Assecco SEE Fidelity

Assecco SEE Fidelity

Asseco Group
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Digital asset platform built for advisors

Audience

Companies that need an asset and spend management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

1% digital trade fee
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Choice
Founded: 2010
United States
www.retirewithchoice.com/pro

Company Information

Asseco Group
Founded: 1989
Poland
see.asseco.com/banking-and-finance/financial-business-apps/asset-spend-management/

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Asset4000

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PerpetualBudget

PerpetualBudget

Spicer-Baer Associates

Categories

Categories

Asset Tracking Features

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Integrations

Desktop.com
FundCount
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
SkyStem ART

Integrations

Desktop.com
FundCount
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
SkyStem ART
Claim Choice and update features and information
Claim Choice and update features and information
Claim Assecco SEE Fidelity and update features and information
Claim Assecco SEE Fidelity and update features and information