+
+

Related Products

  • eToro
    31,115 Ratings
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • IUX
    893 Ratings
    Visit Website
  • Capitalcore
    82 Ratings
    Visit Website
  • EZO AssetSonar
    112 Ratings
    Visit Website
  • Canopy
    952 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Fixed Asset Pro
    214 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

Stake was founded out of the belief that investors should never settle in their pursuit of financial progress. The Stake investing platform first launched seamless access to U.S. stocks for all Australians. After expanding to NZ and the UK with that offering, the platform then launched an ASX platform with $3 CHESS-sponsored trades and an innovative SMSF alternative. The Stake investing platform allows a seamless and immersive experience from mobile and desktop devices.

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, traders, investing services, financial services, stock investors, stock traders.

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

No images available

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

Stake
Founded: 2017
Australia
hellostake.com/au

Alternatives

Alternatives

Categories

Categories

Integrations

Diversiview
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Surmount AI

Integrations

Diversiview
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Surmount AI
Claim Choice and update features and information
Claim Choice and update features and information
Claim Stake and update features and information
Claim Stake and update features and information