Options, Simplified for Advisors
Jade helps wealth advisors manage options strategies at scale — with intelligent opportunity scanning, client reporting, and compliance oversight.
Find out what makes Jade special
Take Me ThereWhat Sets Us Apart
Customizable
Easily identify & select the right contract for each client.
Dynamic Monitoring
Custom notifications to alert you before something needs your attention.
Client Management
Individual client support and enhanced client communication.
Compliance
Regulations and compliance built-in to every step.
Revolutionizing Wealth Management
Jade is revolutionizing wealth management by bridging the critical gap between growing client demand for sophisticated income strategies and the tools available to independent Registered Investment Advisors (RIAs).
With over $100 billion in global assets under management in covered call strategies and 97% year-over-year growth in options usage, the market is clearly demanding more than traditional 60/40 portfolios can deliver.
Jade's automation-supported options platform transforms the complex world of derivatives trading into an accessible, scalable solution that enables RIAs to unlock new value for their clients.
By removing the "complexity barrier" that has historically limited options adoption, Jade empowers advisors to confidently implement yield-generating strategies, manage concentrated stock positions, and create customized income solutions—all while maintaining full compliance and oversight.