Fincrest Systems is a rule-driven options trading and portfolio management platform for professional firms. Set your strategy once, define your rules, and let the engine monitor markets, generate suggestions, and execute on your approval — across every account, simultaneously.
Professional firms managing multiple accounts with sophisticated option strategies face a wall of operational pain that spreadsheets and manual execution simply cannot solve.
Traders sit glued to screens for hours watching Greeks tick, driven by fear and greed rather than structured logic. One missed signal = a costly mistake.
Multi-account firms juggle dozens of spreadsheets, manual position tracking, and error-prone copy-paste workflows. There's no audit trail and no consistency.
Managing 2 accounts manually with meaningful strategy is hard. Managing 10 or 20 is practically impossible. Traditional multi-account tools blindly copy trades — with zero strategy awareness.
From rule definition to order execution, Fincrest Systems handles the full lifecycle — with complete transparency and human approval at every step.
Build trading rules in plain language with drag-and-drop AND/OR condition trees. Fact selectors, dynamic thresholds, and expression-based logic — no coding required.
→ 30+ live fact variablesEach account gets its own strategy state, rules, and risk parameters. One dashboard shows aggregated P&L plus individual drill-downs. Run 50+ accounts concurrently.
→ Thread-parallel processingDelta thresholding, ITM detection, max lot limits, expiry management, decay-based exits, and emergency cash-balance triggers — all configurable per account.
→ Approval-first executionReal-time interactive payoff diagrams update as you configure strategies. Breakeven lines, strike markers, profit zones — validate your setup visually before going live.
→ DHSS + Pyramid visualizationsTelegram and email alerts for every trade suggestion, order fill, rule fire, and price alert. Configurable per event, per channel, per user — never miss a market signal.
→ Telegram + Email + Price AlertsEvery rule fire, trade suggestion, approval decision, and order fill is logged with full context. Essential for compliance, regulatory reporting, and internal accountability.
→ Broker order ID on every tradeAn inbuilt AI assistant helps your team understand platform features, build new rules, brainstorm strategy improvements, and answer operational questions 24/7.
→ No support tickets neededCredentials stored locally on user devices — never on Fincrest Systems servers. OAuth-based broker connections, TOTP 2FA, and a desktop app frontend prevent browser-based attacks.
→ Local-first security modelEvery client gets a fully branded platform, branded tutorials, marketing materials, and website — all under their firm's identity, not ours.
→ Full rebrand includedFincrest Systems' 5-minute market cycle runs autonomously during market hours — handling monitoring, suggestion generation, and execution the moment you approve.
Add your broker credentials securely. They're stored locally on your device — never on our servers. AngelOne supported; more brokers on request.
Select a strategy (DHSS or Pyramid Hedging), configure your parameters, and activate the pre-built rule templates. Or bring your own custom strategy.
Every 5 minutes, the rule engine evaluates market conditions and generates trade suggestions. Review each one with full context — approve, reject, or snooze.
The moment you approve, orders flow through the broker API. FILLED status with timestamp and broker order ID appears within seconds. Everything is logged.
Both strategies ship with pre-built rule templates covering every major scenario. Traders are fully protected on day one. Bring your own strategy too — we'll integrate it.
Collect premium by selling OTM calls and puts simultaneously. Profit if the stock stays between both strikes. The engine actively manages delta imbalance every 5 minutes.
Accumulate quality stocks in mathematically derived buy steps while selling call options at each level to generate income. A disciplined SIP with built-in hedge and automatic roll-downs.
We integrate custom strategies directly into the rule engine. Your strategy logic, your broker, your rules — with Fincrest Systems' full infrastructure: idempotency, cooldowns, audit trail, and approval flow applied automatically.
| Capability | Manual Trading | Simple Algos | Traditional Multi-Account Tools | Fincrest Systems |
|---|---|---|---|---|
| Automated market monitoring | ✗ | ✓ | ✓ | ✓ |
| Rule-based trade suggestions | ✗ | Partial | ✗ | ✓ |
| Human approval before execution | ✓ | ✗ | ✗ | ✓ |
| Strategy-aware bulk accounts | ✗ | ✗ | ✗ | ✓ |
| Greek monitoring (Delta, Theta, IV) | Manual | Partial | ✗ | ✓ |
| Idempotency & duplicate suppression | ✗ | ✗ | ✗ | ✓ |
| Live payoff chart visualization | ✗ | ✗ | ✗ | ✓ |
| White-label deployment | ✗ | ✗ | Rare | ✓ |
| Local credential security | N/A | Varies | ✗ | ✓ |
| Compliance-ready audit trail | Manual | Partial | Partial | ✓ |
| AI chatbot support | ✗ | ✗ | ✗ | ✓ |
| Custom strategy integration | N/A | Custom build | ✗ | ✓ |
| Paper trading / simulation | ✗ | Rare | ✗ | ✓ |
Run multiple accounts with consistent, rule-driven execution across the entire desk.
Deliver institutional-grade structured income strategies to UHNW clients at scale.
Institutional infrastructure for systematic options strategies — without building it from scratch.
Give your subscribers a platform to execute the strategies you teach — branded as your own.
Systematic options income for client portfolios with full transparency and approval controls.
Have a strategy edge but lack execution infrastructure? Plug in your logic and get the full stack.
Every client firm gets the full Fincrest Systems platform — rebranded with their logo, colors, and name. Your clients never see "Fincrest Systems." They see your product.
Logo, colors, platform name — completely customized to your firm's identity.
Tutorial videos featuring your platform, your logo, and your branding — recorded by us, delivered as yours.
A marketing website and collateral for your platform — so your clients see a professional, complete product.
Videos covering your custom strategies — so your staff and clients can get trained quickly.
Example — Your Branded Platform
Each client firm gets a fully customized deployment
We take credential security seriously. Sensitive data stays on your infrastructure — not ours.
The UI runs as a desktop application — not a browser tab. No browser-based scraping or credential harvesting possible.
API keys, TOTP secrets, and login credentials are stored on the user's own device — never transmitted to or stored on Fincrest Systems servers.
Broker integrations use token-based OAuth. Fincrest Systems never stores raw passwords. Tokens expire and rotate automatically.
Every broker connection supports TOTP 2FA. Your broker accounts are never accessible with just a password.
Strategy deep-dives, market structure insights, and platform guides for professional traders and fund managers.
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Read Article →Schedule a personalized demo with our team. We'll walk you through the platform, discuss your strategy requirements, and show exactly how Fincrest Systems can be deployed — or white-labeled — for your firm.
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