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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

Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.

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

Traders looking for an online trading platform to buy and sell stocks, bonds, ETFs and mutual funds

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

$25 Fee
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

Qtrade
Founded: 1999
Canada
www.qtrade.ca/en/investor.html

Alternatives

Alternatives

Categories

Categories

Integrations

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Raptoreum
TradingDiary Pro

Integrations

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Raptoreum
TradingDiary Pro
Claim Choice and update features and information
Claim Choice and update features and information
Claim Qtrade and update features and information
Claim Qtrade and update features and information