Product
Optio
Enterprise Resource PlanningEquity Management
Equity management software with local expertise and global reach
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Optio
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About the Optio
Optio offers an all-in-one platform enabling businesses to efficiently manage equity incentive programs, valuations, and financial reporting worldwide, ensuring global compliance with IFRS 2 and other standards. It simplifies equity transactions (allocation, purchase, exercise), automates document acceptance, maintains audit trails, and supports multi-country equity plans including nominee holdings and trading facilitation. The employee portal provides transparency and easy access to equity and vesting details. Financial reporting, scenario analysis, and cap table management are integrated with HR workflows, supporting seamless global operations while ensuring legal compliance. Optio is SOC 1 & 2 certified and GDPR compliant with a focus on customer success globally