Automated Active Management
Automated Active Management for RIAs and Family Offices.
Execute proprietary strategies and options overlays across your entire book with institutional-grade risk controls. Zero code required.
Software infrastructure only. Winzinvest does not custody assets, provide individualized investment advice, or replace an advisor's fiduciary obligation to evaluate client suitability.
The problem
Scale your expertise without scaling headcount.
Managing active strategies or options overlays across client accounts creates operational risk: missed rolls, inconsistent sizing, manual drift from mandates, and limited auditability. Winzinvest automates the execution of your firm's best ideas so every trade follows the same risk framework.
Active execution, not passive rebalancing
Winzinvest is designed for firms running proprietary active strategies, covered call programs, cash-secured put overlays, and risk-managed tactical sleeves.
OMS-style controls without OMS overhead
Every order runs through systematic risk gates before it reaches the custodian, including regime checks, drawdown tiers, sector exposure limits, and broker-level stop coverage.
Scale the firm without scaling the trading desk
Automate repeatable execution across accounts and sleeves while preserving the oversight, auditability, and client mandate discipline fiduciaries require.
Platform
Fiduciary-grade execution controls.
Before any order reaches the custodian, it must pass through systematic controls for market regime, portfolio exposure, drawdown state, position limits, and stop coverage. The system is built to block questionable trades, not force activity.
Explore risk and compliance controls →Solutions
Built for fiduciary operating models.
For RIAs
Offer active management without adding operational drag
Package your best active ideas into repeatable sleeves with controls that enforce mandates on every session.
Learn more →For Family Offices
Coordinate complex execution across entities and mandates
Centralize options overlays, tactical sleeves, and risk controls without building an internal trading platform.
Learn more →Self-Directed
Individual investor access remains available
The original broker-connected automation story is preserved for self-directed users who manage their own account.
Learn more →Pricing
Signal, Execute, Manage, and Enterprise.
Start with a paid evaluation, move into single-account automation, then scale into multi-account management and enterprise controls as your firm's active program grows.