Options have gone mainstream driven by market conditions and investor expectations. Advisors today use a wide range of option strategies to meet investment needs.
Common strategies most typically used in client portfolios include income generation, hedging, diversification, position building, locking in profits and speculation.
Co-Pilot Options trading capabilities provide advisors, strategists and trades all of the tools needed to view, analyze and execute a wide range of option strategies.
With Co-Pilot, now advisors can:
Build single-leg and multi-leg option strategies with an in-depth look in the entire book by easing the pain points of middle and back office operations
Trade with any desk and settle trades directly in clients’ custodian accounts, all on the fastest growing trading network available.
Manage option strategies, orders and trades on a single platform, eliminating the need for alternative, manual system
Access sophisticated trading tools:
Optimize middle and back office operations:
Streamline workflows with APIs:
Our Sales team can help you find the right solution.
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