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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

Sharesies gives you access to invest in thousands of companies and funds in New Zealand, Australia, and the US. Having an investment portfolio is easy, no matter how much money you have. Invest regularly, without the guesswork. You can pick a pre-made or DIY order, the amount you want to regularly invest, and auto-invest will do the rest. The choice is yours. Exchange-traded funds (ETFs), managed funds, and companies, we’ve got thousands of investment options to suit you. Access investments from all around the world. Choose from thousands of companies and funds on the New York Stock Exchange (NYSE), Nasdaq, and Chicago Board Options Exchange (CBOE). Invest in thousands of companies and exchange-traded funds (ETFs) listed on the Australian Securities Exchange (ASX). Get access to NZX market depth for $10 a month. See how many shares are available at the price you want to pay, and where your order might go in the queue.

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

Investors and traders requiring a broker solution to manage an investment portfolio

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

$0.15 per order
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

Sharesies
Founded: 2017
New Zealand
www.sharesies.nz/

Alternatives

Alternatives

Categories

Categories

Integrations

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations

Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Claim Choice and update features and information
Claim Choice and update features and information
Claim Sharesies and update features and information
Claim Sharesies and update features and information