Optio Incentives Reviews & Product Details

We began using Optio in 2020 to manage our incentive program, and the implementation process went smoothly. The Optio team provided strong support every step of the way. We greatly value how user-friendly the platform is, and the customer success team stands out for their excellence. They are always responsive, take responsibility, and consistently find solutions to our needs. Additionally, the team serves as a valuable sparring partner when we discuss different incentive models. Overall, the platform has made administration much easier for us. Review collected by and hosted on G2.com.

While there may not be anything especially outstanding, I appreciate that the team consistently finds a solution whenever we require one. Review collected by and hosted on G2.com.

It is a great way to automate share option calcs and simulations and makes what can be a complex scheme accessible for all share option holders. They also are pretty much plug-and-play and the setup is easy and can be refined over time. Our contact person is very available and helpful and has a good response time. Review collected by and hosted on G2.com.

The calcs are more 'black box' and it is harder to control check the exact calculations so you just need to trust the process. Parts of the value prop is connected to external providers, so you do need to understand how everything is connected. Review collected by and hosted on G2.com.

What stands out most about Optio is the exceptional customer support we have received throughout the entire process. From the initial implementation to ongoing usage, the Optio team has been consistently responsive, knowledgeable, and proactive. Their support made it possible for us to implement the system in just a month, guided by a well-structured plan that kept everything on track. The integrations with our HR system and DocuSign were also straightforward to set up and have been running smoothly since go-live. We have now been using Optio for a few months and have already processed several grants. The combination of excellent customer support, smooth integrations, and a user-friendly experience has made our adoption of Optio a very positive one. Review collected by and hosted on G2.com.

One limitation we have noticed is that the system is not yet as automated as we would like. Some features we would find useful are not yet available, which occasionally requires more manual effort. That said, the Optio team is very receptive to feedback and clearly committed to improving the platform. Their proactive approach gives us confidence that the system will continue to evolve in the right direction. Review collected by and hosted on G2.com.

We started working with Optio in 2022, and they assisted us in transitioning from our previous vendor just before a vesting event. They managed the process expertly, enhancing our procedures and streamlining the administration of our programs. Additionally, they supported us in developing new programs, offering valuable expertise and advice not only on the process itself but also on current trends in the market. We have also found them to be very flexible and open to making changes in the portal to improve the user experience for both employees and administrators. Review collected by and hosted on G2.com.

I haven't experienced anything negative so far. I only wish we had switched to Optio earlier. Review collected by and hosted on G2.com.

A really great overview of the employee stocks and a useful tool to motivate everyone to reach the same goals! Has made administration a lot more efficient, and we can genuinely see the effect of the incentives on the whole team. Review collected by and hosted on G2.com.

Even faster/easier to set up, based on historic shareholder data Review collected by and hosted on G2.com.

Optio was able to transform our equity plans with new portals, precise information and create a good journey for our employees. We needed a remake and new energy around our share program and Optio took part in this from beginning to end. We are very happy about the team, the quality of the service and development with new features. Request from employees on technincal sides have declined significantly and underline the ease of use and service level. Review collected by and hosted on G2.com.

We have been client and partner of Optio from the Optio's establishment. We have seen how the company develops according to our and other clients' needs and do not have anything we would like to address that Optio is not capable of delivering on. Review collected by and hosted on G2.com.

The platform is configurable enough to fit our plan design and local requirements. What stands out is the Client Success team’s commitment to customer satisfaction, they are responsive, pragmatic, and take ownership of issues, always aiming to find the best solution. Continuous process improvements have also made administration smoother over time. Review collected by and hosted on G2.com.

Some processes and documentation are still maturing, which can require extra clarification on complex scenarios. However, the team’s proactive approach and willingness to resolve issues quickly help mitigate this. Review collected by and hosted on G2.com.

They create the best values for both equity / option owners as well as for shaeholders Review collected by and hosted on G2.com.

Don't see any downsides that I am aware of - after 6-8 years of collaboration. Review collected by and hosted on G2.com.

Optio Incentives makes my option grant crystal clear. The dashboard shows exactly what’s vested, what’s upcoming, and what it all means in plain language. I love the clean timeline view for vesting, the easy-to-download statements, and the way documents (grant letters, plan rules) are neatly organized in one place. Review collected by and hosted on G2.com.

Sometimes I wish optio could manage all my option plans, not just the one from my current company. Review collected by and hosted on G2.com.

I have used Optio across my three latest companies to manage all equity based incentives from share option at start-ups to RSUs at a listed corporate. The software is easy to easy, adaptable and creates an understandable framework for communicating the value of the incentive to the employee Review collected by and hosted on G2.com.

Have not really experienced any downsides so far Review collected by and hosted on G2.com.