Pricing
Options analysis built for advisors.
Compare protection strategies for every client, build the exact trade, and share client-ready reports.
Advisor
For independent advisors
Free for 14 days, then $99/month for 12 months
Then $149/month. Cancel anytime.
- Unlimited client analyses
- Compare collars, puts, covered calls and buffers side by side
- Exact strikes, expirations and trade instructions
- Client-ready PDF reports
- Save and revisit client scenarios
Firm
For advisory teams
$79/month per advisor your first year
For teams of 5+ advisors. One invoice for your firm.
- Everything in Advisor, for every advisor on your team
- One invoice for your firm
- Add advisors anytime
Managed Overlay
Implemented by Parity Investment Management, LLC
Billed quarterly. Negotiable.
- Overlay management within your agreed parameters
- Ongoing monitoring and rolls
- Works in your clients' existing accounts
Investment advice and portfolio management are provided by Parity Investment Management, LLC, a Tennessee-registered investment adviser. Parity Outcomes, Inc. and Parity Investment Management, LLC are under common ownership, which gives Parity Outcomes a financial incentive to introduce you to Parity Investment Management. Registration does not imply a certain level of skill or training.