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StockOpter by Grantd is the next evolution in equity compensation planning. For over 25 years, StockOpter has helped advisors deliver timely, tax-efficient guidance on company stock and options. Now part of Grantd, we’re combining StockOpter’s proven tools with modern AI to simplify decision-making and enhance long-term outcomes. We’re continuing to support everything you love about StockOpter—while building what’s next.
13/05/2026
There is no universal answer, but there is always a path to clarity for a specific client.
For advisors, managing a client with millions in unvested RSUs or complex ISOs requires more than just a spreadsheet—it requires a dynamic plan that accounts for tax, risk, and behavior.
In this episode of the You’ve Been Grantd Podcast, Brian McDonald and Bernard Tong discuss how the future of employee ownership is being redesigned to give both advisors and employees the "full picture" of their wealth.
Catch the episode here: https://www.grantdequity.com/articles/modern-equity-design-the-future-of-employee-ownership
29/04/2026
Advisors can uncover $750k+ in new AUA from a single equity compensation client… when they have the tools to guide these complex decisions well. Unlock more for your clients and your practice: https://bit.ly/4d4Whxt
28/04/2026
Equity grants contain enormous opportunity, but they are also complex. Grantd helps advisors translate that complexity into clear, strategic guidance. Here’s how: https://bit.ly/3PjUaMr
