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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

You can start buying & selling bitcoin within a few seconds using your own bank account. You don't have to park your money anywhere and we never have access to your funds. You don't have to set up an account or submit any personal data, you keep your privacy. You can set up an automatic weekly recurring order and save bitcoin while you sleep. You don't have to go through any boring verification processes or upload any documents. You profit from best-in-class security standards, even if we get hacked, your bitcoin are safe. Buy bitcoin instantly or set up an automatic savings plan with no registration.

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

Users that want to buy Bitcoin or automatically invest in Bitcoin over time

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

Relai
Founded: 2019
Switzerland
relai.ch/

Alternatives

Alternatives

Bridge Wallet

Bridge Wallet

Mt Pelerin

Categories

Categories

Integrations

Bitcoin
CoinTracking
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations

Bitcoin
CoinTracking
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Claim Choice and update features and information
Claim Choice and update features and information
Claim Relai and update features and information
Claim Relai and update features and information