--- title: Optio Incentives Reviews meta\_title: 'Optio Incentives Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 64 reviews by the users' company size, role or industry to find out how Optio Incentives works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 64 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Optio Incentives Reviews & Product Details Visit Website Optio Incentives is a comprehensive equity management platform designed to streamline stock plan administration for companies of all sizes. This innovative solution caters to organizations looking to efficiently manage their equity programs across a global landscape, encompassing 130 countries. By leveraging a combination of advanced technology and expert support, Optio Incentives simplifies the complexities associated with equity management, ensuring that businesses can focus on their core operations while effectively handling their incentive programs. Targeted at businesses ranging from startups to established corporations, Optio Incentives serves a diverse clientele, including over 500 organizations worldwide. The platform is particularly beneficial for companies that require a robust system to manage their equity awards, track employee performance, and generate financial reports that comply with both global standards and local regulations. This makes it an ideal choice for HR professionals, finance teams, and executives who need a reliable solution to navigate the intricacies of equity compensation. Key features of Optio Incentives include clear participant communications, powerful financial reporting capabilities, and flexible global shareholding options. The user-friendly interface allows companies to manage awards effortlessly, ensuring that employees are well-informed about their equity holdings and the performance of their stock plans. Additionally, the platform's reporting tools enable organizations to generate accurate and insightful reports, which can be crucial for decision-making and compliance purposes. What sets Optio Incentives apart is its commitment to being an equity partner for its clients. By combining cutting-edge technology with specialized equity knowledge, the platform supports both local and global businesses, whether they are private or public. This unique approach empowers organizations to build and scale incentive programs that not only meet regulatory requirements but also drive employee engagement and retention. With Optio Incentives, companies can create impactful equity plans that align with their strategic goals and enhance their overall compensation strategies. * * * Product Website Optio Incentives Seller [Optio Incentives](https://www.g2.com/sellers/optio-incentives) Discussions [Optio Incentives Community](https://www.g2.com/products/optio-incentives/discuss) Languages Supported Danish, German, English, Italian, Norwegian, Swedish Solution Type Best-of-Breed Overview by Maria Samuelsen (Head of Marketing at Optio) Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 1 month [ View More Pricing Information ](https://www.g2.com/products/optio-incentives/pricing) ## Optio Incentives Integrations (12) What do users say about integrations? Verified by Optio Incentives [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ADP Workforce Now ](https://www.g2.com/products/adp-workforce-now/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") BambooHR ](https://www.g2.com/products/bamboohr/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Docusign ](https://www.g2.com/products/docusign/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Factorial ](https://www.g2.com/products/factorial/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") HiBob HRIS ](https://www.g2.com/products/hibob-hris/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Oracle Human Resources Analytics ](https://www.g2.com/products/oracle-human-resources-analytics/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Personio ](https://www.g2.com/products/personio/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Remote ](https://www.g2.com/products/remote/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") SAP SuccessFactors HCM ](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sympa ](https://www.g2.com/products/sympa/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") UKG Pro ](https://www.g2.com/products/ukg-pro/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Workday Platform ](https://www.g2.com/products/workday-platform/reviews) Show More ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") IL Verified User in Logistics and Supply Chain Enterprise (\> 1000 emp.) 7/28/2026 "Experts in their field with an excellent platform and customer support" 5/5 What do you like best about Optio Incentives? Optio Incentives simplifies the administration of share-based payment programs and reduces much of the usual complexity. The platform makes share programs easy for users to understand and engage with. The support team is also highly responsive and knowledgeable, and they’re available to talk through options and help develop more complex schemes when needed. In our case, the team was especially helpful in designing and setting up a new, complex scheme that also supports the accounting requirements. Review collected by and hosted on G2.com. What do you dislike about Optio Incentives? I haven't experienced anything negative during the engagement. Review collected by and hosted on G2.com. What problems is Optio Incentives solving and how is that benefiting you? Optio Incentives helped us set up a new, complex scheme, and they also supported us with the accompanying, equally complex accounting requirements. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 1/13/2026 "User-Friendly Platform, highly competent team and excellent support" 5/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? 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. What problems is Optio Incentives solving and how is that benefiting you? Optio has significantly reduced the administrative burden of managing our option program, from granting options to handling exercises and keeping the cap table updated. I would not have been able to manage the process without it. The employee portal is extremely valuable, allowing employees to easily monitor their vesting, track value creation, and view their shareholdings. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") AB Verified User in Biotechnology Small-Business (50 or fewer emp.) 7/28/2026 "Easy Management of Complex Option Scheme Granting" 4.5/5 What do you like best about Optio Incentives? Allows an easy way to manage complex granting structures of option schemes Review collected by and hosted on G2.com. What do you dislike about Optio Incentives? Dashboard is not very intuitive in terms of going into the details, this may have to been done through Excel reports Review collected by and hosted on G2.com. What problems is Optio Incentives solving and how is that benefiting you? Provides a relative easy way of calculating IFRS effects of option schemes Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Svein Arne A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Svein Arne A.") SA Svein Arne A. CFO Mid-Market (51-1000 emp.) 8/3/2026 "Excellent Software Backed by a Professional Service Team" 4.5/5 What do you like best about Optio Incentives? The software itself and the professional service team. Review collected by and hosted on G2.com. What do you dislike about Optio Incentives? All in all its a very good piece of software. Review collected by and hosted on G2.com. What problems is Optio Incentives solving and how is that benefiting you? Gives a complete overview of our options scheme for a large number of employees. Could not have been managed in an excel. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Joakim Hines B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joakim Hines B.") JB Joakim Hines B. CFO Small-Business (50 or fewer emp.) 11/19/2025 "Saved time and effort by automating Share Option management" 4/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? 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 problems is Optio Incentives solving and how is that benefiting you? Saves time with share option exercise windows and leaves us less dependant on single persons in the org. Solved non-Norwegian participant access through Custody bank solution. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Yana S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yana S.") YS Yana S. Finance Operations Specialist Mid-Market (51-1000 emp.) 9/12/2025 "Great User Experience and Fast Implementation with Optio Incentives" 4/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? 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. What problems is Optio Incentives solving and how is that benefiting you? Optio is helping us streamline and centralise our equity management processes. The system offers a modern and user-friendly interface, smooth integrations with DocuSign and our HR system, and extra services helping our Financial Reporting team to simplify month-end reporting and ensure accuracy. Review collected by and hosted on G2.com. Show More Response from Marko Tomas of Optio Incentives [Editedit](https://www.g2.com/survey_responses/optio-incentives-review-11671466/official_response/edit) Thank you for sharing your experience! We’re happy to hear the setup and integrations have been smooth and that you’ve had great support from our team. We truly appreciate the feedback on where we can get even more automated — we’re continuously working to improve 😊 Current UserValidated ReviewerSource: Organic ![Marie Nygård G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marie Nygård G.") MG Marie Nygård G. Small-Business (50 or fewer emp.) 3/26/2026 "Effortless Accounting with Stellar Service" 5/5 What do you like best about Optio Incentives? I like that Optio Incentives is easy to use and allows me to create the necessary reports effortlessly. Additionally, I appreciate their service-minded approach. The initial setup was very easy, which was a big bonus for me. Review collected by and hosted on G2.com. What do you dislike about Optio Incentives? Nothing particular Review collected by and hosted on G2.com. What problems is Optio Incentives solving and how is that benefiting you? I use Optio Incentives for equity incentive programs and accounting, benefiting from its correct handling of accounting tasks. It's easy to use, helps me create necessary reports, and offers a service-minded approach. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Mark S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark S.") MS Mark S. Vice President Talent Management / Learning & Development Enterprise (\> 1000 emp.) 9/24/2025 "Professional, Expert and Agile" 5/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? 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. What problems is Optio Incentives solving and how is that benefiting you? I handle the administration of grants and vests, and our ESPP in the future. Review collected by and hosted on G2.com. Show More Response from Marko Tomas of Optio Incentives [Editedit](https://www.g2.com/survey_responses/optio-incentives-review-11722370/official_response/edit) Thanks so much for the fantastic feedback! We’re really glad to hear that the transition went smoothly and that our team and platform have helped improve your processes. We truly appreciate your trust in us 😊 Current UserValidated ReviewerSource: Organic ![Tobias Drage R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tobias Drage R.") TR Tobias Drage R. CEO & Founder Small-Business (50 or fewer emp.) 9/10/2025 "Intuitive & Productive way to incentive employees" 5/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? Even faster/easier to set up, based on historic shareholder data Review collected by and hosted on G2.com. What problems is Optio Incentives solving and how is that benefiting you? It’s been fantastic to have Optio on board. Getting full clarity on how many shares and options I hold – and having a single source of truth – has made everything so much easier to manage. On top of that, it’s a real advantage to have a partner who can help explain the complexities of equity programs, both through materials and direct support. Review collected by and hosted on G2.com. Show More Response from Marko Tomas of Optio Incentives [Editedit](https://www.g2.com/survey_responses/optio-incentives-review-11658630/official_response/edit) Thank you for the great feedback! We’re so glad to hear that the platform has made things more efficient and motivating for your team. We also appreciate your input on setup speed — we’re always working on making things even smoother! Current UserValidated ReviewerSource: Organic ![Verified User in Civil Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civil Engineering") AC Verified User in Civil Engineering Enterprise (\> 1000 emp.) 9/12/2025 "Client centric team with abilithy to tailor services and exceed expectations" 5/5 What do you like best about Optio Incentives? 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. What do you dislike about Optio Incentives? 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. What problems is Optio Incentives solving and how is that benefiting you? Optio provides us with a shared stock plan for the whole group in five countries . With our partnership with Optio we have increased employee ownership, interest and loyality with our company. Review collected by and hosted on G2.com. Show More Response from Marko Tomas of Optio Incentives [Editedit](https://www.g2.com/survey_responses/optio-incentives-review-11671214/official_response/edit) Thank you so much for the kind words! We’re really happy to hear that the partnership has been valuable and that the platform is making things easier for both admins and employees. It means a lot to us to see such long-term collaboration and shared success 😊 Current UserValidated ReviewerSource: Organic ## Pricing Insights Averages based on real user reviews. ### Time to Implement 1 month ### Return on Investment 2 months ### Average Discount 10% [ View More Pricing Information ](https://www.g2.com/products/optio-incentives/pricing) ##### ##### Optio Incentives Features Platform Basics Reporting Platform Data Visualization Platform Search Dashboard Platform Content File Sharing Platform Additional Functionality Cap Table 409a Public Equity [ View More Features ](https://www.g2.com/products/optio-incentives/features) ## Top-Rated Alternatives [ ![Remote](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Remote") Remote 4.5/5(4,752) ](https://www.g2.com/products/remote/reviews) [ ![Qapita](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Qapita") Qapita 4.6/5(324) ](https://www.g2.com/products/qapita/reviews) [ ![Carta Equity Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ View All Alternatives ](https://www.g2.com/products/optio-incentives/competitors/alternatives) ##### Categories on G2 [Equity Management](https://www.g2.com/categories/equity-management)[Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration) ##### Explore More [Affordable pricing solutions for subscription businesses](https://www.g2.com/discussions/affordable-pricing-solutions-for-subscription-businesses)[Best-in-class data tracking software](https://www.g2.com/discussions/best-in-class-data-tracking-software)[Which is the best performance management solution for a mid-sized IT firm](https://www.g2.com/discussions/which-is-the-best-performance-management-solution-for-a-mid-sized-it-firm) [What are the top Google Workspace academic platforms for improving team operational efficiency and reducing manual administrative work?](https://www.g2.com/discussions/what-are-the-top-google-workspace-academic-platforms-for-improving-team-operational-efficiency-and-reducing-manual-administrative-work)[How does Box AI workflow automation reduce manual work in content-heavy processes?](https://www.g2.com/discussions/how-does-box-ai-workflow-automation-reduce-manual-work-in-content-heavy-processes)[Pros and Cons Details](https://www.g2.com/products/optio-incentives/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)