Related Products
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About
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.
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About
ELLA is a digital workbench built for trusted advisors who help small business owners navigate exit planning, guiding them from intake to insight in a fraction of the time. Designed specifically for advisor-led transitions, ELLA brings structure, clarity, and collaboration to what is often a chaotic advisory process. It centralizes Fact Finding in a collaborative discovery space where advisors can invite the entire team to capture notes, documents, and structured questions using customizable templates tailored to industry or client needs. Its Sensemaking engine transforms collected data into secure, private, context-aware insights, shortening the path from raw information to actionable strategy. Advisors can then create connected Deliverables that seamlessly incorporate discovery and insights, making it easy to present valuation narratives, growth opportunities, and strategic plans.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Digital asset platform built for advisors
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Audience
Exit planning advisors wanting a structured, collaborative platform to guide small business owners through valuation and transition planning
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
1% digital trade fee
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationChoice
Founded: 2010
United States
www.retirewithchoice.com/pro
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Company InformationELLA
United States
exitwithella.io
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Categories |
Categories |
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Integrations
Interactive Brokers
Supported
Itron Enterprise Meter Data Management
Supported
Kraken
Supported
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Integrations
Interactive Brokers
Not Supported
Itron Enterprise Meter Data Management
Not Supported
Kraken
Not Supported
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