Parity for advisors
Offer personalized downside protection without building the infrastructure.
Parity helps your firm analyze client portfolios, build personalized defined outcomes, and monitor those outcomes over time, while you retain the client relationship.
Where Parity fits
Built for the client situations advisors see every day.
Parity helps advisors translate portfolio risks, concentrated positions, and planning needs into clear, personalized protection strategies.
Concentrated stock
Explore downside protection for clients with large, appreciated positions without requiring an immediate sale.
RSUs & equity compensation
Model protection around accumulated employer stock as shares vest and portfolio concentration grows.
Goal-based investing
Define downside around assets intended for a home purchase, tuition, retirement, or another known future need.
Retirement transition
Explore defined protection for clients approaching retirement who want to reduce downside exposure while retaining market participation.
Market uncertainty
Give risk-conscious clients a clear downside and upside tradeoff instead of treating cash as the only alternative.
Tax-sensitive holdings
Model protection around appreciated positions when the client and advisor want to evaluate alternatives to selling the underlying investment.
The infrastructure
From a protection objective to a complete trade.
Parity turns a client's protection objective into transparent outcome analysis and the listed-options structure behind it.
Connected portfolio analysis
Understand existing holdings and portfolio context.
Personalized outcome modeling
Model protection around the client's desired downside and time horizon.
Exact listed-option structures
See the specific puts, calls, strikes, and expiration behind the outcome.
Bid, midpoint, and ask pricing
Understand both modeled and executable pricing economics.
Clear downside and upside tradeoffs
Translate the options structure into understandable outcome terms.
Dividend-aware outcome calculations
Incorporate expected dividends into the economics of the protected position.
Downloadable trade instructions
Provide the complete trade details needed to implement the structure through the appropriate brokerage workflow.
Saved scenarios for comparison
Compare different protection levels, durations, and structures before choosing an approach.
Transparent enough for the investment team. Clear enough to discuss with the client.
Expand your capabilities
Offer personalized downside-protection strategies without building your own options infrastructure.
Differentiate your practice
Give clients a more personalized alternative to off-the-shelf structured products and defined-outcome ETFs.
Strengthen client relationships
Help clients stay invested through uncertain markets with outcomes designed around their portfolios and priorities.
Your advice. Parity's outcome infrastructure.
Parity provides the defined-outcome infrastructure while your firm owns the advice, suitability determination, and client relationship.
Your firm
- Owns the client relationship
- Identifies the client need
- Determines client suitability
- Reviews the outcome with the client
- Determines whether to implement
- Remains the client's advisor
Parity
- Models the requested protection
- Constructs the defined outcome
- Identifies the exact option structure
- Shows downside and upside tradeoffs
- Provides current pricing information
- Provides trade details for implementation
How the partnership works
Identify the right client
Select a client seeking downside protection, concentrated-position management, or a more personalized investment outcome.
Parity builds the outcome
Parity analyzes the portfolio and constructs a personalized defined-outcome proposal.
You review it with the client
Your firm determines suitability, reviews the proposal with the client, and approves the next step.
Parity monitors the outcome
Parity tracks the outcome over time and surfaces relevant changes for your firm to review.
From outcome to trade
From a protection objective to the exact trade.
Parity translates the selected protection level and time horizon into the listed-options structure needed to create the outcome.
- Exact option legs and strikes
- Expiration and contract quantities
- Bid, midpoint, and ask pricing
- Complete downloadable trade instructions
SPY · Defined Outcome
IllustrativeDesigned to limit market loss to 0% at the end of the term · 1-year term
Fetching illustrative terms…
Built for firms that want to offer more personalized outcomes.
Talk with us about how Parity can fit into your firm's investment process and client experience.
The Parity Advisor Network
Some investors using Parity decide they want professional guidance. When an investor explicitly requests an advisor introduction, Parity may connect them with a participating firm.
Investor initiated
An introduction begins only when a Parity user asks to speak with an advisor.
Explicit permission
Portfolio information is shared only when the investor specifically chooses to share it as part of that introduction.
Private by default
Parity does not sell investor data or provide participating firms access to the broader Parity user base.
Parity does not sell investor data. Participation in the Parity Advisor Network does not provide access to Parity users or their financial information. Investor information is shared only in connection with an introduction requested and authorized by that investor.
Partner with Parity
Tell us about your practice and we'll be in touch.