Options strategy advisory
Build options strategies your clients can understand and execute in one click
Publish strategies across equity, commodity and currency with intuitive controls, and instantly deliver them to your clients to act on.
Fine-tune strategies by testing an early exit or a shift in volatility
Your analysts watch the payoff and greeks as they build, and see how both move with an earlier exit date or a new volatility.
Each new strategy is checked for duplicates and conflicts before it’s published
Publisher compares it with every open strategy on your desk, and the logic is yours to customise.
Adjust strategies as markets change and inform clients at once
Add or remove a leg, increase the lots, exit in part or in full, or hedge, and every change is logged.
Reshape any strategy quickly with three controls, Shift, Hedge and Width
Your analysts fit a strategy to a new market view in a few clicks, instead of editing each leg by hand.
Know which strategies clients follow and the orders each one brings in
Participation rolls up from each strategy to its analyst in Publisher, so your desk sees business done beside performance.
Clients get your strategies and adjustments as they happen, by app, SDK or API
The white-labelled app carries your brand, the SDK puts its screens inside your own, and clients execute each strategy in one click.
Agents summarise any file behind a strategy into text and voice
The analyst approves every draft, and clients can read or hear a summarised view in your app.
Strategies draw on the rest of Publisher, from live factsheets to Rolodex
Reach clients and the teams who serve them
Publish factsheets and reports
A live factsheet that redraws as the legs, remarks and payoff change
Watch every level on live prices
Every tick of the underlying, from the price feed engine, keeps the greeks current
Add maker-checker wherever you need it
A checker’s approval your desk can turn on in User Access Management
Compose reports in Report Builder
Reports from blocks, bound charts and live data, for your desk’s options research