PLASMA is a SaaS platform that lets wealth portfolio managers research, build, and manage rule‑based options overlay strategies for managed accounts. It automates option selection optimization, systematic trade generation, and real‑time monitoring, enabling advisors to scale customized income, risk, and growth objectives across any client size.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth portfolio managers face a combinatorial explosion of option contracts and multi‑leg combinations, making it difficult to identify suitable overlays that meet specific income, growth, and risk objectives. Existing workflows rely on manual Excel models or third‑party solutions that lack full customization, scalability, and real‑time trade management.
Solution
PLASMA is a SaaS platform that streamlines the research, construction, and management of rule‑based options overlay strategies for managed accounts. It provides automated option selection optimization, estimating long‑term performance across income, growth, and risk dimensions to surface the most appropriate contracts. The system generates systematic trades for rolling and drift rebalancing, and offers real‑time monitoring with alerts throughout the trade lifecycle. By handling big‑data option combinatorics and integrating with existing portfolio tools, PLASMA enables advisors to deliver customized, scalable option strategies to clients of any size.
Target Audience
Primary users are wealth‑focused portfolio managers and advisors who manage separate managed accounts (SMAs) and need to implement customized options overlay strategies at scale.
Features
- Rule‑based strategy builder with built‑in optimization for income, growth, and risk targets
- Performance engine that evaluates long‑term outcomes for individual options and multi‑leg combos across thousands of strikes and tenors
- Automated trade generation for option rolling and overlay drift rebalancing
- Real‑time monitoring dashboard with configurable alerts covering the entire trade lifecycle
- Scalable architecture that supports all client account sizes without discrimination
- Integration‑ready APIs for seamless interoperability with existing portfolio management systems