Concentrated stock positions can be a compliance headache, a risk to client wealth, and a drag on growth — unless you have the right tools.

Jade equips wealth managers to run covered calls and other option overlay strategies simply, compliantly, and at scale. Whether you already use options or have wanted to, Jade transforms a static, high-risk asset into an actively managed source of income, risk control, and client loyalty.

Built by wealth management veterans, our platform streamlines execution, monitoring, and reporting — helping you serve more clients, protect more wealth, and grow your AUM.

We’re now accepting a limited number of advisors into the Jade Alpha Circle — an early access program where you can help shape the platform, gain priority onboarding, and be first to deliver these capabilities to your clients.

If you work with clients who have concentrated stock positions, this is your chance to stand out, scale up, and win more business.

The Jade Platform

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The Jade Platform

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