StockOpter Pro Demo Download

Download StockOpter Pro Demo

StockOpter® Pro is the financial services industry’s best tool for equity compensation tax planning. It enables advisors to develop goal-based and tax efficient diversification strategies with immediate action plans.  To demo a "limited" version of StockOpter Pro complete the form below and hit Continue.  Cursor over the HELP icon for additional instructions.  Your information will be kept confidential and not shared.

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NOTE: Downloading and running the StockOpter Pro DEMO setup file is NOT supported using Firefox. Pro requires a PC running Windows 10 and Microsoft Office 365, 2016 or 2013. Office 2011 on the Mac and Windows emulators (e.g. Parallels) are NOT supported and StockOpter Pro cannot be installed on a server or a remotely accessed PC without customization. To run StockOpter Pro in Excel, Macros / content must be enabled. For assistance call 541-383-3899 or email during normal business hours (M-F 8-5pm PT).