+
+

Related Products

  • eToro
    31,115 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • IUX
    927 Ratings
    Visit Website
  • Capitalcore
    86 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • EZO AssetSonar
    114 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website

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

All-in-one investing that’s easy to use. Build confidence as an investor. Trade stocks and ETFs, buy crypto, or start automated investing. SoFi Money® is a cash management account that charges no account fees to save, spend, and earn cash back rewards when you spend on brands you love. Earn 2% unlimited cash back when you redeem it* to save, invest, or pay off loans in an eligible SoFi account-plus there’s no annual fee. Fixed interest rates start at 2.99% APR* with autopay. Flexible repayment options. No fees. No nonsense. Get pre-qualified in two minutes. All online. The first step in getting your money right is knowing your score. Track your credit and your money—all in one app. Take care of yourself and your family with our full suite of insurance offerings, including fast and easy life insurance through ladder. Lantern by SoFi lets you compare PPP offers from a network of lenders to help ease your small business burden.

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

Financial Management platform for anyone wanting to take control of their financial future

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

SoFi
Founded: 2011
United States
www.sofi.com

Alternatives

Alternatives

Categories

Categories

Integrations

Fyn
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna

Integrations

Fyn
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Provisian
SoFi Credit Card
SoFi at Work
TabaPay
Taiki
Utluna
Claim Choice and update features and information
Claim Choice and update features and information
Claim SoFi and update features and information
Claim SoFi and update features and information