Net Worth Strategies

Empower your organization with a full range of financial capabilities, relevant analytics and reporting, and fully auditable process management.

Excel based stock option strategy modeling software that enables financial advisors to model exercise and sell strategies over a 15 year period and optimize them for tax and cash flow efficiency.  StockOpter Pro is an effective tool for advisors who need to model complex exit strategies or address AMT issues from ISOs.

A web-based Equity Compensation portfolio analysis and tracking platform that enables financial advisors to attract and serve executives by facilitating timely and informed decisions.  With a minimum amount of time and effort, StockOpter.com creates personalized reports, runs “what-ifs” and automatically monitors decision criteria.