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.
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.
Long-term growthimproves likelihood of diversified equity gains while lowering downside risk.
Incomerealizes target returns in a low-interest rate environment.
Enhanced returnsfocuses 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»
Intuitive design makes building options-based investments fast and easy.
Every step is covered and automated: marketing, education, pricing, and execution.
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.
You may be able to move from a commission-based model to a fee-based advisory model.
Get in touch if you are interested in our outcome-focused investment platform.