A news release from myStockOptions.com said MSO Pro members can use data-entry wizards to enter their clients’ grant information into the portfolio tracker. Once they have entered the data, they can switch between clients when using the calculators and modeling tools, which let advisers crunch numbers and run projections, according to the company.
Advisers can communicate with clients in various ways, including customizable PDF reports and an online portal (myCompanyStock.com) where advisers can let selected clients view their grant records and use calculators and modeling tools themselves, according to the announcement.
Results graphically show a range of data, including net gains, exercise costs, and taxes. Advisers can then compare net gains at different stock prices and tax rates and print PDF reports, the company said
In a special tool called Scenarios, available only for MSO Pro Members, advisers can save results from the tools, storing various strategies for later review. They can save the stock price and as-of date that they entered or change them to current values every time they view the scenario.
With the e-mail alert notices from the myAlerts tool, advisers can schedule automatic notifications for themselves and/or their clients to remind them of vesting dates, alert them to target stock values, and warn about upcoming expiration dates. Daily, weekly, or monthly e-mail summaries of stock grants can also be scheduled, according to the press release.
MSO Pro Members have access to myStockOptions.com’s library of content on stock options, restricted stock/RSUs, stock appreciation rights, employee stock purchase plans, and related topics in taxation and wealth management. A 20-question quiz offers six credits of continuing education for CFPs, according to the news release.
For questions about myStockOptions.com, contact Bruce Brumberg or Matt Simon at 617-734-1979.