Asset class


Options have gone mainstream driven by market conditions and investor expectations. Advisors today use a wide range of option strategies to meet investment needs.

Common strategies most typically used in client portfolios include income generation, hedging, diversification, position building, locking in profits and speculation.

Co-Pilot Options trading capabilities provide advisors, strategists and trades all of the tools needed to view, analyze and execute a wide range of option strategies.



With Co-Pilot, now advisors can:


Build single-leg and multi-leg option strategies with an in-depth look in the entire book by easing the pain points of middle and back office operations


Trade with any desk and settle trades directly in clients’ custodian accounts, all on the fastest growing trading network available.


Manage option strategies, orders and trades on a single platform, eliminating the need for alternative, manual system


Access sophisticated trading tools:

  • Create and define strategies, both single-leg and multi-leg options
  • Trade directly from the order ticket window and leverage Co-Pilot’s advance trading tools
  • Monitor individual portfolios and book of business for realized and unrealized gains.

Optimize middle and back office operations:

  • Generate and transmit allocations automatically
  • Trade-away with ease

Streamline workflows with APIs:

  • Electronic trading access to custodians and brokers
  • Direct connections to major custodians for both trading and post-trade processing
  • Integrate your strategy engine directly with API

See how Co-Pilot, the
comprehensive investment
platform, can help you here