Solutions / RIAs
Scale active management without adding a trading desk.
RIAs use rebalancing software to keep portfolios aligned. Winzinvest is the complementary execution engine for active strategies and options overlays, with risk gates that enforce your firm's mandates before orders reach the custodian.
Active sleeves without manual trading drift
Turn firm-level investment views into systematic account-level execution with sizing, exposure, and stop rules enforced every session.
Options overlay operations at scale
Manage covered calls, cash-secured puts, rolls, and expiration risk without relying on spreadsheets or one-off manual reminders.
Audit-ready execution decisions
See why trades were accepted, rejected, skipped, or resized so principals and compliance teams can review the operating record.
Where Winzinvest fits
Between passive rebalancers and enterprise OMS platforms.
iRebal, Tamarac, and Orion help align portfolios to targets. LiquidityBook and Charles River provide institutional pipes. Winzinvest provides active strategy execution and risk gating without requiring a developer, dedicated desk, or enterprise OMS budget.
Advisor outcomes
- Reduce operational risk across active client sleeves
- Offer family-office-style execution to HNW clients
- Preserve discretion while standardizing execution controls
- Make options overlays more repeatable and reviewable