ECM-Optimizer®

ECM-Optimizer® is the right tool for providing professional advice about risk/reward to your high-net worth clients holding ESOs and other forms of equity compensation.

ECM-Optimizer® is the right tool for providing professional advice about risk/reward to your high-net worth clients holding ESOs and other forms of equity compensation. ECM-Optimizer® is the perfect web-based tool for advising executives with equity compensation grants and employees seeking to optimize their holdings by minimizing tax liability and risk associated with changes in the underlying asset’s value (ie., stock price changes).

For ECM-Optimizer® Home Edition for grantees, click here.

Companies continue to provide equity compensation to their employees and each year the total is well over $100 billion. These grants include employee stock options (ESOs), restricted shares of stock, and other incentive grants.

ECM-Optimizer® provides investment and wealth advisors with a one-of-a-kind tool for building and retaining high net worth clients to generated income from providing professional guidance to such clients.

ECM-Optimizer® for Investment and Wealth Advisors offers the following advantages…

  • Offering unique hedging scenario analysis features
  • Modeling equity compensation risk and reward
  • Creating equity compensation analysis and reports for client
  • Providing an analysis framework company stock and option risk/reward metrics
  • Determining the timing of employee stock option exercise /sell decisions vs. hedge decisions
  • Monitoring vesting, expiration, risk/reward criteria
  • Calculating forfeiture value with different volatility assumptions
  • Assessing forfeiture value from early exercise or termination of employment

OurECM-Optimizer®provides advisors with powerful a analytical tool that is web-based offering the ability to generate reports containing valuable  metrics for tracking holdings of ESOs and other forms of equity compensation.

Our ECM-Optimizer® web-based application will help you grow your assets under management (AUM) by allowing you to customize your reports for new and existing clients and timely manner so that optimal decisions can be made.

OurECM-Optimizer® includes  what-if scenarios and can be configured to provide alerts regarding important deadlines and other parameter values.

OurECM-Optimizer® requires no special knowledge of programming or derivatives to be able produce valuable reports for your clients within minutes of setting parameter values (e.g., tax rates, stock price, time to expiration of grants, etc.).

OurECM-Optimizer® comes with free training webinars, support and educational resources for advisors who purchase a license.

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