Optio Incentives Reviews & Product Details

Optio has made the administration of our incentive programs much easier. The reports are particularly well structured and provide the information we need for our financial reporting, which saves us a lot of time. The support team is also very responsive and always helpful when questions come up. Review collected by and hosted on G2.com.

There is still some degree of manual processing involved in certain reporting workflows. That said, the quality of the output is consistently high, and the reports are well designed and very helpful from a financial reporting perspective. Review collected by and hosted on G2.com.

Optio has streamlined the reporting process for our team, saving us valuable time. The site's interface is incredibly user-friendly and easy to adopt. I particularly appreciate the overview tables generated by each report, they are well presented and simplify data analysis. On top of a great product, their team is extremely responsive and deeply knowledgeable about the platform. Review collected by and hosted on G2.com.

I think there are features of Optio that I have not taken the time to fully explore and understand in what way it could help my role. Review collected by and hosted on G2.com.

We have received excellent support from Optio in managing our various employee groups. In particular, our blue-collar workers found it challenging to use our previous solution, and Optio has made a significant difference by making our program accessible to all employees. Review collected by and hosted on G2.com.

Users have expressed that they would appreciate a more visually intuitive overview of their shareholdings. However, Optio has been very responsive and accommodating in prioritizing this enhancement from a development perspective. Review collected by and hosted on G2.com.

What I appreciate most about Optio Incentives is its performance and the quality of support provided by the team. The platform runs smoothly and allows us to complete our day-to-day tasks efficiently, making it easier to manage our work.

The support from Qi Shi has been particularly valuable. Qi Shi takes the time to understand our questions, explain the details clearly, and guide us through any issues. This professional and helpful approach gives us greater confidence in using the platform and contributes to a positive overall experience. Review collected by and hosted on G2.com.

Nothing of dislike. So far the performance is satisfactory. Review collected by and hosted on G2.com.

I really like Optio Incentives for its ease of use and intuitive UI, which makes managing the cap table simple by allowing me to get granular details or higher-level overviews. The support team is great and the capabilities provide everything I need, especially when it comes to customizing reports. The initial setup was very easy too, and it coordinates well with our HRIS system. Review collected by and hosted on G2.com.

N/A Review collected by and hosted on G2.com.

Excellent support from Qi Shi and her team. I really appreciate the collaboration between our team and the Optio team—it’s been smooth and effective. The platform also runs smoothly, which makes the overall experience even better. Review collected by and hosted on G2.com.

Nothing immediate comes to mind. If it isn’t already available, it would be helpful to have an overview page that brings together all historical stock prices, along with the VWAP price and strike price at the grant, vesting, and exercise dates/periods. Review collected by and hosted on G2.com.

Flexible SW with all the features you need. What is not included can be added as you move along. Staff very fast, helpful and delivers as agreed. Review collected by and hosted on G2.com.

Nothing really, it works as planned and without any disruptions. Review collected by and hosted on G2.com.

An incredibly responsive and friendly team. This was the first scheme Hayley and Dan worked on, but they clearly put a lot of effort into making the launch a success, and we’re really pleased with the outcome. Review collected by and hosted on G2.com.

Nothing immediate comes to mind, perhaps we could have prepared better on the circumstances with our business redundancies the FAQs etc. but this was not something that Optio could have predicted either. Review collected by and hosted on G2.com.

It makes a complex area much easier to understand and manage, with strong visual elements. Our contact persons (Gustas) responsiveness and level of service have been truly outstanding. Review collected by and hosted on G2.com.

Not much, I can't think of anything I dislike. Review collected by and hosted on G2.com.

I find Optio Incentives user friendly. It helps me store contracts and get an overview of grants and vesting. The Optio team is easy to reach, replies fast, and is always very solution oriented. The initial setup was very easy, and I’m quite happy with the solution. Review collected by and hosted on G2.com.

Nothing in particular Review collected by and hosted on G2.com.