We help you grow investments
efficiently and confidently

Our software platform makes sophisticated investment strategies simple and visual,
letting your clients reach their financial goals with a minimum amount of risk

 

Create custom-tailored investments to better meet client requirements

Personalized investments

Use our software tools to build goal-based, custom investments — in seconds.

Increase the chances of reaching investment goal while minimizing amount of risk.

Powered by options

Our software uses listed options to provide income, protection, or growth.

We offer market independence, the ability to exit at any time, and less credit risk.

Execution

Our tools use your existing execution or brokerage infrastructure.

Software is highly automated through trade life cycle.

Simplicity

Innovative visualisations explain how strategies work in a way that is easier to understand.

Who is it for?

Banks

Use CBOE Vest as an internal tool for advisors and institutional clients.

Users can quickly create and price investments to fit their needs — and with a single click send orders back to your desk for execution.

Brokers

CBOE Vest can seamlessly integrate into your online offerings and can be fully white labeled.

The platform allows your clients to use options to reach their goals while keeping things simple.

Client personalization makes good investment sense while also helping you grow your trading volumes.

Wealth Managers

CBOE Vest gives your clients first class service with fully bespoke investments.

Offer an alternative to clients that could benefit from structured products but balk at the fees or credit risk.

How Our Software Grows
Your Business

  •  

    Attract customers

    New tools and investments offer better risk/reward balance to help you stand out in a crowded market.

  •  

    Keep customers

    Help your customers remain invested during market drawdowns with protective options strategies.

  •  

    Adopt a new revenue model

    With the CBOE Vest platform, you may be able to move positions from a commission-based model to a more stable fee-based advisory model. Contact us for details.

How Target Outcome Investing Works

01

Define client investment goal

02

Recommend investments for that goal

03

Customize the investment to get it just right

01

Define Client Investment Goal

Long-term growth

Improve likelihood of diversified equity gains while lowering downside risk.

Income

Target income in a low-interest rate environment.

Enhanced returns

Focus on upside without resorting to simple leverage.

02

Recommend investments for that goal

«S&P index investment, protected against first 10% losses and capped at 15% gains»

03

Optionally customize the investment to get it just right

«Increase protection to 15% for a safer investment»

A complete software platform for target outcome investing

Customize risk exposure in two clicks

Intuitive design makes building options-based investments fast and easy. The platform’s focus on simplicity is key to client adoption.

Complete sales and support tool

Every step is covered and automated: marketing, education, pricing, and execution.

Integrated

Our platform can be integrated into your existing infrastructure and white labeled with your branding.


Ready to start?

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