Jade provides an integrated, automation‑driven platform that lets independent registered investment advisors design, execute, and monitor options‑based income strategies at scale. The solution offers real‑time risk dashboards, built‑in compliance monitoring, and direct integration with major custodians, enabling advisors to deliver customized covered call, protective put, and collar overlays while maintaining regulatory oversight.
Funding
Funding not disclosed
Founders
Product
Problem
Independent wealth advisors often lack tools to efficiently design, execute, and monitor options-based income strategies, making it difficult to meet growing client demand for yield generation while staying compliant.
Solution
Jade offers an integrated, automation‑driven platform that enables registered investment advisors to create, manage, and execute options overlays such as covered calls, protective puts, and collars at scale. The system provides real‑time dashboards, automated risk controls, and built‑in compliance monitoring, allowing advisors to apply these strategies to both billable and unbillable concentrated positions. Seamless integration with major custodians (Schwab, Fidelity, Pershing) ensures trades are executed within existing workflows, while customizable reporting tools help advisors communicate performance and risk to clients.
Target Audience
Jade is designed for independent registered investment advisors and boutique wealth management firms seeking to add scalable options overlays to their client portfolios.
Features
- Automated strategy generation and opportunity scanning for income‑focused options trades
- Real‑time risk management dashboard with preset limits and alerts
- Built‑in compliance engine that tracks regulatory constraints and audit trails
- Direct integration with leading custodians for seamless order routing and execution
- Client‑level reporting suite that visualizes income, risk metrics, and strategy performance
- Support for a range of option structures including covered calls, protective puts, and collars