# Optio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Optio the right Equity Management solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10002378/Optio/reviews --- Optio 4.7 (7) [View alternatives](https://www.capterra.com/p/10002378/Optio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Optio Ease of use 4.4 Customer Service 4.7 ## Showing most helpful reviews Showing 1-7 of 7 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Ben E. Owner Publishing Used the software for: 6-12 months ### "A mixed bag" June 15, 2023 5.0 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. 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. Review Source NA Noureen A. Total Rewards Manager Oil & Energy Used the software for: 1-2 years ### "Optio Feedback" May 14, 2024 5.0 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. 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! Review Source LJ Lars J. General Counsel Biotechnology Used the software for: 1-2 years ### "Highly specialized, but not expensive" June 12, 2023 4.0 Very good, with low-threshold solutions for industry companies 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. Review Source HE Hugo E. Incentives Team Renewables & Environment Used the software for: 6-12 months ### "Optio Experience" May 10, 2024 5.0 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! 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 Review Source MF Mathias F. Operations Manager Information Technology and Services Used the software for: 6-12 months ### "ReviewCelsia" June 18, 2023 4.0 Great Pros Great CS and product in general. Cons Some lack of automations in the latest stages, ex Issue of shares. integration with altinn / brønnøysundregisteret etc.. Review Source LN Lisbeth N. Group accounting manager Medical Devices Used the software for: 1-2 years ### "Incentive program expense calculation help" May 20, 2024 5.0 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. Review Source RW Richard W. Reward Manager Financial Services Used the software for: Less than 6 months ### "Excellent IFRS2 offering" August 11, 2023 5.0 Pros Excellent reporting and accuracy - takes a lot of detail and provides a valuable output Cons Making it more self-service would be helpful Review Source Similar Products Featured ## Related categories [Equity Management](https://www.capterra.com/equity-management-software/)[Compensation Management](https://www.capterra.com/compensation-management-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.