Content

RIA Options Strategy
Software

An easy way to work with option strategies that your clients will love. It is no longer difficult to manage portfolios with covered calls, collars or spreads.

Free trial

Create Strategies quickly.

Build and price option strategies faster then ever before using our intuitive and easy to use tools. Share these strategies with your clients to explore outcome-based investment scenarios - all in a user-friendly visual interface. Try for yourself by dragging the sliders below to build a collar strategy.

Execute with your broker

Manage client requests directly on our platform and clearly identify the trades that need to be performed. You can then forward execution orders to your existing broker. Our solution integrates with selected electronic brokers through their API. If you happen to use an account with a supported broker, you can send instruction orders directly from our platform to execute your investment strategy.

Follow-up with beautiful reports

Visualize your portfolio performance with our advanced analytics allowing you to better understand the impact of the options and underlying security on your results.

Keep your clients engaged in the investment process by generating clutter free reports that you can share with them online or in PDF format.

Get your questions answered

What strategies do you support?

Our tools allow you to build any type of protective, leverage or income generating option strategies. Clients typically use our platform to perform covered calls, protective puts, collars and spreads.

Do I trade through your platform?

You continue using your own trading broker. Our platform will identify for you the orders that need to be executed for a particular strategy. We also integrate with selected electronic brokers. If you happen to have your brokerage account with a supported broker, you can place orders on your trading account directly from our platform.

Can my clients access the platform?

Yes, if you decide to give them online access to the account view and strategy builder. Otherwise, you can send your clients PDF reports.

Can I use my own logo?

Yes, we provide a full white-labeling solution so your clients can see your name and logo on the platform.

How long does it take to get started?

It typically takes one introductory call, lasting less than an hour, for our customers to get started with the solution.

Can I try the platform?

Sure. Sign up below and we will offer a no commitment free trial

What does it cost?