+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • IUX
    927 Ratings
    Visit Website
  • Capitalcore
    85 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website

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

Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc.

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

Individual and institutional investors looking for a custodian software solution and escrow service for their business operations

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

Kingdom Trust
Founded: 2010
United States
www.kingdomtrust.com

Alternatives

Alternatives

TrustVault

TrustVault

Trustology
Genesis

Genesis

Genesis Global Trading

Categories

Categories

Integrations

Crypto Backoffice
HedgeGuard Crypto
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations

Crypto Backoffice
HedgeGuard Crypto
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Claim Choice and update features and information
Claim Choice and update features and information
Claim Kingdom Trust and update features and information
Claim Kingdom Trust and update features and information