The Insight Layer for Retail Options
Options Your Clients
Actually Understand
An embeddable analytics engine that turns an intimidating options chain into ranked, plain-language decisions — guiding new investors and giving active traders an edge, all inside your platform.
Partner Overview · Confidential · 2026
01 · The Problem
Options Are Booming — but Retail Is Split in Two
U.S. listed options hit a record 15.2B contracts in 2025 (+26% YoY), and retail is now roughly 45–60% of all options volume. Every brokerage wants a slice — but the clients who want to trade options fall into two under-served groups, and serving neither well leaks engagement to competitors.
👤 Mass retail is intimidated
The options chain is opaque. New investors freeze at “what do I even do?” — so they never adopt options, or lose money and blame the platform.
🚪 Active traders are under-tooled
Serious retail leaves for third-party analytics because the broker shows the same charts as everyone else — taking their volume with them.
15.2B
contracts in 2025
+26% YoY · 6th record year
45–60%
retail share
of all options volume
2
under-served groups
intimidated + under-tooled
1
engine for both
learn + pro, same platform
GEX Platform · Partner Overview · Confidential
02 · The Solution
One Engine, Two Modes
The same positioning engine serves both clients — an embeddable layer, not a rebuild.
🧭 Learn Mode
Mass retail · new to options
- Ranked, sized setups in plain language
- Clear “what to do and why”, not a raw chain
- Real closeable prices — no fantasy P&L
- Confidence built in as they learn
⚡ Pro Mode
Active traders · self-directed
- Full GEX / pin / positioning analytics
- PIN vs BREAKOUT classification + backtests
- Self-scoring loop grades every call
- API / feed for power users
~138
analytics functions
98
ticker universe
19
backtest strategies
3-tier
embed · web · API
GEX Platform · Partner Overview · Confidential
03 · The Value
Engagement for You, Confidence for Them
Every client win is a platform win: learning confidence and a real edge keep both personas trading on your platform, not leaving it.
What the broker gets
Engagement & retentionsticky decision tools keep clients logged in
Options adoptionintimidated users finally start trading
Order flow & volumeranked, sized setups convert to tickets
Differentiationan insight layer no competitor offers
What the client gets
Learning confidence (new investors)plain-language “what do I do?”, sized for them
A real edge (active traders)positioning analytics + self-graded signals
Trust: real closeable pricesno “looked profitable, lost money” surprises
Grows with themfirst option trade → active trading, one tool
Trust infrastructure: we show the real closeable price (net of exit cost), not the mid-to-mid figure that makes a losing trade look like a winner — fewer angry tickets, more client trust.
GEX Platform · Partner Overview · Confidential
04 · The Partnership
A Low-Lift Way to Own the Options Experience
You bring the reach, we bring the engine — embedded in weeks, not built over quarters.
⚙️
We Bring
The engine
- ~138 analytics functions, battle-tested
- Ranked, sized, self-graded setups
- Closeable pricing + systemic overlay
- Learn + Pro modes from one core
📡
You Bring
The reach
- Retail + active-trader client base
- Trusted brand & regulatory rails
- Order-execution + funding flow
- Distribution at scale
🔌
The Deal
Flexible integration
- Embed (in-app), web, or API/feed
- White-label under your brand
- Rev-share or per-seat licensing
- Pilot on one client tier first
Start small: pilot Learn mode with one retail segment, measure options adoption + engagement lift, then scale to Pro and API.
GEX Platform · Partner Overview · Confidential
05 · The Business Model
Pays for Itself Through Active Traders
Options trade at $0 commission; revenue comes from U.S. options flow, FX, and consolidated wealth. The top 1% of active traders drive ~25% of revenue.
🏆
Core driver
Active traders
- Informed traders stay engaged on U.S. options
- +10% trades ≈ $600k/yr flow revenue
- Plus FX conversion on USD trading
📊
Value to WS · base / yr
~$1.64M vs $870k license (~1.9×)
- Active-trader flow: ~$600k
- Wealth consolidation: ~$440k (50 clients moving ~$2M)
- Retention + FX: ~$600k
- Paid pilot ($200k) first
📄
HNW path
Wealth consolidation
- $2M movers trade ~2%, rest seeks management
- Analytics is the hook; managed assets follow
- B2B license: platform + per-user fee
Illustrative; confirm per-contract and FX figures with Wealthsimple. Pitched as better-informed traders who stay and consolidate, not as more trading. Analytics & education only (CIRO suitability).
GEX Platform · Partner Overview · Confidential
06 · Go-to-Market
One Product, Many Brokerages
Built once, licensed to many. A channel partner opens doors, starting with Wealthsimple and Questrade.
1️⃣
First client
Wealthsimple
- Paid pilot → license
- ~$870k/yr base case
- Tier perk + retention story
🤝
Channel partner · 3 yrs, both clients
$1.84M profit after commission
- License revenue: $3.96M
- Commission: $229k (10% / 5% / 2.5%)
- Cap $150k per client; none on pilots
- Commission ≈ 11% of profit
2️⃣
Next
Questrade → more
- Same platform, own signing date
- ~$450k/yr base case
- Each new broker adds margin
Paid only on collected license revenue. Introducer is independent and disclosed to each client; no fee-sharing with client staff.
GEX Platform · Partner Overview · Confidential
07 · The Vision
The Broker’s Options Insight Layer
👥
One engine, every client tier
Guide a first-timer and arm an active trader from the same platform — grow the relationship instead of losing it to third-party tools.
🛡️
Trust that compounds
Real closeable prices and self-graded signals build client confidence — the retention flywheel a retail broker lives on.
📈
Room to expand
Day-one analytics when Canadian (Montreal Exchange) options launch, plus intraday/0DTE coverage and embed, web, or API tiers.
⚡
Why now
Options are at record retail volume, but every broker still shows the same charts. The insight layer is the open differentiator.
Make options approachable and trustworthy — and that engagement is the payoff.