Build your clients’ confidence.
When you guide equity grant decisions, you give clients confidence across every stage of life.
Grantd gives advisors the tools to turn equity compensation from a confusing, “off-the-books” benefit into a driver of client wealth and scalable growth—without wasting hours building complex spreadsheets or reports.
Turn equity grants into opportunity.
AI DOCUMENT READER
Instantly turn PDFs into portfolios.
Gain instant access to client holdings with no tedious manual entry. Upload a PDF, screenshot, or brokerage statement, and Grantd automatically extracts, validates, and organizes the data.
Discover more features
Build your clients’ confidence.
When you guide equity grant decisions, you give clients confidence across every stage of life.
In their life
Support equity grant planning around milestones like home purchases, college funding, or retirement.
In their career
Help clients evaluate their job offers, promotions, or career transitions by factoring in equity grants.
In their wealth
Turn concentrated stock into diversified, long-term wealth without losing sight of tax impacts.
REPORTS
Generate quick, simple, actionable reports.
Generate client-ready reports that summarize everything from vesting schedules to progress toward goals. These reports combine a range of metrics, all packaged in a format that’s digestible and actionable for you and your clients.
Discover more features.png)
