Options Trading & Risk Management

Advanced Trading Efficiency

Save time and gain efficiency with advanced support for options trading. VestmarkONE offers block trading capability for options across hundreds or thousands of accounts. This block trading functionality applies to the two most widely used option strategies: covered calls used to generate income, and protective puts used to provide downside protection against share price declines. This block trading capability also extends to closing option positions.

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Key Benefits:

  • Create option strategies across an entire segment or book of business in minutes
  • Deploy option strategies safely and efficiently across all types of advisory programs (advisor-managed, centrally-managed, and SMA)
  • Protect against risk with automated encumbrances that create guardrails and hard stops to prevent the sale of underlying securities that are required to be held during the lifetime of the options contract