Related Products
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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.
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About
Access the digital asset ecosystem through our industry leading sources of liquidity. We can help you secure the best price on any trade size whether its $25k or $10M+. We work with a smaller client base to offer the best trading experience and support. We offer industry leading security solutions for your assets. We offer institutional custody, self custody, or native multi-sig solutions tailored for your needs. Use our mobile app to easily track your balances, value, and trade history. We offer full trade history for reporting. Download your account statement for tax and accounting purposes. Get approved for an account by providing identification and a proof of address. Deposit any major fiat or digital currency. Ask for a quote and we'll provide you the best price. Receive a trade confirmation and request a withdrawal to your account. We put our clients first to ensure they have the best experience possible.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Digital asset platform built for advisors
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Audience
Companies and anyone interested in a software solution to invest in cryptocurrencies and trade with other users
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
1% digital trade fee
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationChoice
Founded: 2010
United States
www.retirewithchoice.com/pro
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Company InformationSatstreet
Canada
satstreet.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Coinbase
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Ledger
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Integrations
Coinbase
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Ledger
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