Jade Launches Integrated Options Technology for Wealth Advisors

▤ Summary

Jade has launched an integrated options platform for wealth advisors who want to manage concentrated client positions with derivatives strategies. The product combines automation, reporting, risk management, and compliance oversight in one workflow. It also integrates with major custodians including Schwab, Fidelity, and Pershing so advisors can deploy options strategies without adding operational strain. Jade is opening an early access program called the Jade Alpha Circle for a limited set of advisors. The launch positions the company as a fintech software vendor serving independent RIAs.

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