Enterprise Solutions

Options Trading Platform
Built for Your Business

Power your business with institutional-grade options trading infrastructure. White-label solutions, automated execution, and analytics in one platform.

Why Industry Leaders Choose Us

We've built the infrastructure that powers the next generation of trading platforms

Guided Deployment

Plan a custom trading platform rollout with reusable infrastructure, implementation support, and room to scale.

Enterprise Security

Encryption, role-based access, and layered security practices help protect platform data and client operations.

Scalable Architecture

Cloud-native architecture is designed to support growing user bases with flexible pricing based on the rollout.

Dedicated Support

White-glove onboarding, ongoing technical support, and dedicated account management support rollout and adoption.

Tailored Solutions for Every Business

Purpose-built features and integrations for your specific business model

Broker Dealers

White-label trading infrastructure

✓White-label solution with configurable branding
✓Multi-asset automated trade execution engine
✓Custodian and clearing-firm integration planning
✓Full options interface (chain, P&L simulation, order configuration)
✓Advisor/admin dashboard with comprehensive oversight tools
✓Real-time & delayed market data feeds
✓Streamlined KYC and account-opening processes
✓Regulatory compliance tools and reporting
Broker Dealers

Newsletters & Trade Alert Services

Monetize your trading expertise at scale

✓Create and publish trade ideas with instant follower notifications
✓Mirror and copy trade functionality for subscribers
✓Automated entry execution for trade alerts
✓Strategy performance tracking for live, model, and subscriber views
✓Supported and enterprise broker integrations, including Schwab, Tradier, Alpaca, and Interactive Brokers where approved
✓Built-in monetization with Stripe payment processing
✓Flexible SaaS and white-label solutions based on scale
✓CRM, marketing, and email platform integrations
✓Subscriber analytics and engagement metrics
Newsletters & Trade Alert Services

Registered Investment Advisors (RIAs)

Comprehensive portfolio management for modern advisors

✓Multi-account portfolio management (per client, household, or entity)
✓Unified dashboard for centralized client oversight
✓Customized portfolio automation per client mandate
✓Advanced options strategies (spreads, condors, collars, straddles)
✓Strategy-level & client-level metrics and reporting
✓Real-time position monitoring and risk analytics
✓Compliance oversight and audit trail
✓Automated rebalancing and tax-loss harvesting processes
✓Client portal for transparency and communication
Registered Investment Advisors (RIAs)

Hedge Funds

Enterprise-grade infrastructure for institutional trading

✓Deploy complex multi-strategy portfolios at scale
✓Mandate-specific options trading automation
✓Custom execution logic and trading automation integrations
✓Multi-leg option strategy support with full automation
✓Advanced options analytics (Greeks, implied volatility, spread analysis)
✓Support for complex fund structures (master, feeder, SPVs)
✓Real-time strategy and portfolio risk analysis
✓Comprehensive audit and event log system
✓Market data integration (OPRA, CBOE, IEX)
✓Multi-broker/custodian integration and routing
✓API access for custom integrations
Hedge Funds

Ready to Transform Your Trading Business?

Explore how OptionsRobot can support your trading operation. Schedule a personalized demo to review rollout fit and requirements.

Book Your Demo

Let's discuss how our platform can support your business automation