Assecco SEE FidelityAsseco Group
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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
Fidelity empowers companies by automating the full life cycle of assets and expenditures with advanced business management modules & functions integrated on a single web-based platform. With Fidelity, building an end-to-end asset and spend management system is easy. Asset, budget, spend and accounting data are no longer in separate systems. A modular and scalable platform to manage the full lifecycle of assets and expenditures with built-in budget, demand, procurement and accounting processes, Fidelity ensures compliance and proactive budget control to build effective sourcing strategies.
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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
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
Companies that need an asset and spend management solution
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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
Not 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
Supported
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Company InformationChoice
Founded: 2010
United States
www.retirewithchoice.com/pro
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Company InformationAsseco Group
Founded: 1989
Poland
see.asseco.com/banking-and-finance/financial-business-apps/asset-spend-management/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Asset Tracking Features
Activity Tracking
Supported
Audit Trails
Supported
Barcoding / RFID
Supported
Checkout / Check-In
Supported
Depreciation Tracking
Supported
Disposal Tracking
Supported
Inventory Management
Supported
Location Tracking
Supported
QR Codes
Supported
Reservations
Supported
Service History
Supported
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Integrations
Desktop.com
Not Supported
FundCount
Not Supported
Interactive Brokers
Supported
Itron Enterprise Meter Data Management
Supported
Kraken
Supported
SkyStem ART
Not Supported
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Integrations
Desktop.com
Supported
FundCount
Supported
Interactive Brokers
Not Supported
Itron Enterprise Meter Data Management
Not Supported
Kraken
Not Supported
SkyStem ART
Supported
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