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 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

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

Audience

Digital asset platform built for advisors

Audience

Companies that need an asset and spend management solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

1% digital trade fee
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

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/

Alternatives

Alternatives

AFE Manager

AFE Manager

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PerpetualBudget

PerpetualBudget

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Asset4000

Asset4000

MRI Software

Categories

Categories

Asset Tracking Supported

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

Integrations

Desktop.com Not Supported
FundCount Not Supported
Interactive Brokers Supported
Itron Enterprise Meter Data Management Supported
Kraken Supported
SkyStem ART Not Supported

Integrations

Desktop.com Supported
FundCount Supported
Interactive Brokers Not Supported
Itron Enterprise Meter Data Management Not Supported
Kraken Not Supported
SkyStem ART Supported
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