Options oversight your principals can actually read.

Every options position across every account rolled up to one risk view — net Greeks, defined max loss, expiration clustering and event exposure — so the office sees the whole book, not statements.

Codify the house rules — defined-risk structures only, per-position caps, no naked short options — and have the platform flag anything that drifts outside them.

Timestamped position, risk and activity exports in formats your compliance counsel and auditors can consume without translation.

Seats for in-house analysts and outside advisors with role-based access — full analytics for the team, read-only oversight for principals.

Quarterly and monthly reports carrying your office's identity, not ours — clean summaries of exposure, activity and risk discipline for the family.

Your investment policy statement translated into live constraints: concentration limits, sector caps, vol-exposure ceilings and event blackout windows.

A named contact who knows your configuration, plus onboarding for your analysts and priority handling for data or reporting questions.