Increase Marketing Capabilities

Increase Marketing Capabilities

Creates Cross-Sells & Up-Sells

  • Customers come back to the website far more frequently with a quality portfolio¬†manager
  • Existing customers are the most likely to buy another of your products
  • Marketing opportunities increase proportional to the amount of time your¬†customers spend on your website

Immediate identification of best performing trades for regular marketing communication

  • By absolute value
  • By return percentage
  • By annualized return
  • By length of trade

More great features:

  • Shows the risk of option trades, including risk of spreads, condors, butterflies, etc.
  • Filter trades to show best performers in just the past week, month, or any other past timeframe
  • Filter trades to find performance of only open or closed trades
  • Copy/Export performance data to Excel