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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Digital asset platform built for advisors

Audience

Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers

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

$1500/month
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

PortfolioShop
Founded: 1998
United States
www.portfolioshop.com

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Arbor Portfolio Manager

Arbor Portfolio Manager

Arbor Financial Systems
FundCount

FundCount

FundCount Americas
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Integrations

Alpha Vantage
Auth0
CoinTracking
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Microsoft 365
Slack
Xignite

Integrations

Alpha Vantage
Auth0
CoinTracking
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Microsoft 365
Slack
Xignite
Claim Choice and update features and information
Claim Choice and update features and information
Claim PortfolioShop and update features and information
Claim PortfolioShop and update features and information