--- description: Learn how Optio can help your business. GetApp provides users in South Africa with the most detailed information on software tools, prices and features. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Optio Reviews, Prices & Ratings | GetApp South Africa 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Optio](/software/2064690/optio-1) # Optio Canonical: https://www.getapp.za.com/software/2064690/optio-1 Page: 1 / 2\ Next: [Next page](https://www.getapp.za.com/software/2064690/optio-1?page=2) > Optio's platform simplifies equity management throughout the entire process, from start to finish. It includes a user-friendly administrator portal, compliance tools, a portal for shareholders, and share custody capabilities. With Optio, managing equity is made easy and understandable > > Verdict: Rated **4.7/5** by 7 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Optio \- Visualize and communicate the values of options/shares for the employees - Efficient process for allocations/purchases/exercises and electronic acceptance of agreements - "Out-of-the-box" cost reporting in accordance with IFRS-2 with overviews of costs, social security costs and disclosure notes - Nominee setups/holding shares/trading through several suppliers - Advising and expertise on all elements within share incentives ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 7 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Optio Incentives ## Commercial Context - **Pricing model**: (Free Trial) - **Target Audience**: 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: Danish, English, German, Norwegian, Swedish - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Benchmarking - Cap Table Management - Client Portal - Compensation Plan Modeling - Compliance Management - Compliance Tracking - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Employee Database - Employee Management - Employee Onboarding - Employee Portal ## Integrations (1 total) - Personio ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Investment Management Software](https://www.getapp.za.com/directory/17/investment-portfolio-management/software) ## Related Categories - [Investment Management Software](https://www.getapp.za.com/directory/17/investment-portfolio-management/software) - [Equity Management Software](https://www.getapp.za.com/directory/1783/equity-management/software) - [Compensation Management Software](https://www.getapp.za.com/directory/733/compensation-management/software) ## Alternatives 1. [Certent Equity Management](https://www.getapp.za.com/software/107231/certent-equity-management) — 4.6/5 (85 reviews) 2. [SeedLegals](https://www.getapp.za.com/software/2062471/seedlegals) — 4.9/5 (83 reviews) 3. [Vestd](https://www.getapp.za.com/software/2069206/vestd) — 4.9/5 (97 reviews) 4. [WOWS Equity](https://www.getapp.za.com/software/2067274/wows-cap-table) — 4.8/5 (88 reviews) 5. [Eqvista](https://www.getapp.za.com/software/139643/eqvista) — 4.9/5 (30 reviews) ## Reviews ### "A mixed bag" — 5.0/5 > **Ben** | *15 June 2023* | Publishing | Recommendation rating: 10.0/10 > > **Pros**: Optio is an excellent platform for businesses looking to incentivize their employees or customers. The platform is user-friendly and offers a wide range of rewards and incentives to choose from. The customer support team is also very helpful. > > **Cons**: While Optio Rewards \& Incentives offers a good range of rewards and incentives, the platform can be quite expensive for small businesses. Additionally, the platform can be a bit clunky and slow at times, which can be frustrating. > > Although the platform provides a diverse range of rewards, it may not be cost-effective for small businesses, and its performance can be sluggish and unresponsive at times. ----- ### "Optio Feedback" — 5.0/5 > **Noureen** | *14 May 2024* | Oil & Energy | Recommendation rating: 8.0/10 > > **Pros**: I've had a fantastic experience using this platform\! The system is incredibly user-friendly and intuitive, making it easy to manage company's stock options without any hassle. What stands out the most is their customer service, which is always prompt, helpful, and eager to assist with any questions or issues. Highly recommend for anyone looking for a reliable and efficient stock plan administration. > > **Cons**: While the overall functionality is excellent, the reporting features have room for improvement. More detailed and customizable reports would enhance the ability to analyze and track grants versus vesting more effectively. Enhancing these capabilities would make an already great tool even better\! > > I am satisfied with the service provided by Optio as our stock plan administrator. The platform is straightforward and user-friendly, making navigation and management of our LTI plan easy. Moreover, the customer service team deserves special mention for their support. They are always available, providing prompt and knowledgeable responses that demonstrate their commitment to customer satisfaction. This holistic, positive experience has made managing company's stock options a stress-free process. ----- ### "Highly specialized, but not expensive" — 4.0/5 > **Lars** | *12 June 2023* | Biotechnology | Recommendation rating: 8.0/10 > > **Pros**: Plug and play. No integration. Service-minded people > > **Cons**: These plans do require a lot of manual work. The people can be even more forward-thinking. > > Very good, with low-threshold solutions for industry companies ----- ### "Optio Experience" — 5.0/5 > **Hugo** | *10 May 2024* | Renewables & Environment | Recommendation rating: 9.0/10 > > **Pros**: Customer service, easy to use, the new portal with great features for participants > > **Cons**: I did not like the lay-out of the old portal > > Great, the team is supportive and responsive in critical situations, portal is easy to work with, and the lay-out is pleasant to look at\! ----- ### "Incentive program expense calculation help" — 5.0/5 > **Lisbeth** | *20 May 2024* | Medical Devices | Recommendation rating: 8.0/10 > > **Pros**: Easy tool, which does all the cost reporting for you, instead of creating tons and tons of Black and Scholes calculations in excel. > > **Cons**: There is nothing so far I do not like with Optio. ----- Page: 1 / 2\ Next: [Next page](https://www.getapp.za.com/software/2064690/optio-1?page=2) ## Links - [View on GetApp](https://www.getapp.za.com/software/2064690/optio-1) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data