Cross-Sector / Enterprise Fintech › Accounting & ERP › Equity Plan & Stock Administration

Optio Incentives

Equity compensation software for listed and IPO-ready companies, covering plan administration, reporting and share trading.

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Overview

Optio Incentives provides software for running employee share, option and incentive plans at public and pre-IPO companies. An administrator portal handles grants, exercises and purchases with document and signature workflows, a participant portal shows employees their holdings, and reporting tools support share-based payment accounting, forecasting and audit preparation. The company also runs a dedicated offering for private equity firms that manage equity programs across their portfolios.

The Oslo company pairs its platform with share plan expertise, and supports share custody, trading and settlement for employees in multiple jurisdictions, along with UK Sharesave plans. Its share plan platform is also offered white-labeled through a stock exchange's registry and investor services subsidiary.

Key Features

  • + Share plan administration
  • + Participant portal
  • + Share-based payment reporting
  • + Employee share custody and trading
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