annual case tokens $2,610 ($87/Each)
    • 50 annual case tokens $4,250 ($85/Each)
    • 100 annual case tokens $8,200 ($82/Each)
    • 250 annual case tokens $20,000 ($80/Each)
    • 500 annual case tokens $38,500 ($77/Each)

    Click here to open a new account.

    StockOpter.com for Advisors Sample Reports

    Client Deliverables

    Preview a sample of the output created by StockOpter.com.

    VIEW

    Demo StockOpter.com for Advisors

    Free Demo

    Checkout the functionality of StockOpter.com using our sample data.

    DEMO

    Purchase StockOpter.com

    Account Setup

    Setup a StockOpter.com account and start growing your practice.

    SUBSCRIBE

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