Offer your clients an options overlay. Without building a desk.
Rivativ supplies the research, model portfolios and daily allocations. You keep the client, the brand and the regulatory relationship.
- ~2 weeks from signing to live
- 4 strategies on listed S&P 500 and VIX index options. No OTC.
- Unlimited seats for everyone on your company domain
Your clients see "innovative" everywhere. Have you got an answer?
Neobrokers now market private equity, venture and private credit directly to your clients. Systematic options strategies are one capability that wave hasn't reached. The obstacle has always been cost: building one in-house costs €15K+ a month in people, data and monitoring, before you add governance.
"This concept doesn't really exist in the market in this form. Making the volatility risk premium accessible to a broader audience is genuinely compelling"
EugenSenior Asset Management Professional
Build, outsource or partner
- Build in-house
You need quant hires, live data, a sizing engine and daily monitoring. That is rarely proportionate below €500M AuM. - Outsource the mandate
This removes the burden, but it also removes the differentiation. The strategy, the relationship and the economics move elsewhere. - Partner for the research — Rivativ
You license the model portfolios and the methodology behind them. The client, the brand and the AuM stay with you.
How it works
- Onboard. Meet your success manager, open an account and put our strategy specifications and suitability framework in front of your committee.
- Connect. Embed the model portfolios in your own portal with white-label components. On Growth and above, you can pull allocations by API.
- Assess and act. You receive daily-refreshed allocations and trade notifications. You apply your own judgement and execute through your own broker.
- Report. Send monthly reports to your clients and review performance with us each quarter.
Research, not a black box
- Methodology. Every strategy names its counterparty: who sits on the other side of the trade, and why they stay there.
- Transparency. You can see every holding and allocation. Backtests assume sales at the bid and purchases at the ask, with full costs charged on every leg.
- Governance fit. We provide a target-market definition, a suitability framework and a risk disclosure for your own distribution governance.
This page is directed at licensed asset managers and wealth advisers operating under their own regulatory authorisation. It is not intended for retail clients.