An institutional options offering, without building one.

• Listed index options only No OTC instruments
• White-label Your brand, your clients
• MiFID II Pack included on every plan
• Rapid Live within weeks, not months

Built for boutique firms that want to compete on capability, not on fees.

Your investment process is sound. The pressure is coming from expectations — clients increasingly see institutional-grade strategies made available to them by direct-to-retail platforms, and they wonder whether their adviser is offering the same calibre.

This guide is for you if…
✓ You're a licensed asset or wealth manager with €50M–€500M+ AuM
✓ You want a differentiated, innovative offering without building a desk
✓ You're losing clients to flashier competitors and want a clear answer
✓ Your investment committee needs a reusable due diligence framework
✓ You need MiFID II-ready governance documentation out of the box

Not the right fit if…
✕ You're a retail investor looking for individual strategy access
✕ You want someone else to manage your client's capital discretionarily
✕ You're looking for OTC, private, or illiquid instruments
✕ Your clients are primarily retail, with no derivatives experience

From the business case to the first client conversation.

Every section is written for an investment committee that will — and should — run its own diligence. This is the framework a rigorous committee would apply to any options research provider.

1. The problem on your side of the desk Why client expectation is shifting — and why a systematic options overlay is one of the clearest ways to answer it without changing your core proposition.
2. Buy, build, or partner A frank account of what each route actually costs: in headcount, economics, differentiation, and governance burden.
3. What you are actually buying Exactly what the Rivativ partnership is and is not — instruments, execution model, division of regulatory responsibility, and client ownership.
4. A due-diligence framework you can reuse Six questions any investment committee should put to any options research provider — covering edge, sizing, backtest integrity, crisis behaviour, and governance fit.
5. Fitting the overlay into your advice process MiFID II product governance, target-market definition, suitability vs. appropriateness — and why explainability is a competitive moat, not a compliance burden.
6. Integration, reporting, and the plans Three business tiers (€50M → Enterprise), the white-label components, the allocations datafeed API, and what onboarding actually involves.
7. How it works: onboard, connect, execute, report The four-step integration timeline — from first call to a live, institutional-grade offering under your own brand.

Differentiation you cannot explain is a liability. Differentiation you can explain clearly — to a client, an adviser, a regulator — is a moat. This guide gives you both the capability and the language to defend it.

Plans built to grow with your AuM.

Every business plan includes unlimited team accounts under your company domain. Commercials are agreed in the scoping call — this is the shape of the deal.

• Business: Up to €150M AuM All model portfolios, daily-refreshed allocations & trade alerts, strategy specs, monthly reports
• Growth: Up to €500M AuM Everything in Business, plus: white-label components and datafeed API
• Enterprise: €500M+ AuM Everything in Growth, plus custom portfolios to your specification and options sales coaching

The infrastructure is ours. The clients, the branding, and the upside are yours.

• Built by experts Portfolio managers and quantitative analysts. Systematic investment research — not a tip service, not a fund-of-funds wrapper.
• Governed Documentation pack designed to support your MiFID II product governance process (target market input, risk disclosures).
• Risk-appropriate The due diligence chapter names the strategies that carry unbounded tail risk and explains how sizing mitigates but does not eliminate it.