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 & 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.
