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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

Long term investors, pro traders or part-time traders can choose across various asset classes and create a customized portfolio, all from one platform. We are committed to make investments easy and accessible to everyone. Paperless and hassle-free account opening process. Charts, financial data, news to help you make better decisions. Comprehensive 2FA authentication. We give you the best charting tools to spot market trends and make informed decisions. You can customize your charts with 100+ indicators and become a truly pro trader. Placing cover orders & bracket orders just became more simple. Set up your workspaces the way you want! Neatly shuffle around your trading systems. Make the platform work for you in your unique trading style with the widgets features. Stay updated on the prices of the stocks that matter to you. Keep track of your recent orders and other trading activity.

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 searching for a platform to improve their investment opportunities

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:

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.7 / 5
design 5.0 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • 1. Upstox has a clean and detailed user interface that helps in navigating swiftly through the application. 2. The buying and selling of stocks is seamless and fast. 3. Account can be made easily without any hassle. 4. The application stays responsive throughout the market hours despite highs and lows.
  • 1. Upstox makes it quite easy for a normal person to invest in stocks because of it simple to use application user interface and robust security. 2. The main dashboard displays all the best performing stocks. 3. The trading fee is minimal, be it intraday or delivery trading. 4. The payment gateways used for payment and withdrawal are reliable and secure.
  • - The user interface of the application is simple enough for everyone to use it comfortably. - It has various useful features like wishlist and watch list for favorite stocks. - The delivery and day trading both can be done with a minimal fee. - The application is secure and reliable to use.

Cons

  • 1. The maintenance fee can be reduced a bit. 2. The customer support is hard to reach.
  • 1. During market peak hours, the prices of the shares are not accurate to the decimals.
  • - I have been using this application for investing as well as day trading and haven't found any shortcomings or cons yet.

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

Upstox
Founded: 2016
India
upstox.com

Alternatives

Alternatives

Categories

Categories

Integrations

Google Chrome
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken

Integrations

Google Chrome
Interactive Brokers
Itron Enterprise Meter Data Management
Kraken
Claim Choice and update features and information
Claim Choice and update features and information
Claim Upstox and update features and information
Claim Upstox and update features and information