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.
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.
The strategy builder is only available on our web version. Please visit us again from your computer to use its full functionality.
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
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.
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.
Yes, if you decide to give them online access to the account view and strategy builder. Otherwise, you can send your clients PDF reports.
Yes, we provide a full white-labeling solution so your clients can see your name and logo on the platform.
It typically takes one introductory call, lasting less than an hour, for our customers to get started with the solution.
Sure. Sign up below and we will offer a no commitment free trial.
We charge a monthly fee based on the number of advisors and active clients. Contact us for a quote.
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Choose technology that works for you. Test drive our software for 14 days free of charge with no commitment.