Grow Your Portfolios & AUM with Streamlined Options Tools
Tax-Smart Downside Protection and Covered Calls for Income
| Features | INVESTOR Essential income & protection analysis for individual investors | ADVISOR Client-centric portfolio analysis for income & protection | ADVISOR FIRM Firm-wide options analysis of portfolios, with Client Reports |
|---|---|---|---|
Monthly Pricing | $25 / Month | $65 / Month | $500 / Month (3-month min.) |
Adaptive IntelligenceTM Interactive Toolsi |  | | |
Market ShieldTM Downside Protectioni | | | |
Asset Allocation Risk Scorei | | | |
Multi User for Advisory Firmsi |  | | 5 included |
Call Writing for Incomei | | | |
Portfolios Included | 3 | 10 | 500 |
Market Quotes | 15 minutes delayed | 15 minutes delayed | 15 minutes delayed, Real-time available |
Options Trade List | | | |
Options IntelligenceTM Monthly Reportsi | | | 15 Reports |
Client Service & Training | Online | Online | Dedicated Rep. |
Broker Integration | | | |
| Start Free Trial Now | Start Free Trial Now | Sign Up Now |