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Use our software tools to build goal-based, custom investments — in seconds.
Increase the chances of reaching investment goal while minimizing amount of risk.
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.
Our tools use your existing execution or brokerage infrastructure.
Software is highly automated through trade life cycle.
Innovative visualisations explain how strategies work in a way that is easier to understand.
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.
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.
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.
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 drawdowns with protective options strategies.
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.
Improve likelihood of diversified equity gains while lowering downside risk.
Target income in a low-interest rate environment.
Focus 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. The platform’s focus on simplicity is key to client adoption.
Every step is covered and automated: marketing, education, pricing, and execution.
Our platform can be integrated into your existing infrastructure and white labeled with your branding.