Tollbooth — Advisor-Focused Options Strategy Automation
Automate covered-call and options strategies with rules-based execution. Preserve individual equity positions while generating systematic income through advisor-level portfolio overlays.
What Tollbooth Does
Tollbooth is a rules-based covered call and options automation platform designed for advisors seeking to generate systematic income for client portfolios without building an in-house trading desk.
The platform delivers automated options execution, preservation of individual equity positions, rules-based trade automation, and advisor-level portfolio overlays—enabling advisors to implement sophisticated options strategies while maintaining full control over client holdings.
Key Features
Automated Options Execution
Rules-based automation executes covered calls and cash-secured puts across multiple accounts with precision and consistency
Preserve Equity Positions
Maintain individual client equity positions and holdings while implementing systematic income strategies through advisor-level overlays
Rules-Based Trade Automation
Built-in controls for position sizing, strike selection, portfolio concentration, and integrated reporting FROM custodians
Who Benefits
Deployment Process
Pilot
Test strategies with select accounts to establish rules and performance baselines
Managed
Roll out to additional accounts with ongoing strategy refinement and monitoring
Scale
Expand across firm with full automation and integrated reporting FROM custodians
Ready to Add Options Income to Your Practice?
Contact us to discuss custom pricing based on your firm's assets and execution volume.
Request a Demo