Sophisticated investment strategies are simple and visual using our platform, allowing your clients to better meet their financial goals.
Build custom outcome-based investments in seconds and increase the chances of reaching your client goals while minimizing market risk.
Innovative visualizations explain how strategies work in a way that is easy to understand.
Send execution orders to your existing broker using established straight-through processing.
Powered by options
We use exchange-traded options to provide income, protection, or growth. This offers market independence, increased liquidity and reduced credit risk.
- Use our platform internally for advisors and institutional clients.
- Clients can quickly create and investments to fit their needs - and with a single click send orders to your execution desk.
- Seamlessly integrate our product with your online offerings, helping you grow your trading volumes.
- The platform allows your clients to use options to reach their goals while keeping things simple.
- Give your clients first class service with fully bespoke investment offerings.
- Offer an alternative to clients that could benefit from structured products but balk at the fees or credit risk.
How target outcome investing works
- Long-term growth improves likelihood of diversified equity gains while lowering downside risk.
- Income realizes target returns in a low-interest rate environment.
- Enhanced returns focuses on upside without resorting to simple leverage.
«S&P index investment, protected against first 10% losses and capped at 15% gains»
«Increase protection to 15% for a safer investment»
Complete solution for your business
Intuitive design makes building options-based investments fast and easy.
Sales and support tools
Every step is covered and automated: marketing, education, pricing, and execution.
Open Banking API
Our platform can be white labeled and integrated into your existing financial infrastructure.
New tools and investments offer better risk/reward balance to help you stand out in a crowded market.
Help your customers remain invested during market draw-downs with protective options strategies.
New revenue model
You may be able to move from a commission-based model to a fee-based advisory model.
Ready to start?
Get in touch if you are interested in our outcome-focused investment platform.