Discover the comprehensive capabilities that make PLASMA the next generation Options Overlay Operating System.
Easily connect client separate account data and underlying model portfolios for option strategies across multiple custodians.
Maintain option overlay accounting for individual sub-accounts (no need to segregate underlying assets into new sub-accounts)
Historical & real-time (T-15 minutes) options pricing + volatility surfaces (T-1) on stocks & ETFs, enriched with internal modeling
Rapid backtesting across options strategy variations for any number of underlying holdings with flexible optimization methodologies.
Intuitively illustrate the return, income, growth, and risk objectives for option overlays strategies relative to the underlying holdings.
Systematize Option Overlay Model construction with flexible rules to open and close/roll options for various underlying holdings.
Covered calls to start, but over time will support any multi-leg structure (e.g., collars, put spread collars, cash covered put spreads).
1-click real-time trade file generation across multiple custodians for any number of client separate accounts linked to Option Overlay Models.
Define real-time threshold-based alerts on any available metric & receive automated alerts related to the underlying positions.
On-the-fly management of any leg at the Option Overlay Model or client account level (e.g., close/roll legs, change the rules).
Combine underlying asset and option strategy performance at client sleeve level decomposing risk, income, and growth enhancement/reduction.
Intuitive workflows for advisors & portfolio managers
Custom-build complete systems and workflows with our API microservice 'building blocks'
Embed directly into existing trading systems & automated client account data fetching
Hire our asset management affiliate to assist with option-specific execution services
Ground-up architecture optimized to support limitless model portfolios, accounts, & holdings
Automate repetitive tasks and focus on strategic decision-making
We are launching our covered calls pilot program in Q2 2025 and have room for additional participants. Please contact us for more information.
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