Defined Outcomes for Your Own Portfolios
Stay invested with less risk & increase income. Adaptive personalizes quantitatively rigorous solutions for existing client portfolios—downside protection, call-writing income, & tax-smart risk rebalancing—that are highly cost-effective & reinforce client relationships.
Who We Serve
Built to enterprise standards, Adaptive’s powerful quantitative engine offers robust API integration & on-prem hosting. Dedicated subscriptions & personalized reports are available for investment advisors, options strategy desks, and individual investors.
Individual Investors
Plan options trades to generate additional income in your portfolio, and to stay invested for equity upside with less risk. Plans start at just $25/month.
Advisors & Wealth Managers
Adaptive’s Options Intelligence streamlines options strategies across client portfolios whether to enhance income or manage stock investing risk. Plans start at just $65/month.
Enterprise
Get in touch to learn how Adaptive’s rigorous quant analytics & options optimizers can complement your practice areas, including structured note FMV pricing (buy side & sell side), defined-outcome portfolio construction, options overlays for model portfolios, CIO-led report generation, & options strategy desks within advisory practices.
