My experience with Optio Incentives has been very positive. The Client Success team has consistently stood out with their responsiveness and genuine partnership mindset. Whenever we had questions or needed clarification, they were quick to step in with both practical support and thoughtful advisory input, which made us feel like more than just a client — it felt like a true collaboration. Review collected by and hosted on G2.com.

One area I think could be improved is around best practices. At times we had to reach out to get details that might have been easier if shared upfront. That said, whenever we did ask, the team handled it quickly and helpfully. Review collected by and hosted on G2.com.

Professional and responsive customer support team to help to clarify and understand the process. They also shared the norms in administrating options which help me as I have no experience. They helped to create a test account for me to familarise myself before I guide my users. System is user friendly. Review collected by and hosted on G2.com.

Nothing much, believe the experience will get better the more time I spend on it. Review collected by and hosted on G2.com.

I love how it's self-serve, that I get notifications, which makes me confident I will not miss out on an opportunity. Best of all is the calculator to keep me hopeful! Review collected by and hosted on G2.com.

I am missing a basic export function for when I need to model more complex scenarios in a spreadsheet. Review collected by and hosted on G2.com.

We have been customers to Optio Incentives for many years now. What we appreciate is their professional and personal support, and the simplifying of a process that could appear as complicated. Review collected by and hosted on G2.com.

Nothing special I can come up with now.. Review collected by and hosted on G2.com.

Customer service is excellent, I love that I can do my IFRS 2 valuation in the system instead of externally with a consultant which saves money and time. Review collected by and hosted on G2.com.

Optio is still growing and find that some of their processes are a bit manual still, although all the manual features are being worked on for us which again speaks about the great commitment to customer service Review collected by and hosted on G2.com.

What I like most about Optio is how intuitive and user-friendly the platform is. It makes processes simple and efficient, while their customer support is always quick, clear, and helpful in communication. Review collected by and hosted on G2.com.

There is really not much to dislike. The platform works smoothly, and whenever support is needed, the response is fast and solution-oriented. Review collected by and hosted on G2.com.

I appreciate how centralized everything is. All Contracts, vesting schedules, and option grants are all stored and accessible within the portal. Everyone involved in the process is also very helpful with any questions that come up are is willing to set aside time to assist in anything we need. Review collected by and hosted on G2.com.

Uploading files can be a bit of a hassle since the system only allows one document at a time. That said, once we fully transition to handling contracts directly through Optio, this won't be an issue. Review collected by and hosted on G2.com.

Excellent service — they truly understand the incentives driving growth. The team gave us full control of our option program, with personal support and clear guidance on allocations. Highly recommended. Review collected by and hosted on G2.com.

There is really nothing that I dislike about Optio, we have always got the help needed. Review collected by and hosted on G2.com.

Direct contact with a real person who is knowledgeable, responsive and helpful/resourceful on matters of regular administration on the platform that works Review collected by and hosted on G2.com.

I have no complaints about Optio—its people, platform, and service have all met or exceeded my expectations. Review collected by and hosted on G2.com.

Their solution is very easy to use, and their customer support team proactively follow up every reporting period. Implementation was also a breeze. Customer support team is very accessible and quick to respond. Review collected by and hosted on G2.com.

We do not have any issues or dislikes so far. Review collected by and hosted on G2.com.